Plan5500

Davis Memorial Goodwill Industries, Inc. Health & Welfare Plan — Form 5500 plan (Davis Memorial 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, Davis Memorial Goodwill Industries, Inc. Health & Welfare Plan is a benefit plan reported by Davis Memorial Goodwill Industries, Inc. under EIN 53-0196588 and plan number 502. The latest loaded filing year is 2023. The filing reports 184 participants and $341,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davis Memorial Goodwill Industries, Inc.
EIN
53-0196588
Plan number
502
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
184
End-of-year plan assets
$341,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20240927121814NAL0002259905004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$341,115
Total liabilities (EOY)
$140,655
Net assets (EOY)
$200,460
Net assets (BOY)
$202,789

Income & contributions

Employer contributions
$910,043
Participant contributions
$71,241
Total contributions
$981,284
Total income / additions
$981,284

Expenses & distributions

Benefits paid
$899,600
Administrative expenses
$84,013
Total expenses
$983,613
Net increase / (decrease)
-$2,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boon Administrative ServicesTHIRD PARTY ADMINISTRATOR$37,315not reported in the loaded dataset2023
Independent Fiduciary Services, LLCTRUSTEE$24,000not reported in the loaded dataset2023
Citrin Cooperman & Company LlpAUDITOR$16,380not reported in the loaded dataset2023
Citrin Cooperman Advisors LLCTAX RETURN PREPARER$6,038not reported in the loaded dataset2023

Related Form 5500 pages