2023 Form 5500 filing — 403(B) Thrift Plan For Goodwill Industries Of The Valleys, Inc.
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 20241015084932NAL0047087904001) for 403(B) Thrift Plan For Goodwill Industries Of The Valleys, Inc., reported by Goodwill Industries Of The Valleys, Inc. under EIN 54-0884014 and plan number 002. It reports 594 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084932NAL0047087904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of The Valleys, Inc.
- EIN
- 54-0884014
- Plan number
- 002
- Location
- Roanoke, VA
- Participants
- 594
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,230,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,230,806
- Employer contributions
- $215,820
- Participant contributions
- $611,078
- Total income / additions
- $1,903,722
- Benefits paid
- $974,545
- Administrative expenses
- $3,175
- Total expenses
- $1,006,032
- Net increase / (decrease)
- $897,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $3,137 | $0 |