Plan5500

Goodwill Industries Of Southeast Louisiana, Inc. 403(B) Plan — Form 5500 plan (Goodwill Industries Of Southeast Louisiana, 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 Southeast Louisiana, Inc. 403(B) Plan is a benefit plan reported by Goodwill Industries Of Southeast Louisiana, Inc under EIN 72-0546906 and plan number 001. The latest loaded filing year is 2023. The filing reports 758 participants and $1,501,015 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of Southeast Louisiana, Inc
EIN
72-0546906
Plan number
001
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
758
End-of-year plan assets
$1,501,015

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023758H, C20241014112309NAL0014834563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,501,015
Total liabilities (EOY)
$0
Net assets (EOY)
$1,501,015
Net assets (BOY)
$1,253,140

Income & contributions

Employer contributions
$63,957
Participant contributions
$257,434
Total contributions
$335,632
Total income / additions
$517,764

Expenses & distributions

Benefits paid
$240,825
Administrative expenses
$29,064
Total expenses
$269,889
Net increase / (decrease)
$247,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Touchstone Retriement Group, LLCNONE$25,821not reported in the loaded dataset2023
Beam Asset ManagementADVISOR$3,243not reported in the loaded dataset2023

Related Form 5500 pages