Goodwill Industries Of North Florida Retirement Savings Plan — Form 5500 plan (Goodwill Industries Of North Florida, 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, Goodwill Industries Of North Florida Retirement Savings Plan is a benefit plan reported by Goodwill Industries Of North Florida, Inc. under EIN 59-0637858 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,211 participants and $2,822,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of North Florida, Inc.
EIN
59-0637858
Plan number
003
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
1,211
End-of-year plan assets
$2,822,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,211H, C20240724155209NAL0007612387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,822,196
Total liabilities (EOY)
$0
Net assets (EOY)
$2,822,196
Net assets (BOY)
$2,693,989

Income & contributions

Employer contributions
$113,030
Participant contributions
$394,813
Total contributions
$507,843
Total income / additions
$889,014

Expenses & distributions

Benefits paid
$758,266
Administrative expenses
$2,541
Total expenses
$760,807
Net increase / (decrease)
$128,207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mai Capital Management, LLCINVESTMENT ADVISORY$0$7,3732023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,541$02023

Related Form 5500 pages