2023 Form 5500 filing — Goodwill Of Greater Washington Tax Deferred Annuity 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 20241014143840NAL0052706642001) for Goodwill Of Greater Washington Tax Deferred Annuity Plan, reported by Goodwill Of Greater Washington under EIN 53-0196588 and plan number 001. It reports 837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143840NAL0052706642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Of Greater Washington
- EIN
- 53-0196588
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,045,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,045,225
- Employer contributions
- $618,511
- Participant contributions
- $709,487
- Total income / additions
- $3,085,139
- Benefits paid
- $1,242,276
- Administrative expenses
- $21,589
- Total expenses
- $1,315,769
- Net increase / (decrease)
- $1,769,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $25,545 | $0 |
| Unum Life Ins Co Of America | SERVICE PROVIDER | $0 | $25 |