Palmetto Goodwill 401(K) Plan — Form 5500 plan (Palmetto Goodwill)
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, Palmetto Goodwill 401(K) Plan is a benefit plan reported by Palmetto Goodwill under EIN 47-4183942 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,391 participants and $8,805,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palmetto Goodwill
- EIN
- 47-4183942
- Plan number
- 005
- Plan type
- 2
- Location
- North Charleston, SC
- Latest filing year
- 2023
- Participants
- 1,391
- End-of-year plan assets
- $8,805,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,391 | H, C | 20240905151910NAL0021711473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,805,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,805,824
- Net assets (BOY)
- $7,626,624
Income & contributions
- Employer contributions
- $639,337
- Participant contributions
- $547,688
- Total contributions
- $1,198,946
- Total income / additions
- $2,143,712
Expenses & distributions
- Benefits paid
- $917,384
- Administrative expenses
- $47,128
- Total expenses
- $964,512
- Net increase / (decrease)
- $1,179,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $35,282 | $0 | 2023 |
| Lpl Financial LLC | BROKER/ ADVISOR | $0 | $19,690 | 2023 |
| My Benefits LLC | CONTRACT ADMIN | $9,239 | $3,853 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $794 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palmetto Goodwill
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in North Charleston, SC
- Empower Annuity Ins Co Of America — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- My Benefits LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation