Mers/Missouri Goodwill 403b 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 403b Plan is a benefit plan reported by Mers/Missouri Goodwill Industries under EIN 43-0652657 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,545 participants and $7,453,854 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.5MPlan net assets, end of year$7,453,854
Participants7.5KCovered participants reported7,545
Assets / participant$988Computed: assets ÷ participants$988 (computed)
Provider compensation$57.7K3 Schedule C provider row(s)$57,746
- Plan sponsor
- Mers/Missouri Goodwill Industries
- EIN
- 43-0652657
- Plan number
- 003
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,545 | H, C | 20241015084508NAL0029048785001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,453,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,453,854
- Net assets (BOY)
- $5,609,816
Income & contributions
- Employer contributions
- $387,345
- Participant contributions
- $1,060,797
- Total contributions
- $1,448,142
- Total income / additions
- $2,423,831
Expenses & distributions
- Benefits paid
- $554,006
- Administrative expenses
- $8,269
- Total expenses
- $579,793
- Net increase / (decrease)
- $1,844,038
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $3,052 | $25,138 | 2023 |
| Cutter And Co Brkg Inc | NONE | $0 | $23,186 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $6,370 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mers/Missouri Goodwill Industries
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St Louis, MO
- American United Life Insurance Co — Schedule C compensation
- Cutter And Co Brkg Inc — Schedule C compensation
- Rt Jones Capital Equities Mgmt Inc — Schedule C compensation