2023 Form 5500 filing — Goodwill Easter Seals Miami Valley 403(B) 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 20241011095405NAL0012342611001) for Goodwill Easter Seals Miami Valley 403(B) Plan, reported by Goodwill Easter Seals Miami Valley under EIN 31-0537112 and plan number 001. It reports 1,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095405NAL0012342611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Easter Seals Miami Valley
- EIN
- 31-0537112
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 1,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,619,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,619,300
- Employer contributions
- $273,403
- Participant contributions
- $693,147
- Total income / additions
- $2,222,421
- Benefits paid
- $761,280
- Administrative expenses
- $62,079
- Total expenses
- $839,674
- Net increase / (decrease)
- $1,382,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dynamic Pension Services, Inc. | TPA | $19,034 | not reported in the loaded dataset |
| Twg Benefits, Inc. | RECORDKEEPER | $17,521 | not reported in the loaded dataset |
| Ironshore Financial, LLC | ADVISOR | $13,000 | not reported in the loaded dataset |
| Sound Financial Investment Mgmt | PARTICIPANT EDUCATION | $6,000 | not reported in the loaded dataset |