2023 Form 5500 filing — Goodwill Industries-Manasota, Inc. 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 20241004102830NAL0005622275001) for Goodwill Industries-Manasota, Inc. Retirement Plan, reported by Goodwill Industries-Manasota, Inc. under EIN 59-2074391 and plan number 002. It reports 815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004102830NAL0005622275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries-Manasota, Inc.
- EIN
- 59-2074391
- Plan number
- 002
- Location
- Bradenton, FL
- Participants
- 815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,526,931
- Total liabilities (EOY)
- $2,354
- Net assets (EOY)
- $4,524,577
- Employer contributions
- $243,099
- Participant contributions
- $412,129
- Total income / additions
- $1,357,792
- Benefits paid
- $1,360,860
- Administrative expenses
- $24,264
- Total expenses
- $1,385,124
- Net increase / (decrease)
- -$27,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goodwill Industries-Manasota, Inc. | OTHER | $23,000 | not reported in the loaded dataset |
| First Party Administrators | CONTRACT ADMIN | $4,897 | $2,013 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,533 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $530 | not reported in the loaded dataset |