2023 Form 5500 filing — Goodwill Industries Of Northeast Indiana, Inc. 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 20241007081338NAL0015801297001) for Goodwill Industries Of Northeast Indiana, Inc. 401(K) Plan, reported by Goodwill Industries Of Northeast Indiana, Inc. under EIN 35-1905018 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007081338NAL0015801297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of Northeast Indiana, Inc.
- EIN
- 35-1905018
- Plan number
- 002
- Location
- Fort Wayne, IN
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,060,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,060,401
- Employer contributions
- $95,504
- Participant contributions
- $234,246
- Total income / additions
- $832,947
- Benefits paid
- $741,092
- Administrative expenses
- $29,995
- Total expenses
- $771,087
- Net increase / (decrease)
- $61,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Advisors | NONE | $16,806 | not reported in the loaded dataset |
| Riversedge Adv Ret Solutions | NONE | $12,502 | $0 |