Goodwill Of The Finger Lakes, Inc. 403(B) Plan — Form 5500 plan (Goodwill Of The Finger Lakes, Inc.)
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 Of The Finger Lakes, Inc. 403(B) Plan is a benefit plan reported by Goodwill Of The Finger Lakes, Inc. under EIN 27-4212702 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,280 participants and $9,455,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Of The Finger Lakes, Inc.
- EIN
- 27-4212702
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 1,280
- End-of-year plan assets
- $9,455,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,280 | H, C | 20241015080802NAL0015969427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,455,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,455,298
- Net assets (BOY)
- $8,026,007
Income & contributions
- Employer contributions
- $621,693
- Participant contributions
- $580,951
- Total contributions
- $1,728,258
- Total income / additions
- $2,872,229
Expenses & distributions
- Benefits paid
- $1,331,822
- Administrative expenses
- $111,116
- Total expenses
- $1,442,938
- Net increase / (decrease)
- $1,429,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $62,732 | $1,050 | 2023 |
| Rimkus Marciano & Associates, Inc | TPA | $23,882 | $1,698 | 2023 |
| Commonwealth Financial Network | ADVISOR | $23,997 | $0 | 2023 |
| Bonadio & Company | ACCOUNTANT | $10,250 | $0 | 2023 |
| Harter Secrest And Emery Llp | ATTORNEY | $1,684 | $0 | 2023 |
| Equitable Financial Life Insurance | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwill Of The Finger Lakes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Nationwide — Schedule C compensation
- Rimkus Marciano & Associates, Inc — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Bonadio & Company — Schedule C compensation
- Harter Secrest And Emery Llp — Schedule C compensation
- Equitable Financial Life Insurance — Schedule C compensation