Heart Of Texas Goodwill Industries 403b Plan — Form 5500 plan (Heart Of Texas Goodwill Industries 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, Heart Of Texas Goodwill Industries 403b Plan is a benefit plan reported by Heart Of Texas Goodwill Industries Inc. under EIN 74-1238443 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $1,415,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heart Of Texas Goodwill Industries Inc.
- EIN
- 74-1238443
- Plan number
- 001
- Plan type
- 2
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $1,415,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241015124915NAL0014659507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,415,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,415,105
- Net assets (BOY)
- $1,293,998
Income & contributions
- Employer contributions
- $66,355
- Participant contributions
- $114,852
- Total contributions
- $185,410
- Total income / additions
- $380,412
Expenses & distributions
- Benefits paid
- $241,986
- Administrative expenses
- $13,353
- Total expenses
- $259,305
- Net increase / (decrease)
- $121,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $7,870 | $5,966 | 2023 |
| Raymond James Fncl Srvs | NONE | $5,483 | not reported in the loaded dataset | 2023 |