2023 Form 5500 filing — 401(K) Profit-Sharing Plan For Employees Of Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area
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 20240731102450NAL0033714064001) for 401(K) Profit-Sharing Plan For Employees Of Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area, reported by Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area under EIN 36-2167846 and plan number 003. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731102450NAL0033714064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area
- EIN
- 36-2167846
- Plan number
- 003
- Location
- Rockford, IL
- Participants
- 348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,877,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,877,637
- Employer contributions
- $109,941
- Participant contributions
- $267,851
- Total income / additions
- $686,166
- Benefits paid
- $76,371
- Administrative expenses
- $6,007
- Total expenses
- $82,378
- Net increase / (decrease)
- $603,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Copany | CONTRACT ADMINISTRATOR | $6,504 | $0 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $437 | $0 |