Original filing (PDF)20241115105822NAL0000739937001

GOODWIN REALTY & ASSOC., INC.

Name: GOODWIN REALTY & ASSOC., INC. — LINDA S. GOODWIN, IND. 401K PLAN, Form 5500 (2023)
Creator: GOODWIN REALTY & ASSOC., INC.

Form 5500-SF

FILING_RECEIVED

LINDA S. GOODWIN, IND. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOODWIN REALTY & ASSOC., INC..

Plan sponsor

Name

GOODWIN REALTY & ASSOC., INC.

EIN

59-2063374

Address

917 EMMETT STREET · KISSIMMEE, FL · 34741

Phone

(407) 846-2449

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-06-01

Filed

2024-11-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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 Real Estate plans

CP2 MANAGEMENT LLC

CP2 MANAGEMENT LLC 401(K) PLAN

D & B REALTY, INC.

D & B REALTY, INC. 401(K) PROFIT SHARING PLAN

MARY POND, P.A.

MARY POND, P. A. CASH BALANCE PLAN

PAUL GERVAIS BELL, III

PAUL GERVAIS BELL, III PROFIT SHARING PLAN AND TRUST

SARAH KIMBALL REAL ESTATE ENTERP

SARAH KIMBALL 401K