Goodwill Easter Seals Miami Valley 403(B) Plan — Form 5500 plan (Goodwill Easter Seals Miami Valley)
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 Easter Seals Miami Valley 403(B) Plan is a benefit plan reported by Goodwill Easter Seals Miami Valley under EIN 31-0537112 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,358 participants and $8,619,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Easter Seals Miami Valley
- EIN
- 31-0537112
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 1,358
- End-of-year plan assets
- $8,619,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,358 | H, C | 20241011095405NAL0012342611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,619,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,619,300
- Net assets (BOY)
- $7,236,553
Income & contributions
- Employer contributions
- $273,403
- Participant contributions
- $693,147
- Total contributions
- $1,215,189
- Total income / additions
- $2,222,421
Expenses & distributions
- Benefits paid
- $761,280
- Administrative expenses
- $62,079
- Total expenses
- $839,674
- Net increase / (decrease)
- $1,382,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dynamic Pension Services, Inc. | TPA | $19,034 | not reported in the loaded dataset | 2023 |
| Twg Benefits, Inc. | RECORDKEEPER | $17,521 | not reported in the loaded dataset | 2023 |
| Ironshore Financial, LLC | ADVISOR | $13,000 | not reported in the loaded dataset | 2023 |
| Sound Financial Investment Mgmt | PARTICIPANT EDUCATION | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwill Easter Seals Miami Valley
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Dynamic Pension Services, Inc. — Schedule C compensation
- Twg Benefits, Inc. — Schedule C compensation
- Ironshore Financial, LLC — Schedule C compensation
- Sound Financial Investment Mgmt — Schedule C compensation