2023 Form 5500 filing — Goodwill Of South Texas 403(B) 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 20241015163145NAL0015084867001) for Goodwill Of South Texas 403(B) Retirement Plan, reported by Goodwill Of South Texas under EIN 74-1223056 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163145NAL0015084867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Of South Texas
- EIN
- 74-1223056
- Plan number
- 001
- Location
- Corpus Christi, TX
- Participants
- 36
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,703,235
- Total liabilities (EOY)
- $5,509
- Net assets (EOY)
- $1,697,726
- Employer contributions
- $55,270
- Participant contributions
- $105,392
- Total income / additions
- $508,092
- Benefits paid
- $234,964
- Administrative expenses
- $48,043
- Total expenses
- $283,007
- Net increase / (decrease)
- $225,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Fowler & Co., Pllc | ACCOUNTANT | $14,750 | not reported in the loaded dataset |
| Admin316 | CONSULTANT | $9,252 | not reported in the loaded dataset |
| Benefitexcel | ADVISOR | $4,688 | not reported in the loaded dataset |
| Oasis | ADVISOR | $3,954 | not reported in the loaded dataset |
| Strategic Wealth Management | CONSULTANT | $2,666 | not reported in the loaded dataset |
| Alliance Benefit Group Rocky Mt | RECORD KEEPER | $1,802 | not reported in the loaded dataset |