Goodwill Industries Of Southern California, Inc. 403(B) Thrift Plan — Form 5500 plan (Goodwill Industries Of Southern California, 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 Southern California, Inc. 403(B) Thrift Plan is a benefit plan reported by Goodwill Industries Of Southern California, Inc. under EIN 95-1641441 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,337 participants and $16,156,009 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of Southern California, Inc.
EIN
95-1641441
Plan number
002
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
3,337
End-of-year plan assets
$16,156,009

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,337H, C20241010193033NAL0041325410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,156,009
Total liabilities (EOY)
$0
Net assets (EOY)
$16,156,009
Net assets (BOY)
$13,896,118

Income & contributions

Employer contributions
$223,999
Participant contributions
$1,019,523
Total contributions
$1,351,278
Total income / additions
$3,548,984

Expenses & distributions

Benefits paid
$1,212,775
Administrative expenses
$76,318
Total expenses
$1,289,093
Net increase / (decrease)
$2,259,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideTRUST CUSTODIAN$38,868$02023
National Benefit Services, LLCTHIRD PARTY ADMINISTRATOR$10,762$7,1012023

Related Form 5500 pages