2023 Form 5500 filing — Goodwill Industries Of North Florida Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724155209NAL0007612387001) for Goodwill Industries Of North Florida Retirement Savings Plan, reported by Goodwill Industries Of North Florida, Inc. under EIN 59-0637858 and plan number 003. It reports 1,211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724155209NAL0007612387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of North Florida, Inc.
- EIN
- 59-0637858
- Plan number
- 003
- Location
- Jacksonville, FL
- Participants
- 1,211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,822,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,822,196
- Employer contributions
- $113,030
- Participant contributions
- $394,813
- Total income / additions
- $889,014
- Benefits paid
- $758,266
- Administrative expenses
- $2,541
- Total expenses
- $760,807
- Net increase / (decrease)
- $128,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mai Capital Management, LLC | INVESTMENT ADVISORY | $0 | $7,373 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,541 | $0 |