2023 Form 5500 filing — Morgan Memorial Goodwill Industries Inc 403 (B) Retirement 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 20250414154623NAL0001917489001) for Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan, reported by Morgan Memorial Goodwill Industries, Inc. under EIN 04-2106765 and plan number 001. It reports 564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414154623NAL0001917489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morgan Memorial Goodwill Industries, Inc.
- EIN
- 04-2106765
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,229,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,229,770
- Employer contributions
- $95,193
- Participant contributions
- $481,604
- Total income / additions
- $1,665,718
- Benefits paid
- $473,796
- Administrative expenses
- $73,854
- Total expenses
- $571,640
- Net increase / (decrease)
- $1,094,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $55,376 | $0 |
| Arthur J Gallagher & Co | SERVICE PROVIDER | $18,478 | not reported in the loaded dataset |