403(B) Thrift Plan For Employees Of Goodwill Of South Mississippi Inc. — Form 5500 plan (Goodwill Industries Of South Mississippi)
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 Employees Of Goodwill Of South Mississippi Inc. is a benefit plan reported by Goodwill Industries Of South Mississippi under EIN 64-0547585 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $2,729,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Industries Of South Mississippi
- EIN
- 64-0547585
- Plan number
- 001
- Plan type
- 2
- Location
- Gulfport, MS
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $2,729,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20241023105114NAL0003963777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,729,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,729,314
- Net assets (BOY)
- $2,930,391
Income & contributions
- Employer contributions
- $287,559
- Participant contributions
- $62,520
- Total contributions
- $352,096
- Total income / additions
- $509,964
Expenses & distributions
- Benefits paid
- $707,744
- Administrative expenses
- $1,569
- Total expenses
- $711,041
- Net increase / (decrease)
- -$201,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $1,319 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $250 | $0 | 2023 |