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403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GOODWILL OF THE SOUTHERN ALLEGHENIES has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL OF THE SOUTHERN ALLEGHENIES
Employer identification number (EIN):251115026
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01ROSEMARY KILLIAN ROSEMARY KILLIAN2018-10-05
0012016-01-01ROSEMARY KILLIAN ROSEMARY KILLIAN2017-10-06
0012015-01-01ROSEMARY KILLIAN ROSEMARY KILLIAN2016-09-14
0012014-01-01ROSEMARY KILLIAN ROSEMARY KILLIAN2015-10-02
0012013-01-01ROSEMARY KILLIAN ROSEMARY KILLIAN2014-08-20
0012012-01-01ROSEMARY PALUSKO ROSEMARY PALUSKO2013-09-24
0012011-01-01ROSEMARY PALUSKO ROSEMARY PALUSKO2012-10-11
0012010-01-01ROSEMARY PALUSKO ROSEMARY PALUSKO2012-10-24
0012009-01-01ROSEMARY PALUSKO ROSEMARY PALUSKO2012-10-24

Plan Statistics for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01241
Total number of active participants reported on line 7a of the Form 55002022-01-01246
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01270
Number of participants with account balances2022-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01241
Total number of active participants reported on line 7a of the Form 55002021-01-01216
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01241
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01213
Total number of active participants reported on line 7a of the Form 55002020-01-01201
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01241
Number of participants with account balances2020-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01185
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01213
Number of participants with account balances2019-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01196
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01185
Number of participants with account balances2018-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01198
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01196
Number of participants with account balances2017-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01190
Total number of active participants reported on line 7a of the Form 55002016-01-01172
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01198
Number of participants with account balances2016-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01283
Total number of active participants reported on line 7a of the Form 55002015-01-01168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01190
Number of participants with account balances2015-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01284
Total number of active participants reported on line 7a of the Form 55002014-01-01260
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01283
Number of participants with account balances2014-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01264
Total number of active participants reported on line 7a of the Form 55002013-01-01264
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01284
Number of participants with account balances2013-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01243
Total number of active participants reported on line 7a of the Form 55002012-01-01247
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01264
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01230
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01243
Number of participants with account balances2011-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01231
Total number of active participants reported on line 7a of the Form 55002010-01-01212
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01225
Number of participants with account balances2010-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01218
Total number of active participants reported on line 7a of the Form 55002009-01-01219
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01231
Number of participants with account balances2009-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-190,020
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$181,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$180,069
Expenses. Certain deemed distributions of participant loans2022-12-31$322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$242,282
Value of total assets at end of year2022-12-31$2,747,932
Value of total assets at beginning of year2022-12-31$3,119,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,089
Total interest from all sources2022-12-31$1,287
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$475,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$153,291
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$5,487
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-371,500
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,747,932
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,119,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,205,421
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,675,427
Interest earned on other investments2022-12-31$1,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$542,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$435,691
Net investment gain/loss from pooled separate accounts2022-12-31$-433,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$75,734
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$180,069
Contract administrator fees2022-12-31$1,089
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WESSEL AND COMPANY
Accountancy firm EIN2022-12-31251390233
2021 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$567,964
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$247,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$245,782
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$198,070
Value of total assets at end of year2021-12-31$3,119,432
Value of total assets at beginning of year2021-12-31$2,798,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,241
Total interest from all sources2021-12-31$4,211
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$475,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$132,730
Participant contributions at end of year2021-12-31$5,487
Participant contributions at beginning of year2021-12-31$4,626
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$320,941
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,119,432
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,798,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$2,675,427
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,315,965
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$4,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$435,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$475,458
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$365,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$65,340
Employer contributions (assets) at end of year2021-12-31$2,827
Employer contributions (assets) at beginning of year2021-12-31$2,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$245,782
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WESSEL AND COMPANU
Accountancy firm EIN2021-12-31251390233
2020 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$596,045
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$121,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$120,051
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$259,174
Value of total assets at end of year2020-12-31$2,798,491
Value of total assets at beginning of year2020-12-31$2,323,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,390
Total interest from all sources2020-12-31$4,013
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$475,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$157,195
Participant contributions at end of year2020-12-31$2,442
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$474,604
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,798,491
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,323,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,315,965
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,972,664
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$4,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$475,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$351,223
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$332,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$69,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$120,051
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WESSEL & COMPANY
Accountancy firm EIN2020-12-31251390233
2019 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$569,778
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$36,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$35,029
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$215,836
Value of total assets at end of year2019-12-31$2,323,887
Value of total assets at beginning of year2019-12-31$1,790,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,321
Total interest from all sources2019-12-31$5,646
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$475,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$146,351
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$970
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$533,428
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,323,887
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,790,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,972,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,490,048
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$5,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$351,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$300,411
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$348,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$68,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$35,029
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WESSEL & COMPANY
Accountancy firm EIN2019-12-31251390233
2018 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$102,158
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$89,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$88,444
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$231,299
Value of total assets at end of year2018-12-31$1,790,459
Value of total assets at beginning of year2018-12-31$1,778,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,331
Total interest from all sources2018-12-31$2,904
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$475,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$143,262
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,804
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$12,383
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,790,459
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,778,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,490,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,502,571
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$2,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$300,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$275,505
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-132,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$64,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$88,444
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WESSEL & COMPANY
Accountancy firm EIN2018-12-31251390233
2017 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$396,280
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$119,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$117,924
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$198,229
Value of total assets at end of year2017-12-31$1,778,076
Value of total assets at beginning of year2017-12-31$1,501,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,298
Total interest from all sources2017-12-31$2,674
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$475,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$137,976
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$277,058
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,778,076
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,501,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,502,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,247,093
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$2,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$275,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$253,925
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$195,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$60,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$117,924
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WESSEL & COMPANY
Accountancy firm EIN2017-12-31251390233
2016 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$328,672
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$468,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$466,927
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$209,074
Value of total assets at end of year2016-12-31$1,499,670
Value of total assets at beginning of year2016-12-31$1,639,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,170
Total interest from all sources2016-12-31$2,402
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$475,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$147,029
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,781
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-139,425
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,499,670
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,639,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,245,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,414,371
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$2,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$253,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$224,724
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$117,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$59,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$466,927
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WESSEL & COMPANY
Accountancy firm EIN2016-12-31251390233
2015 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,373
Total income from all sources (including contributions)2015-12-31$150,949
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$425,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$422,810
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$1,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$188,156
Value of total assets at end of year2015-12-31$1,640,430
Value of total assets at beginning of year2015-12-31$1,914,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,201
Total interest from all sources2015-12-31$2,121
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$475,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$128,839
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,373
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-274,917
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,638,575
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,913,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,415,488
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,718,263
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$2,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$224,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$196,602
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-39,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$59,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$422,810
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WESSEL & COMPANY
Accountancy firm EIN2015-12-31251390233
2014 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,639
Total income from all sources (including contributions)2014-12-31$282,263
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$177,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$174,487
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$1,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$176,467
Value of total assets at end of year2014-12-31$1,914,865
Value of total assets at beginning of year2014-12-31$1,810,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,300
Total interest from all sources2014-12-31$1,609
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$378,060
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$123,865
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,639
Other income not declared elsewhere2014-12-31$12
Administrative expenses (other) incurred2014-12-31$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$105,103
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,913,492
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,808,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,718,263
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,664,565
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$1,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$196,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$145,463
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$104,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$52,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$174,487
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WESSEL & COMPANY
Accountancy firm EIN2014-12-31251390233
2013 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,018
Total income from all sources (including contributions)2013-12-31$468,398
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$25,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,216
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$188,487
Value of total assets at end of year2013-12-31$1,810,028
Value of total assets at beginning of year2013-12-31$1,367,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,211
Total interest from all sources2013-12-31$1,553
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$378,060
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$132,741
Participant contributions at beginning of year2013-12-31$5,109
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,018
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$443,271
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,808,389
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,365,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,664,565
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,220,705
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$1,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$145,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$139,188
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$278,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$55,746
Employer contributions (assets) at beginning of year2013-12-31$2,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,216
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WESSEL & COMPANY
Accountancy firm EIN2013-12-31251390233
2012 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,905
Total income from all sources (including contributions)2012-12-31$301,781
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$40,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$35,783
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$1,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$180,405
Value of total assets at end of year2012-12-31$1,367,136
Value of total assets at beginning of year2012-12-31$1,105,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,723
Total interest from all sources2012-12-31$2,047
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$378,060
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$124,371
Participant contributions at end of year2012-12-31$5,109
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,905
Other income not declared elsewhere2012-12-31$2,385
Administrative expenses (other) incurred2012-12-31$3,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$261,196
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,365,118
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,103,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,220,705
Value of interest in pooled separate accounts at beginning of year2012-12-31$990,143
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$2,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$139,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$115,684
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$116,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$56,034
Employer contributions (assets) at end of year2012-12-31$2,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,783
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WESSEL & COMPANY
Accountancy firm EIN2012-12-31251390233
2011 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$939
Total income from all sources (including contributions)2011-12-31$169,504
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$39,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$34,044
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$182,688
Value of total assets at end of year2011-12-31$1,105,827
Value of total assets at beginning of year2011-12-31$974,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,105
Total interest from all sources2011-12-31$2,085
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$378,060
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$127,992
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$939
Other income not declared elsewhere2011-12-31$1,463
Administrative expenses (other) incurred2011-12-31$4,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$130,389
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,103,922
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$973,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$990,143
Value of interest in pooled separate accounts at beginning of year2011-12-31$876,816
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$2,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$115,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$97,656
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-16,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$54,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$34,044
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WESSEL & COMPANY
Accountancy firm EIN2011-12-31251390233
2010 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$551
Total income from all sources (including contributions)2010-12-31$303,119
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$25,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,548
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$184,044
Value of total assets at end of year2010-12-31$974,472
Value of total assets at beginning of year2010-12-31$696,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,266
Total interest from all sources2010-12-31$2,381
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$278,828
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$128,626
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$551
Other income not declared elsewhere2010-12-31$4,477
Administrative expenses (other) incurred2010-12-31$10,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$277,917
Value of net assets at end of year (total assets less liabilities)2010-12-31$973,533
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$695,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$876,816
Value of interest in pooled separate accounts at beginning of year2010-12-31$621,594
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$2,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$97,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$74,573
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$112,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$52,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,548
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WESSEL & COMPANY
Accountancy firm EIN2010-12-31251390233
2009 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC.

2022: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF THE CONEMAUGH VALLEY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered92
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered95
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $395
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees395
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered112
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $395
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees395
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered117
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $281
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees281
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered102
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $891
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees891
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered102
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,047
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1047
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered90
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $132
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees132
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROFRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered86
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $118
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees118
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered79
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered77
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $199
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees62
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDAVID HOLETS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered76
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $215
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011113B
Policy instance 1
Insurance contract or identification number011113B
Number of Individuals Covered73
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $243
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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