2023 Form 5500 filing — Goodwill Industries Of New Mexico 403(B) 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 20240724171133NAL0013492337001) for Goodwill Industries Of New Mexico 403(B) Plan, reported by Goodwill Industries Of New Mexico under EIN 85-0107916 and plan number 001. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$2,004,579
Participants432
Provider compensation$33.6K3 Schedule C row(s)$33,567
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240724171133NAL0013492337001
Plan sponsor
Goodwill Industries Of New Mexico
EIN
85-0107916
Plan number
001
Location
Albuquerque, NM
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$515.4K
Total expenses$266.8K
Benefits paid / distributions$243.1K
Contributions
Employer$57.1K
Participant$150.8K
Full reported line items
Total assets (EOY)
$2,004,579
Total liabilities (EOY)
$0
Net assets (EOY)
$2,004,579
Employer contributions
$57,119
Participant contributions
$150,765
Total income / additions
$515,423
Benefits paid
$243,073
Administrative expenses
$19,822
Total expenses
$266,755
Net increase / (decrease)
$248,668
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVEST PLATFORM · Direct $11.8K · Indirect $446
  2. 2
    TPA · Direct $11.7K
  3. 3
    INVESTMENT ADVISOR · Direct $9.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724171133NAL0013492337001 cover?
It is the 2023 Form 5500 filing for Goodwill Industries Of New Mexico 403(B) Plan, reported by Goodwill Industries Of New Mexico (EIN 85-0107916).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages