2023 Form 5500 filing — Goodwill Industries Of Central North Carolina, Inc. 401k 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 20241004085542NAL0011209777001) for Goodwill Industries Of Central North Carolina, Inc. 401k Plan, reported by Goodwill Industries Of Central North Carolina, Inc under EIN 56-0862842 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004085542NAL0011209777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of Central North Carolina, Inc
- EIN
- 56-0862842
- Plan number
- 001
- Location
- Greensboro, NC
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,488,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,488,456
- Employer contributions
- $302,085
- Participant contributions
- $406,055
- Total income / additions
- $1,702,510
- Benefits paid
- $498,232
- Administrative expenses
- $9,624
- Total expenses
- $507,856
- Net increase / (decrease)
- $1,194,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Trust | CUSTODIAN | $37,401 | $0 |
| Wells Fargo Advisors | BROKER | $0 | $13,466 |
| Trinity Pension Group | TPA | $8,114 | not reported in the loaded dataset |
| Iron-Co-Fid-Comprehensive | CO-FIDUCIARY | $3,939 | not reported in the loaded dataset |
| Wells Fargo Wealth Brokerage | BROKER DEALER | $0 | $1,985 |
| Nationwide Life Insurance Company | INSURANCE CO. | $788 | not reported in the loaded dataset |