2023 Form 5500 filing — Goodwill Industries Of Southeastern Wisconsin, Inc. Employee Money Accumulation 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 20241002144224NAL0014602800001) for Goodwill Industries Of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan, reported by Goodwill Industries Of Southeastern Wisconsin, Inc. under EIN 39-0808491 and plan number 001. It reports 2,507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002144224NAL0014602800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of Southeastern Wisconsin, Inc.
- EIN
- 39-0808491
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 2,507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,425,655
- Net assets (EOY)
- $49,425,655
- Employer contributions
- $5,341,372
- Total income / additions
- $12,329,012
- Benefits paid
- $5,405,716
- Administrative expenses
- $173,356
- Total expenses
- $5,579,072
- Net increase / (decrease)
- $6,749,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $119,671 | $0 |
| Robert W Baird, Inc. | CONSULTANT | $35,835 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | AUDITOR | $17,850 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |