Mers/Missouri Goodwill Defined Contribution Plan — Form 5500 plan (Mers/Missouri Goodwill Industries)

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, Mers/Missouri Goodwill Defined Contribution Plan is a benefit plan reported by Mers/Missouri Goodwill Industries under EIN 43-0652657 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,834 participants and $12,454,732 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mers/Missouri Goodwill Industries
EIN
43-0652657
Plan number
001
Plan type
2
Location
St Louis, MO
Latest filing year
2023
Participants
4,834
End-of-year plan assets
$12,454,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,834H, C20241015084705NAL0029052273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,454,732
Total liabilities (EOY)
$0
Net assets (EOY)
$12,454,732
Net assets (BOY)
$10,581,388

Income & contributions

Employer contributions
$1,520,845
Participant contributions
$0
Total contributions
$1,520,845
Total income / additions
$3,067,998

Expenses & distributions

Benefits paid
$1,171,489
Administrative expenses
$23,165
Total expenses
$1,194,654
Net increase / (decrease)
$1,873,344

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$2,070$44,5662023
Rt Jones Capital Equities Mgmt IncNONE$22,272not reported in the loaded dataset2023

Related Form 5500 pages