Plan5500

Abvi-Goodwill Pension Plan — Form 5500 plan (Abvi-Goodwill)

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, Abvi-Goodwill Pension Plan is a benefit plan reported by Abvi-Goodwill under EIN 16-0743906 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $1,226 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Abvi-Goodwill
EIN
16-0743906
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
104
End-of-year plan assets
$1,226

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20250311150234NAL0009324275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,226
Total liabilities (EOY)
$0
Net assets (EOY)
$1,226
Net assets (BOY)
$4,097,546

Income & contributions

Total contributions
$0
Total income / additions
$53,898

Expenses & distributions

Benefits paid
$3,603,398
Administrative expenses
$93,382
Total expenses
$4,150,218
Net increase / (decrease)
-$4,096,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bonadio & Co., LlpNONE$30,650not reported in the loaded dataset2023
Benefits Management IncNONE$22,625not reported in the loaded dataset2023
Jackson Lewis, PcNONE$18,821not reported in the loaded dataset2023
Alesco AdvisorsNONE$6,368not reported in the loaded dataset2023
M&T Investment GroupNONE$4,933not reported in the loaded dataset2023

Related Form 5500 pages