Who sponsors the Goodwill Of Greater Washington Tax Deferred Annuity Plan?

Goodwill Of Greater Washington Tax Deferred Annuity Plan is reported as sponsored by Goodwill Of Greater Washington (EIN 53-0196588, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Goodwill Of Greater Washington Tax Deferred Annuity Plan?

The latest Form 5500 filing year loaded for Goodwill Of Greater Washington Tax Deferred Annuity Plan is 2023.

How many participants does Goodwill Of Greater Washington Tax Deferred Annuity Plan report?

Goodwill Of Greater Washington Tax Deferred Annuity Plan reports 837 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Goodwill Of Greater Washington Tax Deferred Annuity Plan?

Goodwill Of Greater Washington Tax Deferred Annuity Plan reports $19,045,225 in end-of-year plan assets in its latest loaded Form 5500 filing.

Goodwill Of Greater Washington Tax Deferred Annuity Plan — Form 5500 plan (Goodwill Of Greater Washington)

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 Of Greater Washington Tax Deferred Annuity Plan is a benefit plan reported by Goodwill Of Greater Washington under EIN 53-0196588 and plan number 001. The latest loaded filing year is 2023. The filing reports 837 participants and $19,045,225 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19MPlan net assets, end of year$19,045,225

Participants837Covered participants reported

Assets / participant$22.8KComputed: assets ÷ participants$22,754 (computed)

Provider compensation$25.6K2 Schedule C provider row(s)$25,570

Plan sponsor: Goodwill Of Greater Washington
EIN: 53-0196588
Plan number: 001
Plan type: 2
Location: Washington, DC
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	837	H, C	20241014143840NAL0052706642001

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)$19M total assets

Net assets$19MLiabilities$0

Money in vs. money out

Total income / additions$3.1M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$618.5K

Participant$709.5K

Full reported line items

Net assets

Total assets (EOY): $19,045,225
Total liabilities (EOY): $0
Net assets (EOY): $19,045,225
Net assets (BOY): $17,275,855

Income & contributions

Employer contributions: $618,511
Participant contributions: $709,487
Total contributions: $1,457,287
Total income / additions: $3,085,139

Expenses & distributions

Benefits paid: $1,242,276
Administrative expenses: $21,589
Total expenses: $1,315,769
Net increase / (decrease): $1,769,370

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Lincoln National Corporation	SERVICE PROVIDER	$25,545	$0	2023
Unum Life Ins Co Of America	SERVICE PROVIDER	$0	$25	2023