2023 Form 5500 filing — Goodwill Industries Of Dallas, Inc. 403(B) Tax-Deferred Annuity
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 20241007143942NAL0016252529003) for Goodwill Industries Of Dallas, Inc. 403(B) Tax-Deferred Annuity, reported by Goodwill Industries Of Dallas, Inc. under EIN 75-0800649 and plan number 004. It reports 677 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)$5.8MReported net assets$5,844,753
Participants677
Provider compensation$17.9K1 Schedule C row(s)$17,949
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007143942NAL0016252529003
- Plan sponsor
- Goodwill Industries Of Dallas, Inc.
- EIN
- 75-0800649
- Plan number
- 004
- Location
- Dallas, TX
- Received date
- not reported in the loaded dataset
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)$5.8M total assets
Net assets$5.8MLiabilities—
Full reported line items
- Total assets (EOY)
- $5,844,753
- Net assets (EOY)
- $5,844,753
- Employer contributions
- $366,053
- Participant contributions
- $206,379
- Total income / additions
- $1,715,006
- Benefits paid
- $531,945
- Administrative expenses
- $17,949
- Total expenses
- $557,931
- Net increase / (decrease)
- $1,157,075
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,949 | $0 |