2023 Form 5500 filing — Goodwill Of Colorado Retirement Savings 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 20241009125507NAL0009209555001) for Goodwill Of Colorado Retirement Savings 403(B) Plan, reported by Goodwill Of Colorado under EIN 84-0513404 and plan number 001. It reports 3,715 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009125507NAL0009209555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Of Colorado
- EIN
- 84-0513404
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 3,715
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,003,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,003,710
- Employer contributions
- $1,555,742
- Participant contributions
- $820,324
- Total income / additions
- $4,764,641
- Benefits paid
- $2,279,728
- Administrative expenses
- $139,475
- Total expenses
- $2,429,930
- Net increase / (decrease)
- $2,334,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $98,785 | $0 |
| Ima Wealth Inc | INVESTMENT ADVISORY | $34,975 | $25 |
| Stockman Kast Ryan | ACCOUNTANT | $5,715 | not reported in the loaded dataset |