Original filing (PDF)20251104110753NAL0019181042001

JAMES L. GOFORTH, CFP

Name: JAMES L. GOFORTH, CFP — JAMES L. GOFORTH, CFP 401(K) PLAN, Form 5500 (2024)
Creator: JAMES L. GOFORTH, CFP

Form 5500-SF

FILING_RECEIVED

JAMES L. GOFORTH, CFP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$292K

Net assets (EOY)

$292K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES L. GOFORTH, CFP.

Plan sponsor

Name

JAMES L. GOFORTH, CFP

EIN

25-9029175

Address

530 W THOMAS ST · STE B1 · MILLEDGEVILLE, GA · 31061

Phone

(478) 452-4101

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ELEMENTAL CAPITAL MANAGEMENT L

ELEMENTAL CAPITAL MANAGEMENT L 401(K) PROFIT SHARING PLAN & TRUST

$292K · 2 participants

KARL DETTMANN LLC

KARL DETTMANN LLC 401K PLAN

$292K · 3 participants

THE LEGALTECH FUND MANAGEMENT CO., L.L.C.

LEGALTECH FUND MANAGEMENT CO., L.L.C. 401(K) PROFIT SHARING PLAN

$292K · 3 participants

RIPHEAN GROUP LLC

RIPHEAN GROUP LLC 401(K) PLAN

$292K · 11 participants

CERTIS CAPITAL MANAGEMENT, INC.

RETIREMENT INCOME SECURITY PLAN-CERTIS CAPITAL MANAGEMENT, INC.