401(K) Profit-Sharing Plan For Employees Of Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area — Form 5500 plan (Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area)
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, 401(K) Profit-Sharing Plan For Employees Of Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area is a benefit plan reported by Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area under EIN 36-2167846 and plan number 003. The latest loaded filing year is 2023. The filing reports 348 participants and $1,877,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area
- EIN
- 36-2167846
- Plan number
- 003
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 348
- End-of-year plan assets
- $1,877,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20240731102450NAL0033714064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,877,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,877,637
- Net assets (BOY)
- $1,273,849
Income & contributions
- Employer contributions
- $109,941
- Participant contributions
- $267,851
- Total contributions
- $444,407
- Total income / additions
- $686,166
Expenses & distributions
- Benefits paid
- $76,371
- Administrative expenses
- $6,007
- Total expenses
- $82,378
- Net increase / (decrease)
- $603,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Copany | CONTRACT ADMINISTRATOR | $6,504 | $0 | 2023 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $437 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Principal Life Insurance Copany — Schedule C compensation
- Mutual Of America Investment Corp — Schedule C compensation