2023 Form 5500 filing — Goodwill Of North Georgia, Inc 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 20241223100933NAL0014215184001) for Goodwill Of North Georgia, Inc Tax Deferred Annuity Plan, reported by Goodwill Of North Georgia, Inc under EIN 20-8351046 and plan number 001. It reports 3,449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223100933NAL0014215184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Of North Georgia, Inc
- EIN
- 20-8351046
- Plan number
- 001
- Location
- Decatur, GA
- Participants
- 3,449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,409,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,409,798
- Employer contributions
- $1,351,618
- Participant contributions
- $1,903,050
- Total income / additions
- $5,499,547
- Benefits paid
- $2,377,170
- Administrative expenses
- $27,861
- Total expenses
- $2,405,031
- Net increase / (decrease)
- $3,094,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $27,861 | $0 |