Goodwill Industries Of North Central Wisconsin, Inc. 403(B) Retirement Plan — Form 5500 plan (Goodwill Industries Of North Central 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 North Central Wisconsin, Inc. 403(B) Retirement Plan is a benefit plan reported by Goodwill Industries Of North Central Wisconsin, Inc. under EIN 39-1144913 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,510 participants and $22,525,171 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of North Central Wisconsin, Inc.
EIN
39-1144913
Plan number
003
Plan type
2
Location
Menasha, WI
Latest filing year
2023
Participants
1,510
End-of-year plan assets
$22,525,171

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,510H, C20240819090418NAL0000837363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,525,171
Total liabilities (EOY)
$21,514
Net assets (EOY)
$22,503,657
Net assets (BOY)
$18,840,648

Income & contributions

Employer contributions
$793,819
Participant contributions
$1,154,307
Total contributions
$2,315,250
Total income / additions
$5,793,884

Expenses & distributions

Benefits paid
$2,019,297
Administrative expenses
$92,254
Total expenses
$2,130,875
Net increase / (decrease)
$3,663,009

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$92,254not reported in the loaded dataset2023

Related Form 5500 pages