Goodwill Industries Of Orange County — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Orange County (EIN 95-1644018) is a plan sponsor located in Santa Ana, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-1644018
Location
Santa Ana, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$28,138,603
Total reported net assets (EOY)
$28,138,603

Contributions & income

Employer contributions
$660,658
Participant contributions
$1,510,509
Total income / additions
$6,141,115

Expenses & distributions

Benefits paid / distributions
$1,651,982
Total expenses
$1,804,096
Net increase / (decrease)
$4,337,019

Coverage

Total reported participants
2,503
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Goodwill Industries Of Orange County plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
403b Thrift Plan For Goodwill Industries Of Orange County, Ca0021,649$28,138,6032023
Goodwill Industries Of Orange County Employee Benefit Plan501854not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Goodwill Industries Of Orange County
YearPlanParticipantsSchedulesFiling
2023403b Thrift Plan For Goodwill Industries Of Orange County, Ca1,649H, C20241003114912NAL0004844995003
2023Goodwill Industries Of Orange County Employee Benefit Plan85420250127155421NAL0013167313001

Related Form 5500 pages