403(B) Thrift Plan Of Goodwill Industries Of Michiana, Inc. — Form 5500 plan (Goodwill Industries Of Michiana, 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, 403(B) Thrift Plan Of Goodwill Industries Of Michiana, Inc. is a benefit plan reported by Goodwill Industries Of Michiana, Inc. under EIN 35-1093073 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,049 participants and $13,573,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Industries Of Michiana, Inc.
- EIN
- 35-1093073
- Plan number
- 001
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 1,049
- End-of-year plan assets
- $13,573,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,049 | H, C | 20241203093821NAL0003612912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,573,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,573,208
- Net assets (BOY)
- $11,245,795
Income & contributions
- Employer contributions
- $932,868
- Participant contributions
- $847,455
- Total contributions
- $1,795,100
- Total income / additions
- $3,751,872
Expenses & distributions
- Benefits paid
- $1,285,312
- Administrative expenses
- $139,147
- Total expenses
- $1,424,459
- Net increase / (decrease)
- $2,327,413
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $115,551 | not reported in the loaded dataset | 2023 |
| Edward Jones & Co Lp | INVESTMENT ADVISOR | $29,357 | not reported in the loaded dataset | 2023 |
| Admin Partners, LLC | CONTRACT ADMIN | $21,590 | $3,020 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwill Industries Of Michiana, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Bend, IN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Edward Jones & Co Lp — Schedule C compensation
- Admin Partners, LLC — Schedule C compensation