Goodwill Industries Of Ne Iowa, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Goodwill Industries Of Ne Iowa, 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 Ne Iowa, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Goodwill Industries Of Ne Iowa, Inc. under EIN 42-0839399 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $6,315,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of Ne Iowa, Inc.
EIN
42-0839399
Plan number
001
Plan type
2
Location
Waterloo, IA
Latest filing year
2023
Participants
381
End-of-year plan assets
$6,315,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023381H, C20241008134827NAL0008425315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,315,849
Total liabilities (EOY)
$0
Net assets (EOY)
$6,315,849
Net assets (BOY)
$5,433,223

Income & contributions

Employer contributions
$279,118
Participant contributions
$340,623
Total contributions
$627,990
Total income / additions
$1,558,951

Expenses & distributions

Benefits paid
$640,125
Administrative expenses
$36,200
Total expenses
$676,325
Net increase / (decrease)
$882,626

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$36,200$02023
Accel Wealth Management LLCINVESTMENT ADVISORY$0$16,4772023

Related Form 5500 pages