2023 Form 5500 filing — Goodwill Industries Of South Central Wi, Inc. 401(K) 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 20250108115921NAL0022123506001) for Goodwill Industries Of South Central Wi, Inc. 401(K) Plan, reported by Goodwill Industries Of South Central Wi, Inc. under EIN 39-1147571 and plan number 002. It reports 379 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)$4.3MReported net assets$4,312,564
Participants379
Provider compensation$17.9K3 Schedule C row(s)$17,869
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250108115921NAL0022123506001
Plan sponsor
Goodwill Industries Of South Central Wi, Inc.
EIN
39-1147571
Plan number
002
Location
Madison, WI
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)$4.3M total assets
Net assets$4.3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$934.5K
Benefits paid / distributions$915.8K
Contributions
Employer$184.3K
Participant$429K
Full reported line items
Total assets (EOY)
$4,312,564
Total liabilities (EOY)
$0
Net assets (EOY)
$4,312,564
Employer contributions
$184,341
Participant contributions
$428,959
Total income / additions
$1,348,006
Benefits paid
$915,841
Administrative expenses
$18,639
Total expenses
$934,480
Net increase / (decrease)
$413,526
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $12.1K
  2. 2
    RECORDKEEPER · Direct $5.7K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $4

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250108115921NAL0022123506001 cover?
It is the 2023 Form 5500 filing for Goodwill Industries Of South Central Wi, Inc. 401(K) Plan, reported by Goodwill Industries Of South Central Wi, Inc. (EIN 39-1147571).
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).

Related Form 5500 pages