2023 Form 5500 filing — Memphis Goodwill Inc. 403b Retirement 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 20241008133128NAL0017687249001) for Memphis Goodwill Inc. 403b Retirement Plan, reported by Memphis Goodwill Inc. under EIN 26-3445007 and plan number 001. It reports 862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008133128NAL0017687249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Memphis Goodwill Inc.
- EIN
- 26-3445007
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 862
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,481,540
- Total liabilities (EOY)
- $1,695
- Net assets (EOY)
- $1,479,845
- Employer contributions
- $168,259
- Participant contributions
- $279,395
- Total income / additions
- $619,390
- Benefits paid
- $326,836
- Administrative expenses
- $43,092
- Total expenses
- $369,928
- Net increase / (decrease)
- $249,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avantax Retirement Plan Services | N/A | $43,092 | not reported in the loaded dataset |