2023 Form 5500 filing — Heart Of Texas Goodwill Industries 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 20241015124915NAL0014659507001) for Heart Of Texas Goodwill Industries 403b Plan, reported by Heart Of Texas Goodwill Industries Inc. under EIN 74-1238443 and plan number 001. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124915NAL0014659507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heart Of Texas Goodwill Industries Inc.
- EIN
- 74-1238443
- Plan number
- 001
- Location
- Waco, TX
- Participants
- 618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,415,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,415,105
- Employer contributions
- $66,355
- Participant contributions
- $114,852
- Total income / additions
- $380,412
- Benefits paid
- $241,986
- Administrative expenses
- $13,353
- Total expenses
- $259,305
- Net increase / (decrease)
- $121,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $7,870 | $5,966 |
| Raymond James Fncl Srvs | NONE | $5,483 | not reported in the loaded dataset |