Goodwill Retirement Plan — Form 5500 plan (Goodwill Industries Of Houston, 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, Goodwill Retirement Plan is a benefit plan reported by Goodwill Industries Of Houston, Inc. under EIN 74-1285095 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,067 participants and $4,082,055 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of Houston, Inc.
EIN
74-1285095
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
1,067
End-of-year plan assets
$4,082,055

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,067H, C20250203104938NAL0003193155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,082,055
Total liabilities (EOY)
$0
Net assets (EOY)
$4,082,055
Net assets (BOY)
$3,753,017

Income & contributions

Employer contributions
$467,643
Total contributions
$471,284
Total income / additions
$947,220

Expenses & distributions

Benefits paid
$580,502
Administrative expenses
$32,400
Total expenses
$618,182
Net increase / (decrease)
$329,038

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Admin ServicesNONE$32,400$02023

Related Form 5500 pages