Goodwill Industries Of Southeastern Wisconsin, Inc. 403(B) 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. 403(B) Plan is a benefit plan reported by Goodwill Industries Of Southeastern Wisconsin, Inc. under EIN 39-0808491 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,146 participants and $26,167,810 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
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 10,146
- End-of-year plan assets
- $26,167,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,146 | H, C | 20241002143757NAL0008456689005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,167,810
- Net assets (EOY)
- $26,167,810
- Net assets (BOY)
- $21,924,098
Income & contributions
- Participant contributions
- $3,129,817
- Total contributions
- $3,172,955
- Total income / additions
- $6,909,893
Expenses & distributions
- Benefits paid
- $2,580,656
- Administrative expenses
- $83,995
- Total expenses
- $2,666,181
- Net increase / (decrease)
- $4,243,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $59,358 | $0 | 2023 |
| Robert W Baird Inc. | CONSULTANT | $16,482 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | AUDITOR | $7,350 | not reported in the loaded dataset | 2023 |
| Axa Equitable Life Insurance Compan | RECORDKEEPER | $703 | $0 | 2023 |
| Mutual Of America Life Insurance Co | RECORDKEEPER | $102 | 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
- Axa Equitable Life Insurance Compan — Schedule C compensation
- Mutual Of America Life Insurance Co — Schedule C compensation
- National Financial Services — Schedule C compensation