Plan5500

Hagerstown Goodwill Industries Inc Employee 401k Retirement Plan — Form 5500 plan (Hagerstown Goodwill Industries 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, Hagerstown Goodwill Industries Inc Employee 401k Retirement Plan is a benefit plan reported by Hagerstown Goodwill Industries Inc under EIN 52-0660403 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $3,448,346 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.4MPlan net assets, end of year$3,446,857
Participants449Covered participants reported
Assets / participant$7.7KComputed: assets ÷ participants$7,680 (computed)
Provider compensation$17.7K3 Schedule C provider row(s)$17,671
Plan sponsor
Hagerstown Goodwill Industries Inc
EIN
52-0660403
Plan number
001
Plan type
2
Location
Hagerstown, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    449 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$1.5K
Money in vs. money out
Total income / additions$969K
Total expenses$291.8K
Benefits paid / distributions$279.1K
Contributions
Employer$229.3K
Participant$309.8K
Full reported line items

Net assets

Total assets (EOY)
$3,448,346
Total liabilities (EOY)
$1,489
Net assets (EOY)
$3,446,857
Net assets (BOY)
$2,769,672

Income & contributions

Employer contributions
$229,266
Participant contributions
$309,779
Total contributions
$557,322
Total income / additions
$968,986

Expenses & distributions

Benefits paid
$279,059
Administrative expenses
$10,884
Total expenses
$291,801
Net increase / (decrease)
$677,185
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Smith Elliott Kearns & Company, LLC$7.8K
    CONTRACT ADMIN · Direct $7.8K
  2. 2
    Wells Fargo Clearing Services LLC$7.2K
    BROKER/ADVISOR · Direct $0 · Indirect $7.2K
  3. 3
    Empower Annuity Ins Co Of America$2.6K
    RECORDKEEPER · Direct $2.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Hagerstown Goodwill Industries Inc Employee 401k Retirement Plan?
Hagerstown Goodwill Industries Inc Employee 401k Retirement Plan is reported as sponsored by Hagerstown Goodwill Industries Inc (EIN 52-0660403, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Hagerstown Goodwill Industries Inc Employee 401k Retirement Plan?
The latest Form 5500 filing year loaded for Hagerstown Goodwill Industries Inc Employee 401k Retirement Plan is 2023.
How many participants does Hagerstown Goodwill Industries Inc Employee 401k Retirement Plan report?
Hagerstown Goodwill Industries Inc Employee 401k Retirement Plan reports 449 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Hagerstown Goodwill Industries Inc Employee 401k Retirement Plan?
Hagerstown Goodwill Industries Inc Employee 401k Retirement Plan reports $3,448,346 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages