2023 Form 5500 filing — Davis Memorial Goodwill Industries, Inc. Health & Welfare 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 20240927121814NAL0002259905004) for Davis Memorial Goodwill Industries, Inc. Health & Welfare Plan, reported by Davis Memorial Goodwill Industries, Inc. under EIN 53-0196588 and plan number 502. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927121814NAL0002259905004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis Memorial Goodwill Industries, Inc.
- EIN
- 53-0196588
- Plan number
- 502
- Location
- Washington, DC
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $341,115
- Total liabilities (EOY)
- $140,655
- Net assets (EOY)
- $200,460
- Employer contributions
- $910,043
- Participant contributions
- $71,241
- Total income / additions
- $981,284
- Benefits paid
- $899,600
- Administrative expenses
- $84,013
- Total expenses
- $983,613
- Net increase / (decrease)
- -$2,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boon Administrative Services | THIRD PARTY ADMINISTRATOR | $37,315 | not reported in the loaded dataset |
| Independent Fiduciary Services, LLC | TRUSTEE | $24,000 | not reported in the loaded dataset |
| Citrin Cooperman & Company Llp | AUDITOR | $16,380 | not reported in the loaded dataset |
| Citrin Cooperman Advisors LLC | TAX RETURN PREPARER | $6,038 | not reported in the loaded dataset |