Goodwill Northern New England 403(B) Plan — Form 5500 plan (Goodwill Industries Of Northern New England)

Plain-English plan 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, Goodwill Northern New England 403(B) Plan is a benefit plan reported by Goodwill Industries Of Northern New England under EIN 01-0284340 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,249 participants and $15,385,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of Northern New England
EIN
01-0284340
Plan number
002
Plan type
2
Location
Gorham, ME
Latest filing year
2023
Participants
1,249
End-of-year plan assets
$15,385,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,249H, C20250328093117NAL0001840386001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,385,889
Total liabilities (EOY)
$0
Net assets (EOY)
$15,385,889
Net assets (BOY)
$12,634,091

Income & contributions

Employer contributions
$345,138
Participant contributions
$981,243
Total contributions
$1,834,955
Total income / additions
$3,932,874

Expenses & distributions

Benefits paid
$1,117,421
Administrative expenses
$51,728
Total expenses
$1,181,076
Net increase / (decrease)
$2,751,798

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$51,728$02023
David B MurrayBROKER/DEALER$0$24,7052023

Related Form 5500 pages