Goodwill Of Greater Washington Tax Deferred Annuity Plan — Form 5500 plan (Goodwill Of Greater Washington)
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 Of Greater Washington Tax Deferred Annuity Plan is a benefit plan reported by Goodwill Of Greater Washington under EIN 53-0196588 and plan number 001. The latest loaded filing year is 2023. The filing reports 837 participants and $19,045,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Of Greater Washington
- EIN
- 53-0196588
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 837
- End-of-year plan assets
- $19,045,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 837 | H, C | 20241014143840NAL0052706642001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,045,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,045,225
- Net assets (BOY)
- $17,275,855
Income & contributions
- Employer contributions
- $618,511
- Participant contributions
- $709,487
- Total contributions
- $1,457,287
- Total income / additions
- $3,085,139
Expenses & distributions
- Benefits paid
- $1,242,276
- Administrative expenses
- $21,589
- Total expenses
- $1,315,769
- Net increase / (decrease)
- $1,769,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $25,545 | $0 | 2023 |
| Unum Life Ins Co Of America | SERVICE PROVIDER | $0 | $25 | 2023 |