Plan5500

Goodwill Industries Of Central Arizona Retirement Plan — Form 5500 plan (Goodwill Of Central And Northern Arizona)

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 Central Arizona Retirement Plan is a benefit plan reported by Goodwill Of Central And Northern Arizona under EIN 86-0104415 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,801 participants and $14,469,953 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.5MPlan net assets, end of year$14,464,441
Participants4.8KCovered participants reported4,801
Assets / participant$3KComputed: assets ÷ participants$3,014 (computed)
Provider compensation$117.3K3 Schedule C provider row(s)$117,347
Plan sponsor
Goodwill Of Central And Northern Arizona
EIN
86-0104415
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,801 participants · 2Sch HSch C
    View filing →
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)$14.5M total assets
Net assets$14.5MLiabilities$5.5K
Money in vs. money out
Total income / additions$4.5M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$408.4K
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$14,469,953
Total liabilities (EOY)
$5,512
Net assets (EOY)
$14,464,441
Net assets (BOY)
$12,036,965

Income & contributions

Employer contributions
$408,378
Participant contributions
$1,803,382
Total contributions
$2,352,662
Total income / additions
$4,505,702

Expenses & distributions

Benefits paid
$1,997,512
Administrative expenses
$80,714
Total expenses
$2,078,226
Net increase / (decrease)
$2,427,476
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.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$80.7K
    CONTRACT ADMINISTRATOR · Direct $80.7K · Indirect $0
  2. 2
    Global Retirement Partners LLC$30.4K
    INVESTMENT ADVISORY · Direct $0 · Indirect $30.4K
  3. 3
    Desantiago Pension Consulting LLC$6.2K
    OTHER SERVICES · Direct $0 · Indirect $6.2K

What to inspect next

Frequently asked questions

Who sponsors the Goodwill Industries Of Central Arizona Retirement Plan?
Goodwill Industries Of Central Arizona Retirement Plan is reported as sponsored by Goodwill Of Central And Northern Arizona (EIN 86-0104415, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Goodwill Industries Of Central Arizona Retirement Plan?
The latest Form 5500 filing year loaded for Goodwill Industries Of Central Arizona Retirement Plan is 2023.
How many participants does Goodwill Industries Of Central Arizona Retirement Plan report?
Goodwill Industries Of Central Arizona Retirement Plan reports 4,801 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Goodwill Industries Of Central Arizona Retirement Plan?
Goodwill Industries Of Central Arizona Retirement Plan reports $14,469,953 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages