Original filing (PDF)20250626171257NAL0013100208001

GOETZ, GEDDES & GARDNER, P,C.

Name: GOETZ, GEDDES & GARDNER, P,C. — GOETZ, GEDDES & GARDNER, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GOETZ, GEDDES & GARDNER, P,C.

Form 5500-SF

FILING_RECEIVED

GOETZ, GEDDES & GARDNER, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOETZ, GEDDES & GARDNER, P,C..

Plan sponsor

Name

GOETZ, GEDDES & GARDNER, P,C.

EIN

41-1393632

Address

P.O. BOX 6580 · BOZEMAN, MT · 59771

Phone

(406) 587-0618

Industry

Law Offices· Professional & Technical Servicessee 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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KOZEK PLLC

KOZEK PLLC 401(K) PROFIT SHARING PLAN

$5.5M · 6 participants

CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION

CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

$5.5M · 5 participants

BELL, MCANDREWS, & HILTACHK, LLP

BELL, MCANDREWS, & HILTACHK, LLP PROFIT SHARING PLAN

$5.5M · 10 participants

FARRELL & FARRELL PLLC

FARRELL & FARRELL PLLC 401(K) PROFIT SHARING PLAN

$5.5M · 19 participants

ARNOLD GALLAGHER, P.C.

ARNOLD GALLAGHER, P.C. 401(K) PROFIT SHARING PLAN