2023 Form 5500 filing — 403b Thrift Plan For Goodwill Industries Of Orange County, Ca
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 20241003114912NAL0004844995003) for 403b Thrift Plan For Goodwill Industries Of Orange County, Ca, reported by Goodwill Industries Of Orange County, California under EIN 95-1644018 and plan number 002. It reports 1,649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003114912NAL0004844995003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of Orange County, California
- EIN
- 95-1644018
- Plan number
- 002
- Location
- Santa Ana, CA
- Participants
- 1,649
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,138,603
- Net assets (EOY)
- $28,138,603
- Employer contributions
- $660,658
- Participant contributions
- $1,510,509
- Total income / additions
- $6,141,115
- Benefits paid
- $1,651,982
- Administrative expenses
- $122,984
- Total expenses
- $1,804,096
- Net increase / (decrease)
- $4,337,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $82,069 | $0 |
| Beacon Pointe Advisors LLC | INVESTMENT ADVISOR | $40,320 | not reported in the loaded dataset |
| Mutual Of America | SERVICE PROVIDER | $595 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |