2023 Form 5500 filing — Goodwill Central Coast 403(B) 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 20241008170027NAL0008599827001) for Goodwill Central Coast 403(B) Plan, reported by Goodwill Central Coast under EIN 94-1254638 and plan number 002. It reports 620 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)$4.2MReported net assets$4,161,206
Participants620
Provider compensation$42.5K3 Schedule C row(s)$42,459
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008170027NAL0008599827001
Plan sponsor
Goodwill Central Coast
EIN
94-1254638
Plan number
002
Location
Salinas, CA
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$411.2K
Benefits paid / distributions$369.5K
Contributions
Employer$206K
Participant$380.1K
Full reported line items
Total assets (EOY)
$4,161,206
Total liabilities (EOY)
$0
Net assets (EOY)
$4,161,206
Employer contributions
$206,017
Participant contributions
$380,050
Total income / additions
$1,201,079
Benefits paid
$369,468
Administrative expenses
$41,709
Total expenses
$411,177
Net increase / (decrease)
$789,902
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $36.3K · Indirect $751
  2. 2
    NONE · Direct $2.8K
  3. 3
    NONE · Direct $2.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008170027NAL0008599827001 cover?
It is the 2023 Form 5500 filing for Goodwill Central Coast 403(B) Plan, reported by Goodwill Central Coast (EIN 94-1254638).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages