2023 Form 5500 filing — Goodwill Industries Of Northeast Indiana, Inc. 401(K) 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 20241007081338NAL0015801297001) for Goodwill Industries Of Northeast Indiana, Inc. 401(K) Plan, reported by Goodwill Industries Of Northeast Indiana, Inc. under EIN 35-1905018 and plan number 002. It reports 168 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)$3.1MReported net assets$3,060,401
Participants168
Provider compensation$29.3K2 Schedule C row(s)$29,308
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007081338NAL0015801297001
- Plan sponsor
- Goodwill Industries Of Northeast Indiana, Inc.
- EIN
- 35-1905018
- Plan number
- 002
- Location
- Fort Wayne, IN
- Received date
- not reported in the loaded dataset
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)$3.1M total assets
Net assets$3.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,060,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,060,401
- Employer contributions
- $95,504
- Participant contributions
- $234,246
- Total income / additions
- $832,947
- Benefits paid
- $741,092
- Administrative expenses
- $29,995
- Total expenses
- $771,087
- Net increase / (decrease)
- $61,860
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Advisors | NONE | $16,806 | not reported in the loaded dataset |
| Riversedge Adv Ret Solutions | NONE | $12,502 | $0 |