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Plan Name | GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. |
Employer identification number (EIN): | 344434288 |
NAIC Classification: | 624310 |
NAIC Description: | Vocational Rehabilitation Services |
Additional information about GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1933-03-29 |
Company Identification Number: | 154600 |
Legal Registered Office Address: |
FOUR SEAGATE, NINTH FL. - TOLEDO United States of America (USA) 43604 |
More information about GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | KELLIE SCHLACHTER | 2023-10-12 | ||
002 | 2021-01-01 | KELLIE SCHLACHTER | 2022-09-27 | ||
002 | 2020-01-01 | KELLIE SCHLACHTER | 2021-10-12 | ||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2018-01-01 |
Measure | Date | Value |
---|---|---|
2022: GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 223 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 26 |
Total of all active and inactive participants | 2022-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 249 |
Number of participants with account balances | 2022-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 385 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 355 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 27 |
Total of all active and inactive participants | 2021-01-01 | 383 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 383 |
Number of participants with account balances | 2021-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 374 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 359 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 22 |
Total of all active and inactive participants | 2020-01-01 | 381 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 381 |
Number of participants with account balances | 2020-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 233 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 249 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 20 |
Total of all active and inactive participants | 2019-01-01 | 269 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 269 |
Number of participants with account balances | 2019-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 392 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 369 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 12 |
Total of all active and inactive participants | 2018-01-01 | 382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 382 |
Number of participants with account balances | 2018-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-45,101 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $26,714 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $20,300 |
Value of total corrective distributions | 2022-12-31 | $1,780 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $82,075 |
Value of total assets at end of year | 2022-12-31 | $708,945 |
Value of total assets at beginning of year | 2022-12-31 | $780,760 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,634 |
Total interest from all sources | 2022-12-31 | $37 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $18,859 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $18,859 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $125,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $46,521 |
Participant contributions at end of year | 2022-12-31 | $1,500 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $5,851 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-71,815 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $708,945 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $780,760 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $3,460 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $675,907 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $751,881 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,835 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,588 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,588 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $37 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-146,072 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $29,703 |
Employer contributions (assets) at end of year | 2022-12-31 | $29,703 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $26,291 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $20,300 |
Contract administrator fees | 2022-12-31 | $1,174 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GBQ PARTNERS LLC |
Accountancy firm EIN | 2022-12-31 | 202122306 |
2021 : GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $169,330 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $40,043 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $34,101 |
Value of total corrective distributions | 2021-12-31 | $1,472 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $82,584 |
Value of total assets at end of year | 2021-12-31 | $780,760 |
Value of total assets at beginning of year | 2021-12-31 | $651,473 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,470 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $109,440 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $109,440 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $125,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $45,677 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $10,616 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $129,287 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $780,760 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $651,473 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $3,254 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $751,881 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $624,549 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,588 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,860 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,860 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-22,694 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $26,291 |
Employer contributions (assets) at end of year | 2021-12-31 | $26,291 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $25,064 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $34,101 |
Contract administrator fees | 2021-12-31 | $1,216 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $181,284 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $53,777 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $49,199 |
Value of total corrective distributions | 2020-12-31 | $1,801 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $96,033 |
Value of total assets at end of year | 2020-12-31 | $651,473 |
Value of total assets at beginning of year | 2020-12-31 | $523,966 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,777 |
Total interest from all sources | 2020-12-31 | $10 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $15,128 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $15,128 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $46,558 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $24,411 |
Administrative expenses (other) incurred | 2020-12-31 | $200 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $2,644 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $127,507 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $651,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $523,966 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $2,577 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $624,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $500,357 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,860 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $748 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $748 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $70,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $25,064 |
Employer contributions (assets) at end of year | 2020-12-31 | $25,064 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $20,217 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $49,199 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $475,340 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $15,673 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,540 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $436,493 |
Value of total assets at end of year | 2019-12-31 | $523,966 |
Value of total assets at beginning of year | 2019-12-31 | $64,299 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,133 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $11,383 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $11,383 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $125,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $46,606 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $369,670 |
Administrative expenses (other) incurred | 2019-12-31 | $300 |
Total non interest bearing cash at end of year | 2019-12-31 | $2,644 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,580 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $459,667 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $523,966 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $64,299 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $833 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $500,357 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $41,836 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $748 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $27,464 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $20,217 |
Employer contributions (assets) at end of year | 2019-12-31 | $20,217 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $20,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,540 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $81,278 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $16,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $16,506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $84,459 |
Value of total assets at end of year | 2018-12-31 | $64,299 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $473 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,198 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,198 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $125,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $63,587 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $450 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,580 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $64,299 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $64,299 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $23 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $41,836 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $11 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,379 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $20,872 |
Employer contributions (assets) at end of year | 2018-12-31 | $20,872 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $16,506 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTON, LARSON, ALLEN, LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2022: GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GOODWILL INDUSTRIES OF NORTHWEST OHIO, INC. 403(B) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Submission has been amended | Yes |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |