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 Of Goodwill-Southwest Florida is a benefit plan reported by Goodwill-Southwest Florida under EIN 59-6196141 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,205 participants and $4,876,094 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,876,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,876,094
- Net assets (BOY)
- $4,210,608
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $437,348
- Total contributions
- $585,302
- Total income / additions
- $1,078,375
Expenses & distributions
- Benefits paid
- $412,298
- Administrative expenses
- $591
- Total expenses
- $412,889
- Net increase / (decrease)
- $665,486