2023 Form 5500 filing — Goodwill Industries Of Southern California, Inc. 403(B) Thrift 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 20241010193033NAL0041325410001) for Goodwill Industries Of Southern California, Inc. 403(B) Thrift Plan, reported by Goodwill Industries Of Southern California, Inc. under EIN 95-1641441 and plan number 002. It reports 3,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010193033NAL0041325410001
Filing year
2023
Form type
2
Plan sponsor
Goodwill Industries Of Southern California, Inc.
EIN
95-1641441
Plan number
002
Location
Los Angeles, CA
Participants
3,337
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,156,009
Total liabilities (EOY)
$0
Net assets (EOY)
$16,156,009
Employer contributions
$223,999
Participant contributions
$1,019,523
Total income / additions
$3,548,984
Benefits paid
$1,212,775
Administrative expenses
$76,318
Total expenses
$1,289,093
Net increase / (decrease)
$2,259,891
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
NationwideTRUST CUSTODIAN$38,868$0
National Benefit Services, LLCTHIRD PARTY ADMINISTRATOR$10,762$7,101

Related Form 5500 pages