2023 Form 5500 filing — Goodwill 403(B) 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 20250319121729NAL0009616802001) for Goodwill 403(B) Plan, reported by Goodwill Industries Of San Francisco, San Mateo, And Marin Counties under EIN 94-1156540 and plan number 001. It reports 465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319121729NAL0009616802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of San Francisco, San Mateo, And Marin Counties
- EIN
- 94-1156540
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 465
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,842,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,842,578
- Participant contributions
- $465,980
- Total income / additions
- $880,118
- Benefits paid
- $216,307
- Administrative expenses
- $11,250
- Total expenses
- $227,557
- Net increase / (decrease)
- $652,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $11,085 | $0 |
| Great West Life & Annuity Company | RECORDKEEPER | $315 | $0 |