Memphis Goodwill Inc. 403b Retirement Plan — Form 5500 plan (Memphis Goodwill 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, Memphis Goodwill Inc. 403b Retirement Plan is a benefit plan reported by Memphis Goodwill Inc. under EIN 26-3445007 and plan number 001. The latest loaded filing year is 2023. The filing reports 862 participants and $1,481,540 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Memphis Goodwill Inc.
- EIN
- 26-3445007
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 862
- End-of-year plan assets
- $1,481,540
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 862 | H, C | 20241008133128NAL0017687249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,481,540
- Total liabilities (EOY)
- $1,695
- Net assets (EOY)
- $1,479,845
- Net assets (BOY)
- $1,230,383
Income & contributions
- Employer contributions
- $168,259
- Participant contributions
- $279,395
- Total contributions
- $447,654
- Total income / additions
- $619,390
Expenses & distributions
- Benefits paid
- $326,836
- Administrative expenses
- $43,092
- Total expenses
- $369,928
- Net increase / (decrease)
- $249,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Avantax Retirement Plan Services | N/A | $43,092 | not reported in the loaded dataset | 2023 |