2023 Form 5500 filing — Goodwill Industries Of North Central Wisconsin, Inc. 403(B) Retirement 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 20240819090418NAL0000837363001) for Goodwill Industries Of North Central Wisconsin, Inc. 403(B) Retirement Plan, reported by Goodwill Industries Of North Central Wisconsin, Inc. under EIN 39-1144913 and plan number 003. It reports 1,510 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)$22.5MReported net assets$22,503,657
Participants1.5K1,510
Provider compensation$92.3K1 Schedule C row(s)$92,254
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240819090418NAL0000837363001
- Plan sponsor
- Goodwill Industries Of North Central Wisconsin, Inc.
- EIN
- 39-1144913
- Plan number
- 003
- Location
- Menasha, WI
- 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)$22.5M total assets
Net assets$22.5MLiabilities$21.5K
Full reported line items
- Total assets (EOY)
- $22,525,171
- Total liabilities (EOY)
- $21,514
- Net assets (EOY)
- $22,503,657
- Employer contributions
- $793,819
- Participant contributions
- $1,154,307
- Total income / additions
- $5,793,884
- Benefits paid
- $2,019,297
- Administrative expenses
- $92,254
- Total expenses
- $2,130,875
- Net increase / (decrease)
- $3,663,009
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $92,254 | not reported in the loaded dataset |