Section 403(B) Retirement Plan For Goodwill Industries Suncoast, Inc. — Form 5500 plan (Goodwill Industries Suncoast, 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, Section 403(B) Retirement Plan For Goodwill Industries Suncoast, Inc. is a benefit plan reported by Goodwill Industries Suncoast, Inc. under EIN 59-0718492 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,196 participants and $16,430,736 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Suncoast, Inc.
EIN
59-0718492
Plan number
001
Plan type
2
Location
St. Petersburg, FL
Latest filing year
2023
Participants
1,196
End-of-year plan assets
$16,430,736

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,196H, C20241011143342NAL0022046433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,430,736
Total liabilities (EOY)
$0
Net assets (EOY)
$16,430,736
Net assets (BOY)
$14,349,742

Income & contributions

Employer contributions
$381,142
Participant contributions
$714,271
Total contributions
$1,132,294
Total income / additions
$3,310,784

Expenses & distributions

Benefits paid
$1,152,241
Administrative expenses
$56,239
Total expenses
$1,229,790
Net increase / (decrease)
$2,080,994

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Metlife Life Insurance CompanyRECORDKEEPER$49,910$02023

Related Form 5500 pages