Goodworks, Inc. Federal Contract Retirement Plan — Form 5500 plan (Goodworks, 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, Goodworks, Inc. Federal Contract Retirement Plan is a benefit plan reported by Goodworks, Inc under EIN 52-2071295 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $2,089,221 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodworks, Inc
EIN
52-2071295
Plan number
001
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
265
End-of-year plan assets
$2,089,221

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20241014112153NAL0027138817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,089,221
Total liabilities (EOY)
$0
Net assets (EOY)
$2,089,221
Net assets (BOY)
$1,901,634

Income & contributions

Employer contributions
$503,493
Total contributions
$503,888
Total income / additions
$742,232

Expenses & distributions

Benefits paid
$517,988
Administrative expenses
$36,657
Total expenses
$554,645
Net increase / (decrease)
$187,587

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Touchstone Retirement Group LLCNONE$31,809$02023
Beam Wealth Advisors, IncanNONE$4,849$02023

Related Form 5500 pages