403(B) Thrift Plan For Goodwill Industries Of Southern New England, Inc. — Form 5500 plan (Goodwill Industries Of Souther)

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, 403(B) Thrift Plan For Goodwill Industries Of Southern New England, Inc. is a benefit plan reported by Goodwill Industries Of Souther under EIN 23-7431264 and plan number 001. The latest loaded filing year is 2023. The filing reports 897 participants and $9,125,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of Souther
EIN
23-7431264
Plan number
001
Plan type
2
Location
North Haven, CT
Latest filing year
2023
Participants
897
End-of-year plan assets
$9,125,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023897H, C20241010144306NAL0010148435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,125,321
Total liabilities (EOY)
$0
Net assets (EOY)
$9,125,321
Net assets (BOY)
$7,352,778

Income & contributions

Employer contributions
$189,421
Participant contributions
$370,195
Total contributions
$678,586
Total income / additions
$1,934,092

Expenses & distributions

Benefits paid
$160,311
Administrative expenses
$1,238
Total expenses
$161,549
Net increase / (decrease)
$1,772,543

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$1,180$02023

Related Form 5500 pages