2023 Form 5500 filing — The Goodheart-Willcox Company, Inc. 401(K) Plan And Trust
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 20241227122925NAL0007217075001) for The Goodheart-Willcox Company, Inc. 401(K) Plan And Trust, reported by The Goodheart-Willcox Company, Inc. under EIN 36-2135994 and plan number 002. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241227122925NAL0007217075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Goodheart-Willcox Company, Inc.
- EIN
- 36-2135994
- Plan number
- 002
- Location
- Tinley Park, IL
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,801,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,801,832
- Employer contributions
- $526,381
- Participant contributions
- $1,195,956
- Total income / additions
- $2,715,988
- Benefits paid
- $406,032
- Administrative expenses
- $975
- Total expenses
- $407,007
- Net increase / (decrease)
- $2,308,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Financial Netw | INVESTMENT ADVISORY | $0 | $16,987 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $975 | $0 |