Goodwill Industries Of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan — Form 5500 plan (Goodwill Industries Of Southeastern Wisconsin, 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 Southeastern Wisconsin, Inc. Employee Money Accumulation Plan is a benefit plan reported by Goodwill Industries Of Southeastern Wisconsin, Inc. under EIN 39-0808491 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,507 participants and $49,425,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Industries Of Southeastern Wisconsin, Inc.
- EIN
- 39-0808491
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 2,507
- End-of-year plan assets
- $49,425,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,507 | H, C | 20241002144224NAL0014602800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,425,655
- Net assets (EOY)
- $49,425,655
- Net assets (BOY)
- $42,675,715
Income & contributions
- Employer contributions
- $5,341,372
- Total contributions
- $5,341,372
- Total income / additions
- $12,329,012
Expenses & distributions
- Benefits paid
- $5,405,716
- Administrative expenses
- $173,356
- Total expenses
- $5,579,072
- Net increase / (decrease)
- $6,749,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $119,671 | $0 | 2023 |
| Robert W Baird, Inc. | CONSULTANT | $35,835 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | AUDITOR | $17,850 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwill Industries Of Southeastern Wisconsin, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Robert W Baird, Inc. — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- National Financial Services — Schedule C compensation