403(B) Thrift Plan For Goodwill Industries Of Kentucky, Inc. — Form 5500 plan (Goodwill Industries Of Kentucky, 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, 403(B) Thrift Plan For Goodwill Industries Of Kentucky, Inc. is a benefit plan reported by Goodwill Industries Of Kentucky, Inc. under EIN 61-0475284 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,049 participants and $18,427,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of Kentucky, Inc.
EIN
61-0475284
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
3,049
End-of-year plan assets
$18,427,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,049H, C20240723151006NAL0011534849002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,427,469
Net assets (EOY)
$18,427,469
Net assets (BOY)
$14,837,822

Income & contributions

Employer contributions
$1,224,281
Participant contributions
$1,787,952
Total contributions
$3,041,871
Total income / additions
$5,563,104

Expenses & distributions

Benefits paid
$1,913,836
Administrative expenses
$59,621
Total expenses
$1,973,457
Net increase / (decrease)
$3,589,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$76,122$02023
Retirement Management Services LLCCONTRACT ADMIN$22,101$10,0002023

Related Form 5500 pages