2023 Form 5500 filing — Mers/Missouri Goodwill 403b 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 20241015084508NAL0029048785001) for Mers/Missouri Goodwill 403b Plan, reported by Mers/Missouri Goodwill Industries under EIN 43-0652657 and plan number 003. It reports 7,545 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)$7.5MReported net assets$7,453,854
Participants7.5K7,545
Provider compensation$57.7K3 Schedule C row(s)$57,746
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015084508NAL0029048785001
- Plan sponsor
- Mers/Missouri Goodwill Industries
- EIN
- 43-0652657
- Plan number
- 003
- Location
- St Louis, MO
- 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)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,453,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,453,854
- Employer contributions
- $387,345
- Participant contributions
- $1,060,797
- Total income / additions
- $2,423,831
- Benefits paid
- $554,006
- Administrative expenses
- $8,269
- Total expenses
- $579,793
- Net increase / (decrease)
- $1,844,038
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $3,052 | $25,138 |
| Cutter And Co Brkg Inc | NONE | $0 | $23,186 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $6,370 | not reported in the loaded dataset |