2023 Form 5500 filing — 403b Thrift Plan For The Goodwill Industries Of Akron, Ohio, Inc.

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 20240814083836NAL0011539953001) for 403b Thrift Plan For The Goodwill Industries Of Akron, Ohio, Inc., reported by The Goodwill Industries Of Akron, Ohio, Inc. under EIN 34-0252230 and plan number 001. It reports 675 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)$5.1MReported net assets$5,112,182
Participants675
Provider compensation$11.4K1 Schedule C row(s)$11,368
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240814083836NAL0011539953001
Plan sponsor
The Goodwill Industries Of Akron, Ohio, Inc.
EIN
34-0252230
Plan number
001
Location
Akron, OH
Received date
not reported in the loaded dataset
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)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$452.3K
Benefits paid / distributions$414K
Contributions
Employer$181K
Participant$306.2K
Full reported line items
Total assets (EOY)
$5,112,182
Total liabilities (EOY)
$0
Net assets (EOY)
$5,112,182
Employer contributions
$180,956
Participant contributions
$306,184
Total income / additions
$1,245,087
Benefits paid
$414,015
Administrative expenses
$38,280
Total expenses
$452,295
Net increase / (decrease)
$792,792

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Valmark AdvisorsSERVICE PROVIDER$0$11,368

Related Form 5500 pages