Goodwill Of South Texas 403(B) Retirement Plan — Form 5500 plan (Goodwill Of South Texas)
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 South Texas 403(B) Retirement Plan is a benefit plan reported by Goodwill Of South Texas under EIN 74-1223056 and plan number 001. The latest loaded filing year is 2023. The filing reports 36 participants and $1,703,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill Of South Texas
- EIN
- 74-1223056
- Plan number
- 001
- Plan type
- 2
- Location
- Corpus Christi, TX
- Latest filing year
- 2023
- Participants
- 36
- End-of-year plan assets
- $1,703,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | H, C | 20241015163145NAL0015084867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,703,235
- Total liabilities (EOY)
- $5,509
- Net assets (EOY)
- $1,697,726
- Net assets (BOY)
- $1,472,641
Income & contributions
- Employer contributions
- $55,270
- Participant contributions
- $105,392
- Total contributions
- $348,544
- Total income / additions
- $508,092
Expenses & distributions
- Benefits paid
- $234,964
- Administrative expenses
- $48,043
- Total expenses
- $283,007
- Net increase / (decrease)
- $225,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Park Fowler & Co., Pllc | ACCOUNTANT | $14,750 | not reported in the loaded dataset | 2023 |
| Admin316 | CONSULTANT | $9,252 | not reported in the loaded dataset | 2023 |
| Benefitexcel | ADVISOR | $4,688 | not reported in the loaded dataset | 2023 |
| Oasis | ADVISOR | $3,954 | not reported in the loaded dataset | 2023 |
| Strategic Wealth Management | CONSULTANT | $2,666 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Rocky Mt | RECORD KEEPER | $1,802 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwill Of South Texas
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Corpus Christi, TX
- Park Fowler & Co., Pllc — Schedule C compensation
- Admin316 — Schedule C compensation
- Benefitexcel — Schedule C compensation
- Oasis — Schedule C compensation
- Strategic Wealth Management — Schedule C compensation
- Alliance Benefit Group Rocky Mt — Schedule C compensation