Goellner, Inc. 401(k) Plan: Login, Facts & Contact Information

Goellner, Inc. 401(k) Plan Facts

Plan name
GOELLNER, INC. RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
GOELLNER, INC.
Participants
698 (889 active employees)
Former employees with a balance
106
Plan assets
$24,396,314 at Dec 31, 2024
Average account balance
$28,010 across 871 accounts
Employer contributions
$821,006 in plan year 2024 (29% of all contributions)
Recordkeeper
July Business Services Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 2001
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.84 million went into the plan in contributions, $821,006 of it from the employer (29%).
  • $2.74 million was paid out to participants.
  • Investment and other income added $2.70 million.
  • Administrative expenses were $95,095, about $109 per account.

How the Goellner, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019419$20.6 million$316,573$1.95 million
2020432$22.4 million$328,168$2.23 million
2021431$24.1 million$345,989$2.40 million
2022409$19.3 million$556,985$3.44 million
2023585$22.1 million$691,309$2.44 million
2024698$24.4 million$821,006$2.74 million

Goellner, Inc. 401(k) Contact Information

Phone
815-636-9900
Mailing address
9900 NORTH ALPINE ROAD, MACHESNEY PARK IL 61115
Plan sponsor
GOELLNER, INC.
Employer identification number (EIN)
36-4348436
Plan number
001

Questions about the Goellner, Inc. 401(k)

Does Goellner, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $821,006, 29% of all contributions.

Does the Goellner, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Goellner, Inc 401(k) plan?

698 participants at the start of plan year 2024, 889 of them active employees, and 106 former employees who still had money in the plan.

What is the average 401(k) balance at Goellner, Inc?

About $28,010 per account: $24.4 million in plan assets across 871 accounts with a balance at the end of plan year 2024.

Who manages the Goellner, Inc 401(k) accounts?

J.P. Morgan Retirement Link (listed on the filing as JULY BUSINESS SERVICES LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Goellner, Inc. How do I access my 401(k)?

Your account stays with J.P. Morgan Retirement Link after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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