403(B) Thrift Plan For Goodwill Industries Of The Valleys, Inc. — Form 5500 plan (Goodwill Industries Of The Valleys, 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, 403(B) Thrift Plan For Goodwill Industries Of The Valleys, Inc. is a benefit plan reported by Goodwill Industries Of The Valleys, Inc. under EIN 54-0884014 and plan number 002. The latest loaded filing year is 2023. The filing reports 594 participants and $7,230,806 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.2MPlan net assets, end of year$7,230,806
Participants594Covered participants reported
Assets / participant$12.2KComputed: assets ÷ participants$12,173 (computed)
Provider compensation$3.1K1 Schedule C provider row(s)$3,137
- Plan sponsor
- Goodwill Industries Of The Valleys, Inc.
- EIN
- 54-0884014
- Plan number
- 002
- Plan type
- 2
- Location
- Roanoke, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 594 | H, C | 20241015084932NAL0047087904001 |
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)$7.2M total assets
Net assets$7.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,230,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,230,806
- Net assets (BOY)
- $6,333,116
Income & contributions
- Employer contributions
- $215,820
- Participant contributions
- $611,078
- Total contributions
- $950,144
- Total income / additions
- $1,903,722
Expenses & distributions
- Benefits paid
- $974,545
- Administrative expenses
- $3,175
- Total expenses
- $1,006,032
- Net increase / (decrease)
- $897,690
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.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $3,137 | $0 | 2023 |