Plain-English plan 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, Morgan Memorial Goodwill Industries Inc 403 (B) Retirement Plan is a benefit plan reported by Morgan Memorial Goodwill Industries, Inc. under EIN 04-2106765 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $8,229,770 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,229,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,229,770
- Net assets (BOY)
- $7,135,692
Income & contributions
- Employer contributions
- $95,193
- Participant contributions
- $481,604
- Total contributions
- $578,550
- Total income / additions
- $1,665,718
Expenses & distributions
- Benefits paid
- $473,796
- Administrative expenses
- $73,854
- Total expenses
- $571,640
- Net increase / (decrease)
- $1,094,078