2023 Form 5500 filing — Palmetto Goodwill 401(K) 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 20240905151910NAL0021711473001) for Palmetto Goodwill 401(K) Plan, reported by Palmetto Goodwill under EIN 47-4183942 and plan number 005. It reports 1,391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.8MReported net assets$8,805,824
Participants1.4K1,391
Provider compensation$68.9K4 Schedule C row(s)$68,858
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905151910NAL0021711473001
Plan sponsor
Palmetto Goodwill
EIN
47-4183942
Plan number
005
Location
North Charleston, SC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$964.5K
Benefits paid / distributions$917.4K
Contributions
Employer$639.3K
Participant$547.7K
Full reported line items
Total assets (EOY)
$8,805,824
Total liabilities (EOY)
$0
Net assets (EOY)
$8,805,824
Employer contributions
$639,337
Participant contributions
$547,688
Total income / additions
$2,143,712
Benefits paid
$917,384
Administrative expenses
$47,128
Total expenses
$964,512
Net increase / (decrease)
$1,179,200
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $35.3K · Indirect $0
  2. 2
    BROKER/ ADVISOR · Direct $0 · Indirect $19.7K
  3. 3
    CONTRACT ADMIN · Direct $9.2K · Indirect $3.9K
  4. 4
    INVESTMENT MANAGEMENT · Direct $794

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905151910NAL0021711473001 cover?
It is the 2023 Form 5500 filing for Palmetto Goodwill 401(K) Plan, reported by Palmetto Goodwill (EIN 47-4183942).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages