Goodwill Of Colorado Retirement Savings 403(B) Plan — Form 5500 plan (Goodwill Of Colorado)

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 Colorado Retirement Savings 403(B) Plan is a benefit plan reported by Goodwill Of Colorado under EIN 84-0513404 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,715 participants and $15,003,710 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Of Colorado
EIN
84-0513404
Plan number
001
Plan type
2
Location
Colorado Springs, CO
Latest filing year
2023
Participants
3,715
End-of-year plan assets
$15,003,710

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,715H, C20241009125507NAL0009209555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,003,710
Total liabilities (EOY)
$0
Net assets (EOY)
$15,003,710
Net assets (BOY)
$12,668,999

Income & contributions

Employer contributions
$1,555,742
Participant contributions
$820,324
Total contributions
$2,721,557
Total income / additions
$4,764,641

Expenses & distributions

Benefits paid
$2,279,728
Administrative expenses
$139,475
Total expenses
$2,429,930
Net increase / (decrease)
$2,334,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$98,785$02023
Ima Wealth IncINVESTMENT ADVISORY$34,975$252023
Stockman Kast RyanACCOUNTANT$5,715not reported in the loaded dataset2023

Related Form 5500 pages