Plan Ledger DOL Form 5500 · updated monthly

Julian Gold LTD401(k)

JULIAN GOLD, LTD. 401(K) PROFIT SHARING PLAN · SAN ANTONIO, TX · plan year 2022

Plan assets · 2022
$3.0M

Julian Gold LTD's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $2,956,339 across 67 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (4,597th of 5,688), and 4,360th of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,956,339
Participants with balances67
Active participants85
Employer contributions—
Employee contributions$123,858
Employer contribution per active participant—
Average account balance$44,124
Benefits paid to participants$43,793
Plan auditUnmodified (clean) audit opinion
Similar plansRetail Trade · Texas
Quality Implement Company TX$3.0M · 0.51%
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Grocery Services, Inc. TX$2.9M · 1.05%
Hi Tech Imports LLC TX$2.9M · 1.04%
Texas Pride Fuels LTD TX$2.9M · 0.15%
Drago Investments, LTD TX$2.9M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741022270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.