2023 Form 5500 filing — Goodwill Industries Of North Central Wisconsin, Inc. 403(B) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819090418NAL0000837363001) for Goodwill Industries Of North Central Wisconsin, Inc. 403(B) Retirement Plan, reported by Goodwill Industries Of North Central Wisconsin, Inc. under EIN 39-1144913 and plan number 003. It reports 1,510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819090418NAL0000837363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of North Central Wisconsin, Inc.
- EIN
- 39-1144913
- Plan number
- 003
- Location
- Menasha, WI
- Participants
- 1,510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,525,171
- Total liabilities (EOY)
- $21,514
- Net assets (EOY)
- $22,503,657
- Employer contributions
- $793,819
- Participant contributions
- $1,154,307
- Total income / additions
- $5,793,884
- Benefits paid
- $2,019,297
- Administrative expenses
- $92,254
- Total expenses
- $2,130,875
- Net increase / (decrease)
- $3,663,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $92,254 | not reported in the loaded dataset |