2023 Form 5500 filing — Goodwill Industries, Inc. Omaha 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 20240925051438NAL0013879217001) for Goodwill Industries, Inc. Omaha Retirement Plan, reported by Goodwill Industries, Inc. under EIN 47-0378996 and plan number 001. It reports 964 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)$5.9MReported net assets$5,882,959

Participants964

Provider compensation$16.9K4 Schedule C row(s)$16,892

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240925051438NAL0013879217001
Plan sponsor: Goodwill Industries, Inc.
EIN: 47-0378996
Plan number: 001
Location: Omaha, NE
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)$5.9M total assets

Net assets$5.9MLiabilities$0

Money in vs. money out

Total income / additions$1.3M

Total expenses$698.5K

Benefits paid / distributions$661.1K

Contributions

Employer$147.4K

Participant$293.8K

Full reported line items

Total assets (EOY): $5,882,959
Total liabilities (EOY): $0
Net assets (EOY): $5,882,959
Employer contributions: $147,363
Participant contributions: $293,845
Total income / additions: $1,271,619
Benefits paid: $661,089
Administrative expenses: $37,430
Total expenses: $698,519
Net increase / (decrease): $573,100

Schedule C

Reported service provider compensation

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

1
Hub Investment Advisors, Inc$12.8K
SERVICE PROVIDER · Direct $0 · Indirect $12.8K
2
Ascensus$4.1K
TPA · Direct $0 · Indirect $4.1K
3
Voya Retirement Insurance And Annui$30
INVESTMENT ADVISORY · Direct $30 · Indirect $0
4
Morningstar Investment Management$30
INVESTMENT ADVISORY · Direct $30 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925051438NAL0013879217001 cover?: It is the 2023 Form 5500 filing for Goodwill Industries, Inc. Omaha Retirement Plan, reported by Goodwill Industries, Inc. (EIN 47-0378996).
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).