403b Thrift Plan For Goodwill Industries Of Orange County, Ca — Form 5500 plan (Goodwill Industries Of Orange County, California)
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, 403b Thrift Plan For Goodwill Industries Of Orange County, Ca is a benefit plan reported by Goodwill Industries Of Orange County, California under EIN 95-1644018 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,649 participants and $28,138,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Industries Of Orange County, California
- EIN
- 95-1644018
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 1,649
- End-of-year plan assets
- $28,138,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,649 | H, C | 20241003114912NAL0004844995003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,138,603
- Net assets (EOY)
- $28,138,603
- Net assets (BOY)
- $23,801,584
Income & contributions
- Employer contributions
- $660,658
- Participant contributions
- $1,510,509
- Total contributions
- $2,470,760
- Total income / additions
- $6,141,115
Expenses & distributions
- Benefits paid
- $1,651,982
- Administrative expenses
- $122,984
- Total expenses
- $1,804,096
- Net increase / (decrease)
- $4,337,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $82,069 | $0 | 2023 |
| Beacon Pointe Advisors LLC | INVESTMENT ADVISOR | $40,320 | not reported in the loaded dataset | 2023 |
| Mutual Of America | SERVICE PROVIDER | $595 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwill Industries Of Orange County, California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Beacon Pointe Advisors LLC — Schedule C compensation
- Mutual Of America — Schedule C compensation
- National Financial Services — Schedule C compensation