Original filing (PDF)20250218112554NAL0007561682001

GODSEY & GIBB, INC.

Name: GODSEY & GIBB, INC. — GODSEY & GIBB, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: GODSEY & GIBB, INC.

Form 5500-SF

FILING_RECEIVED

GODSEY & GIBB, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

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 GODSEY & GIBB, INC..

Plan sponsor

Name

GODSEY & GIBB, INC.

EIN

54-1307509

Address

6806 PARAGON PLACE, SUITE 230 · RICHMOND, VA · 23230

Phone

(804) 285-7333

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

2025-02-18

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

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