How big is Matthew GOFF Investment Advisor, LLC's plan?

Matthew GOFF Investment Advisor, LLC's plan reported $497K in assets and 6 participants for 2024.

Original filing (PDF)20250709140607NAL0005778577002

Matthew GOFF Investment Advisor, LLC

Name: Matthew GOFF Investment Advisor, LLC — The GOFF, Form 5500 (2024)
Creator: Matthew GOFF Investment Advisor, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The GOFF Financial Group 401(k) Plan

401(k) retirement plan · Matthew GOFF Investment Advisor, LLC's The GOFF Financial Group 401(k) Plan held $497K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

People on this filing

Laurie Allen signed Matthew GOFF Investment Advisor, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Matthew GOFF Investment Advisor, LLC's EIN is 26-1894936.

EIN 26-1894936

Plan number 002

Plan year 2024

ACK ID 20250709140607NAL0005778577002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matthew GOFF Investment Advisor, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matthew GOFF Investment Advisor, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTHEW GOFF INVESTMENT ADVISOR, LLC.

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Plan health score

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

100

Helping the score