2023 Form 5500 filing — 403(B) Thrift Plan Of Goodwill Industries Of Michiana, 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 20241203093821NAL0003612912001) for 403(B) Thrift Plan Of Goodwill Industries Of Michiana, Inc., reported by Goodwill Industries Of Michiana, Inc. under EIN 35-1093073 and plan number 001. It reports 1,049 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203093821NAL0003612912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of Michiana, Inc.
- EIN
- 35-1093073
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 1,049
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,573,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,573,208
- Employer contributions
- $932,868
- Participant contributions
- $847,455
- Total income / additions
- $3,751,872
- Benefits paid
- $1,285,312
- Administrative expenses
- $139,147
- Total expenses
- $1,424,459
- Net increase / (decrease)
- $2,327,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $115,551 | not reported in the loaded dataset |
| Edward Jones & Co Lp | INVESTMENT ADVISOR | $29,357 | not reported in the loaded dataset |
| Admin Partners, LLC | CONTRACT ADMIN | $21,590 | $3,020 |