Goodwill Of North Georgia, Inc Tax Deferred Annuity Plan — Form 5500 plan (Goodwill Of North Georgia, Inc)

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, Goodwill Of North Georgia, Inc Tax Deferred Annuity Plan is a benefit plan reported by Goodwill Of North Georgia, Inc under EIN 20-8351046 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,449 participants and $24,409,798 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Of North Georgia, Inc
EIN
20-8351046
Plan number
001
Plan type
2
Location
Decatur, GA
Latest filing year
2023
Participants
3,449
End-of-year plan assets
$24,409,798

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,449H, C20241223100933NAL0014215184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,409,798
Total liabilities (EOY)
$0
Net assets (EOY)
$24,409,798
Net assets (BOY)
$21,315,282

Income & contributions

Employer contributions
$1,351,618
Participant contributions
$1,903,050
Total contributions
$3,257,404
Total income / additions
$5,499,547

Expenses & distributions

Benefits paid
$2,377,170
Administrative expenses
$27,861
Total expenses
$2,405,031
Net increase / (decrease)
$3,094,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$27,861$02023

Related Form 5500 pages