Goodwill Industries Of Central Iowa 403(B) Plan — Form 5500 plan (Goodwill Industries Of Central Iowa)
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 Industries Of Central Iowa 403(B) Plan is a benefit plan reported by Goodwill Industries Of Central Iowa under EIN 42-0764469 and plan number 001. The latest loaded filing year is 2023. The filing reports 942 participants and $6,050,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Industries Of Central Iowa
- EIN
- 42-0764469
- Plan number
- 001
- Plan type
- 2
- Location
- Johnston, IA
- Latest filing year
- 2023
- Participants
- 942
- End-of-year plan assets
- $6,050,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 942 | H, C | 20241011171817NAL0022420033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,050,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,050,679
- Net assets (BOY)
- $5,288,685
Income & contributions
- Employer contributions
- $526,006
- Participant contributions
- $461,082
- Total contributions
- $1,458,808
- Total income / additions
- $2,272,407
Expenses & distributions
- Benefits paid
- $1,453,404
- Administrative expenses
- $57,009
- Total expenses
- $1,510,413
- Net increase / (decrease)
- $761,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,009 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |