Goodwill Industries Of Dallas, Inc. 403(B) Tax-Deferred Annuity — Form 5500 plan (Goodwill Industries Of Dallas, 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 Industries Of Dallas, Inc. 403(B) Tax-Deferred Annuity is a benefit plan reported by Goodwill Industries Of Dallas, Inc. under EIN 75-0800649 and plan number 004. The latest loaded filing year is 2023. The filing reports 677 participants and $5,844,753 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.8MPlan net assets, end of year$5,844,753
Participants677Covered participants reported
Assets / participant$8.6KComputed: assets ÷ participants$8,633 (computed)
Provider compensation$17.9K1 Schedule C provider row(s)$17,949
- Plan sponsor
- Goodwill Industries Of Dallas, Inc.
- EIN
- 75-0800649
- Plan number
- 004
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 677 | H, C | 20241007143942NAL0016252529003 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $5,844,753
- Net assets (EOY)
- $5,844,753
- Net assets (BOY)
- $4,687,678
Income & contributions
- Employer contributions
- $366,053
- Participant contributions
- $206,379
- Total contributions
- $1,027,737
- Total income / additions
- $1,715,006
Expenses & distributions
- Benefits paid
- $531,945
- Administrative expenses
- $17,949
- Total expenses
- $557,931
- Net increase / (decrease)
- $1,157,075
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
64%36%
Employer 64%Participant 36%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,949 | $0 | 2023 |