2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Goodwill Industries Of The Heartland

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 20250402155640NAL0013699424001) for 403(B) Thrift Plan For Employees Of Goodwill Industries Of The Heartland, reported by Goodwill Industries Of The Hea under EIN 42-0923563 and plan number 002. It reports 1,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.1MReported net assets$26,079,972
Participants1.2K1,209
Provider compensation$11.6K1 Schedule C row(s)$11,628
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250402155640NAL0013699424001
Plan sponsor
Goodwill Industries Of The Hea
EIN
42-0923563
Plan number
002
Location
Cedar Rapids, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.1M total assets
Net assets$26.1MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$691.1K
Participant$638.9K
Full reported line items
Total assets (EOY)
$26,079,972
Total liabilities (EOY)
$0
Net assets (EOY)
$26,079,972
Employer contributions
$691,059
Participant contributions
$638,921
Total income / additions
$5,035,853
Benefits paid
$1,119,868
Administrative expenses
$11,628
Total expenses
$1,131,496
Net increase / (decrease)
$3,904,357
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $11.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250402155640NAL0013699424001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of Goodwill Industries Of The Heartland, reported by Goodwill Industries Of The Hea (EIN 42-0923563).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages