Goodwill Of San Antonio Retirement Savings Plan — Form 5500 plan (Goodwill Industries Of San Antonio)

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 San Antonio Retirement Savings Plan is a benefit plan reported by Goodwill Industries Of San Antonio under EIN 74-1238444 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,430 participants and $24,911,972 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of San Antonio
EIN
74-1238444
Plan number
002
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
3,430
End-of-year plan assets
$24,911,972

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,430H, C20241014093916NAL0052961570001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,911,972
Total liabilities (EOY)
$154,464
Net assets (EOY)
$24,757,508
Net assets (BOY)
$20,578,058

Income & contributions

Employer contributions
$1,783,218
Participant contributions
$3,016,837
Total contributions
$5,061,838
Total income / additions
$7,959,858

Expenses & distributions

Benefits paid
$3,390,073
Administrative expenses
$275,939
Total expenses
$3,780,408
Net increase / (decrease)
$4,179,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Benefit GroupRECORDKEEPING$110,397not reported in the loaded dataset2023
Matrix Trust CompanyASSET CUSTODIAN$17,994not reported in the loaded dataset2023

Related Form 5500 pages