2023 Form 5500 filing — Goodwill Industries Of Hawaii, Inc. Health And Welfare Retirement Plan & Trust

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 20241015124213NAL0056189346001) for Goodwill Industries Of Hawaii, Inc. Health And Welfare Retirement Plan & Trust, reported by Goodwill Industries Of Hawaii, Inc. under EIN 99-6001264 and plan number 003. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015124213NAL0056189346001
Filing year
2023
Form type
2
Plan sponsor
Goodwill Industries Of Hawaii, Inc.
EIN
99-6001264
Plan number
003
Location
Honolulu, HI
Participants
138
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,268,484
Total liabilities (EOY)
$0
Net assets (EOY)
$1,268,484
Employer contributions
$69,651
Total income / additions
$241,306
Benefits paid
$22,955
Administrative expenses
$46,136
Total expenses
$69,091
Net increase / (decrease)
$172,215
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$40,192$0
Boon Administrative Services Inc.SERVICE PROVIDER$5,944$2,972

Related Form 5500 pages