2023 Form 5500 filing — Goodwill Northern New England 403(B) 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 20250328093117NAL0001840386001) for Goodwill Northern New England 403(B) Plan, reported by Goodwill Industries Of Northern New England under EIN 01-0284340 and plan number 002. It reports 1,249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250328093117NAL0001840386001
Filing year
2023
Form type
2
Plan sponsor
Goodwill Industries Of Northern New England
EIN
01-0284340
Plan number
002
Location
Gorham, ME
Participants
1,249
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$15,385,889
Total liabilities (EOY)
$0
Net assets (EOY)
$15,385,889
Employer contributions
$345,138
Participant contributions
$981,243
Total income / additions
$3,932,874
Benefits paid
$1,117,421
Administrative expenses
$51,728
Total expenses
$1,181,076
Net increase / (decrease)
$2,751,798
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$51,728$0
David B MurrayBROKER/DEALER$0$24,705

Related Form 5500 pages