Goodwill Industries Of Northeast Indiana, Inc. 401(K) Plan — Form 5500 plan (Goodwill Industries Of Northeast Indiana, 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 Industries Of Northeast Indiana, Inc. 401(K) Plan is a benefit plan reported by Goodwill Industries Of Northeast Indiana, Inc. under EIN 35-1905018 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $3,060,401 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of Northeast Indiana, Inc.
EIN
35-1905018
Plan number
002
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
168
End-of-year plan assets
$3,060,401

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241007081338NAL0015801297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,060,401
Total liabilities (EOY)
$0
Net assets (EOY)
$3,060,401
Net assets (BOY)
$2,998,541

Income & contributions

Employer contributions
$95,504
Participant contributions
$234,246
Total contributions
$354,392
Total income / additions
$832,947

Expenses & distributions

Benefits paid
$741,092
Administrative expenses
$29,995
Total expenses
$771,087
Net increase / (decrease)
$61,860

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sym Financial AdvisorsNONE$16,806not reported in the loaded dataset2023
Riversedge Adv Ret SolutionsNONE$12,502$02023

Related Form 5500 pages