2023 Form 5500 filing — Goodwill Industries Of Southeast Louisiana, Inc. 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 20241014112309NAL0014834563001) for Goodwill Industries Of Southeast Louisiana, Inc. 403(B) Plan, reported by Goodwill Industries Of Southeast Louisiana, Inc under EIN 72-0546906 and plan number 001. It reports 758 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)$1.5MReported net assets$1,501,015
Participants758
Provider compensation$29.1K2 Schedule C row(s)$29,064
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014112309NAL0014834563001
- Plan sponsor
- Goodwill Industries Of Southeast Louisiana, Inc
- EIN
- 72-0546906
- Plan number
- 001
- Location
- New Orleans, LA
- Received date
- not reported in the loaded dataset
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,501,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,501,015
- Employer contributions
- $63,957
- Participant contributions
- $257,434
- Total income / additions
- $517,764
- Benefits paid
- $240,825
- Administrative expenses
- $29,064
- Total expenses
- $269,889
- Net increase / (decrease)
- $247,875
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Touchstone Retriement Group, LLC | NONE | $25,821 | not reported in the loaded dataset |
| Beam Asset Management | ADVISOR | $3,243 | not reported in the loaded dataset |