2023 Form 5500 filing — Goodwill Industries Of Dallas, Inc. 403(B) Tax-Deferred Annuity

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 20241007143942NAL0016252529003) for Goodwill Industries Of Dallas, Inc. 403(B) Tax-Deferred Annuity, reported by Goodwill Industries Of Dallas, Inc. under EIN 75-0800649 and plan number 004. It reports 677 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)$5.8MReported net assets$5,844,753
Participants677
Provider compensation$17.9K1 Schedule C row(s)$17,949
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007143942NAL0016252529003
Plan sponsor
Goodwill Industries Of Dallas, Inc.
EIN
75-0800649
Plan number
004
Location
Dallas, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$5.8M total assets
Net assets$5.8MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$557.9K
Benefits paid / distributions$531.9K
Contributions
Employer$366.1K
Participant$206.4K
Full reported line items
Total assets (EOY)
$5,844,753
Net assets (EOY)
$5,844,753
Employer contributions
$366,053
Participant contributions
$206,379
Total income / additions
$1,715,006
Benefits paid
$531,945
Administrative expenses
$17,949
Total expenses
$557,931
Net increase / (decrease)
$1,157,075
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $17.9K · Indirect $0

Related Form 5500 pages