Goodwill Industries-Manasota, Inc. Retirement Plan — Form 5500 plan (Goodwill Industries-Manasota, 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-Manasota, Inc. Retirement Plan is a benefit plan reported by Goodwill Industries-Manasota, Inc. under EIN 59-2074391 and plan number 002. The latest loaded filing year is 2023. The filing reports 815 participants and $4,526,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Industries-Manasota, Inc.
- EIN
- 59-2074391
- Plan number
- 002
- Plan type
- 2
- Location
- Bradenton, FL
- Latest filing year
- 2023
- Participants
- 815
- End-of-year plan assets
- $4,526,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 815 | H, C | 20241004102830NAL0005622275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,526,931
- Total liabilities (EOY)
- $2,354
- Net assets (EOY)
- $4,524,577
- Net assets (BOY)
- $4,551,909
Income & contributions
- Employer contributions
- $243,099
- Participant contributions
- $412,129
- Total contributions
- $786,658
- Total income / additions
- $1,357,792
Expenses & distributions
- Benefits paid
- $1,360,860
- Administrative expenses
- $24,264
- Total expenses
- $1,385,124
- Net increase / (decrease)
- -$27,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goodwill Industries-Manasota, Inc. | OTHER | $23,000 | not reported in the loaded dataset | 2023 |
| First Party Administrators | CONTRACT ADMIN | $4,897 | $2,013 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,533 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $530 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwill Industries-Manasota, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bradenton, FL
- Goodwill Industries-Manasota, Inc. — Schedule C compensation
- First Party Administrators — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation