2023 Form 5500 filing — Goodworks, Inc. Federal Contract 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 20241014112153NAL0027138817001) for Goodworks, Inc. Federal Contract Retirement Plan, reported by Goodworks, Inc under EIN 52-2071295 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112153NAL0027138817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodworks, Inc
- EIN
- 52-2071295
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,089,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,089,221
- Employer contributions
- $503,493
- Total income / additions
- $742,232
- Benefits paid
- $517,988
- Administrative expenses
- $36,657
- Total expenses
- $554,645
- Net increase / (decrease)
- $187,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Touchstone Retirement Group LLC | NONE | $31,809 | $0 |
| Beam Wealth Advisors, Incan | NONE | $4,849 | $0 |