Original filing (PDF)20240927122917NAL0004244322001

GOODBEE & ASSOCIATES, INC

Name: GOODBEE & ASSOCIATES, INC — GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST, Form 5500 (2023)
Creator: GOODBEE & ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

GOODBEE & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 GOODBEE & ASSOCIATES, INC.

Plan sponsor

Name

GOODBEE & ASSOCIATES, INC

EIN

84-1443247

Address

1658 COLE BLVD STE 190 · LAKEWOOD, CO · 80401

Phone

(303) 587-2451

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-27

Pension benefit codes

1C · Cash balance or similar hybrid DB

1B · Flat-dollar DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

ALLIED, INC.

ALLIED, INC. CASH BALANCE PLAN

CHICA & ASSOCIATES INC

CHICA & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

R. C. CONSTRUCTION CO., INC.

R. C. CONSTRUCTION CO., INC. 401(K) SALARY SAVINGS PLAN

SANITARY PLUMBING CONTRACTORS, INC.

SANITARY PLUMBING CONTRACTORS, INC. 401(K) PLAN

BRANNAN PAVING COMPANY LTD.

BRANNAN PAVING COMPANY LTD. PROFIT SHARING & 401(K) PLAN