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 403(B) Plan is a benefit plan reported by Goodwill Industries Of San Francisco, San Mateo, And Marin Counties under EIN 94-1156540 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $2,842,578 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,842,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,842,578
- Net assets (BOY)
- $2,190,017
Income & contributions
- Participant contributions
- $465,980
- Total contributions
- $478,289
- Total income / additions
- $880,118
Expenses & distributions
- Benefits paid
- $216,307
- Administrative expenses
- $11,250
- Total expenses
- $227,557
- Net increase / (decrease)
- $652,561