2023 Form 5500 filing — 403(B) Thrift Plan Of Goodwill Industries Of Southern Arizona, Inc.

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 20250527163103NAL0004067363001) for 403(B) Thrift Plan Of Goodwill Industries Of Southern Arizona, Inc., reported by Goodwill Industries Of Southern Arizona, Inc. under EIN 86-0223401 and plan number 001. It reports 952 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)$6.8MReported net assets$6,763,590

Participants952

Provider compensation$8.5K2 Schedule C row(s)$8,543

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250527163103NAL0004067363001
Plan sponsor: Goodwill Industries Of Southern Arizona, Inc.
EIN: 86-0223401
Plan number: 001
Location: Tucson, AZ
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)$6.8M total assets

Net assets$6.8MLiabilities$0

Money in vs. money out

Total income / additions$1.6M

Total expenses$1M

Benefits paid / distributions$1M

Contributions

Employer$255.1K

Participant$432K

Full reported line items

Total assets (EOY): $6,763,590
Total liabilities (EOY): $0
Net assets (EOY): $6,763,590
Employer contributions: $255,100
Participant contributions: $432,043
Total income / additions: $1,635,504
Benefits paid: $1,018,521
Administrative expenses: $7,261
Total expenses: $1,027,265
Net increase / (decrease): $608,239

Schedule C

Reported service provider compensation

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

1
Nationwide$7.3K
TRUST RECORDKEEPER · Direct $7.3K · Indirect $0
2
Mutual Of America$1.3K
INSURANCE CARRIER · Direct $1.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250527163103NAL0004067363001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Goodwill Industries Of Southern Arizona, Inc., reported by Goodwill Industries Of Southern Arizona, Inc. (EIN 86-0223401).
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).