2023 Form 5500 filing — Goodwill Of The Finger Lakes, Inc. 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 20241015080802NAL0015969427001) for Goodwill Of The Finger Lakes, Inc. 403(B) Plan, reported by Goodwill Of The Finger Lakes, Inc. under EIN 27-4212702 and plan number 002. It reports 1,280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080802NAL0015969427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Of The Finger Lakes, Inc.
- EIN
- 27-4212702
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 1,280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,455,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,455,298
- Employer contributions
- $621,693
- Participant contributions
- $580,951
- Total income / additions
- $2,872,229
- Benefits paid
- $1,331,822
- Administrative expenses
- $111,116
- Total expenses
- $1,442,938
- Net increase / (decrease)
- $1,429,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $62,732 | $1,050 |
| Rimkus Marciano & Associates, Inc | TPA | $23,882 | $1,698 |
| Commonwealth Financial Network | ADVISOR | $23,997 | $0 |
| Bonadio & Company | ACCOUNTANT | $10,250 | $0 |
| Harter Secrest And Emery Llp | ATTORNEY | $1,684 | $0 |
| Equitable Financial Life Insurance | RECORDKEEPER | $0 | $0 |