2023 Form 5500 filing — 403(B) Thrift Plan For Goodwill Industries Of The Valleys, Inc.
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 20241015084932NAL0047087904001) for 403(B) Thrift Plan For Goodwill Industries Of The Valleys, Inc., reported by Goodwill Industries Of The Valleys, Inc. under EIN 54-0884014 and plan number 002. It reports 594 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)$7.2MReported net assets$7,230,806
Participants594
Provider compensation$3.1K1 Schedule C row(s)$3,137
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015084932NAL0047087904001
- Plan sponsor
- Goodwill Industries Of The Valleys, Inc.
- EIN
- 54-0884014
- Plan number
- 002
- Location
- Roanoke, VA
- 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)$7.2M total assets
Net assets$7.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,230,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,230,806
- Employer contributions
- $215,820
- Participant contributions
- $611,078
- Total income / additions
- $1,903,722
- Benefits paid
- $974,545
- Administrative expenses
- $3,175
- Total expenses
- $1,006,032
- Net increase / (decrease)
- $897,690
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $3,137 | $0 |