Other
2024 plan-year Other DOL Form 5500

Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Goodwill of the Coastal Empire · Georgia · Healthcare & Social Assistance

What the 2023 filing shows

Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. holds $5M for 877 participants — about $5,392 per participant, up 15.6% over the 2024 plan year.

$5M
total plan assets (2024 EOY)
877
covered participants
$5,392
avg assets per participant
+15.6%
assets growth YoY
Total Assets (2023)
$5M
Participants
877
State
Industry
Healthcare & Social Assistance

What the Filing Says About Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc.

Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. is a Other retirement plan sponsored by Goodwill of the Coastal Empire, headquartered in Georgia. As of the 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 877 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 461548302, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2024 to $5M at year-end — a gain of 15.6%. Net assets (after liabilities) closed the year at $5M, with reported net income of $637K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$637K
Plan TypeOther
Employer EIN461548302
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goodwill of the Coastal Empire)

Year Plans Participants Total Assets
2022 1 1,139 $3M
2023 1 1,124 $4M
2024 1 877 $5M

Nearby Other Plans in Georgia

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc.?
As of the 2024 Form 5500 filing, Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. holds $5M in total assets with 877 participants. It is sponsored by Goodwill of the Coastal Empire.
What type of plan is Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc.?
Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. is a Other plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 461548302.
Who sponsors the Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc.?
Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. is sponsored by Goodwill of the Coastal Empire, located in Georgia. The sponsor's EIN is 461548302 and the plan operates in the Healthcare & Social Assistance industry.
How did Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. perform in 2024?
Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. grew by 15.6% during 2024, moving from $4M to $5M in total assets. Net income was $637K.
Where can I find official filings for Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc.?
Official Form 5500 filings for Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 461548302 or plan name at efast.dol.gov.
How does Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. compare to other plans?
You can compare Safe-Harbor 403(b) Thrift Plan for Employees of Goodwill of the Coastal Empire, Inc. against other Other plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 461548302.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.