2023 Form 5500 filing — Goodwill Of San Antonio Retirement Savings 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 20241014093916NAL0052961570001) for Goodwill Of San Antonio Retirement Savings Plan, reported by Goodwill Industries Of San Antonio under EIN 74-1238444 and plan number 002. It reports 3,430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093916NAL0052961570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwill Industries Of San Antonio
- EIN
- 74-1238444
- Plan number
- 002
- Location
- San Antonio, TX
- Participants
- 3,430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,911,972
- Total liabilities (EOY)
- $154,464
- Net assets (EOY)
- $24,757,508
- Employer contributions
- $1,783,218
- Participant contributions
- $3,016,837
- Total income / additions
- $7,959,858
- Benefits paid
- $3,390,073
- Administrative expenses
- $275,939
- Total expenses
- $3,780,408
- Net increase / (decrease)
- $4,179,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Benefit Group | RECORDKEEPING | $110,397 | not reported in the loaded dataset |
| Matrix Trust Company | ASSET CUSTODIAN | $17,994 | not reported in the loaded dataset |