2023 Form 5500 filing — Goodwill Industries Of Sacramento Valley & Northern Nevada 403(B) Retirement 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 20241015144832NAL0058221026001) for Goodwill Industries Of Sacramento Valley & Northern Nevada 403(B) Retirement Plan, reported by Goodwill Industries Of Sacramento Valley & Northern Nevada, Inc. under EIN 94-1201202 and plan number 001. It reports 147 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)$3.1MReported net assets$3,103,942

Participants147

Provider compensation$3.7K1 Schedule C row(s)$3,744

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015144832NAL0058221026001
Plan sponsor: Goodwill Industries Of Sacramento Valley & Northern Nevada, Inc.
EIN: 94-1201202
Plan number: 001
Location: Sacramento, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$3.1M total assets

Net assets$3.1MLiabilities$0

Money in vs. money out

Total income / additions$1.1M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$208K

Participant$432.4K

Full reported line items

Total assets (EOY): $3,103,942
Total liabilities (EOY): $0
Net assets (EOY): $3,103,942
Employer contributions: $208,013
Participant contributions: $432,393
Total income / additions: $1,071,154
Benefits paid: $1,331,668
Administrative expenses: $1,245
Total expenses: $1,332,913
Net increase / (decrease): -$261,759

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
American United Life Insurance Co$3.7K
NONE · Direct $953 · Indirect $2.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015144832NAL0058221026001 cover?: It is the 2023 Form 5500 filing for Goodwill Industries Of Sacramento Valley & Northern Nevada 403(B) Retirement Plan, reported by Goodwill Industries Of Sacramento Valley & Northern Nevada, Inc. (EIN 94-1201202).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).