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GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN
Plan identification number 001

GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND, INC.
Employer identification number (EIN):381426892
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN

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
0012017-01-01SUSAN BURDICK
0012016-01-01SUSAN BURDICK
0012015-01-01SUSAN BURDICK
0012014-01-01SUSAN BURDICK
0012013-01-01SUSAN BURDICK
0012012-01-01SUSAN BURDICK
0012011-01-01SUSAN BURDICK
0012010-01-01SUSAN L BURDICK SUSAN L. BURDICK2011-08-04
0012009-01-01SUSAN BURDICK SUSAN BURDICK2010-10-15
0012009-01-01SUSAN BURDICK SUSAN BURDICK2010-10-15

Plan Statistics for GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-01144
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01157
Number of participants with account balances2022-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01185
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01146
Number of participants with account balances2021-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01179
Number of participants with account balances2020-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01213
Total number of active participants reported on line 7a of the Form 55002019-01-01183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01195
Number of participants with account balances2019-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01223
Total number of active participants reported on line 7a of the Form 55002018-01-01200
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01213
Number of participants with account balances2018-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-01212
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01223
Number of participants with account balances2017-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01269
Total number of active participants reported on line 7a of the Form 55002016-01-01224
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01234
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01252
Total number of active participants reported on line 7a of the Form 55002015-01-01254
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01269
Number of participants with account balances2015-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01244
Total number of active participants reported on line 7a of the Form 55002014-01-01244
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01252
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01244
Total number of active participants reported on line 7a of the Form 55002013-01-01223
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01234
Number of participants with account balances2013-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01246
Total number of active participants reported on line 7a of the Form 55002012-01-01230
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01240
Number of participants with account balances2012-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01234
Total number of active participants reported on line 7a of the Form 55002011-01-01232
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01246
Number of participants with account balances2011-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01239
Total number of active participants reported on line 7a of the Form 55002010-01-01219
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01234
Number of participants with account balances2010-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01194
Total number of active participants reported on line 7a of the Form 55002009-01-01199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01208
Number of participants with account balances2009-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-36,563
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$137,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$136,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$206,903
Value of total assets at end of year2022-12-31$1,776,623
Value of total assets at beginning of year2022-12-31$1,950,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$700
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$30,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$30,124
Administrative expenses professional fees incurred2022-12-31$700
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$129,793
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$51
Total non interest bearing cash at end of year2022-12-31$2,840
Total non interest bearing cash at beginning of year2022-12-31$2,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-173,784
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,776,623
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,950,407
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$1,065,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,232,004
Value of interest in common/collective trusts at end of year2022-12-31$701,830
Value of interest in common/collective trusts at beginning of year2022-12-31$713,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-237,317
Net investment gain or loss from common/collective trusts2022-12-31$-36,273
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$77,110
Employer contributions (assets) at end of year2022-12-31$6,092
Employer contributions (assets) at beginning of year2022-12-31$1,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$136,521
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 name2022-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2022-12-31381357951
2021 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$357,514
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$251,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$251,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$154,800
Value of total assets at end of year2021-12-31$1,950,407
Value of total assets at beginning of year2021-12-31$1,844,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$650
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$167,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$167,363
Administrative expenses professional fees incurred2021-12-31$650
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$95,163
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$2,776
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$521
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$51
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$191
Other income not declared elsewhere2021-12-31$22
Total non interest bearing cash at end of year2021-12-31$2,839
Total non interest bearing cash at beginning of year2021-12-31$2,816
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$105,675
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,950,407
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,844,732
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$1,232,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,420,155
Value of interest in common/collective trusts at end of year2021-12-31$713,677
Value of interest in common/collective trusts at beginning of year2021-12-31$415,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,280
Net investment gain or loss from common/collective trusts2021-12-31$28,049
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$59,116
Employer contributions (assets) at end of year2021-12-31$1,836
Employer contributions (assets) at beginning of year2021-12-31$3,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$251,189
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2021-12-31381357951
2020 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$394,121
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$205,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$205,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$192,890
Value of total assets at end of year2020-12-31$1,844,732
Value of total assets at beginning of year2020-12-31$1,656,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$450
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$43,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$43,444
Administrative expenses professional fees incurred2020-12-31$450
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$112,810
Participant contributions at end of year2020-12-31$2,776
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$191
Other income not declared elsewhere2020-12-31$48
Total non interest bearing cash at end of year2020-12-31$2,816
Total non interest bearing cash at beginning of year2020-12-31$11,371
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$188,473
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,844,732
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,656,259
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$1,420,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,281,139
Value of interest in common/collective trusts at end of year2020-12-31$415,224
Value of interest in common/collective trusts at beginning of year2020-12-31$362,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$148,714
Net investment gain or loss from common/collective trusts2020-12-31$9,025
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$62,863
Employer contributions (assets) at end of year2020-12-31$3,570
Employer contributions (assets) at beginning of year2020-12-31$1,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$205,198
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 name2020-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2020-12-31381357951
2019 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$422,554
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$514,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$514,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$166,290
Value of total assets at end of year2019-12-31$1,656,259
Value of total assets at beginning of year2019-12-31$1,748,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$686
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$39,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$39,806
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$106,495
Total non interest bearing cash at end of year2019-12-31$11,371
Total non interest bearing cash at beginning of year2019-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-92,156
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,656,259
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,748,415
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
Investment advisory and management fees2019-12-31$686
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,281,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,323,119
Value of interest in common/collective trusts at end of year2019-12-31$362,553
Value of interest in common/collective trusts at beginning of year2019-12-31$423,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$216,458
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$59,795
Employer contributions (assets) at end of year2019-12-31$1,196
Employer contributions (assets) at beginning of year2019-12-31$1,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$514,024
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 name2019-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2019-12-31381357951
2018 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$124,250
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$157,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$156,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$192,886
Value of total assets at end of year2018-12-31$1,748,415
Value of total assets at beginning of year2018-12-31$1,781,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$600
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$51,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$51,623
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$129,179
Total non interest bearing cash at end of year2018-12-31$8
Total non interest bearing cash at beginning of year2018-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-33,033
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,748,415
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,781,448
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
Investment advisory and management fees2018-12-31$600
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,323,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,360,177
Value of interest in common/collective trusts at end of year2018-12-31$423,720
Value of interest in common/collective trusts at beginning of year2018-12-31$420,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-120,259
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$63,707
Employer contributions (assets) at end of year2018-12-31$1,568
Employer contributions (assets) at beginning of year2018-12-31$495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$156,683
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 name2018-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2018-12-31381357951
2017 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$385,228
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$69,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$69,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$195,333
Value of total assets at end of year2017-12-31$1,781,448
Value of total assets at beginning of year2017-12-31$1,466,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$901
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$40,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$40,216
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$129,572
Total non interest bearing cash at end of year2017-12-31$8
Total non interest bearing cash at beginning of year2017-12-31$5
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$315,297
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,781,448
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,466,151
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
Investment advisory and management fees2017-12-31$901
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,360,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,137,317
Value of interest in common/collective trusts at end of year2017-12-31$420,768
Value of interest in common/collective trusts at beginning of year2017-12-31$320,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$149,679
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$65,761
Employer contributions (assets) at end of year2017-12-31$495
Employer contributions (assets) at beginning of year2017-12-31$8,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$69,030
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 name2017-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2017-12-31381357951
2016 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$293,128
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$236,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$235,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$201,512
Value of total assets at end of year2016-12-31$1,466,151
Value of total assets at beginning of year2016-12-31$1,409,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,589
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$34,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$34,155
Administrative expenses professional fees incurred2016-12-31$1,589
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$129,728
Total non interest bearing cash at end of year2016-12-31$5
Total non interest bearing cash at beginning of year2016-12-31$5
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$56,256
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,466,151
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,409,895
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$1,137,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,137,927
Value of interest in common/collective trusts at end of year2016-12-31$320,107
Value of interest in common/collective trusts at beginning of year2016-12-31$264,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$57,461
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$71,784
Employer contributions (assets) at end of year2016-12-31$8,722
Employer contributions (assets) at beginning of year2016-12-31$7,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$235,283
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 name2016-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2016-12-31381357951
2015 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$214,799
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$25,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$25,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$223,688
Value of total assets at end of year2015-12-31$1,409,895
Value of total assets at beginning of year2015-12-31$1,220,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$703
Total interest from all sources2015-12-31$0
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
Administrative expenses professional fees incurred2015-12-31$703
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$141,931
Total non interest bearing cash at end of year2015-12-31$5
Total non interest bearing cash at beginning of year2015-12-31$7,251
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$189,092
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,409,895
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,220,803
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$1,137,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,018,702
Value of interest in common/collective trusts at end of year2015-12-31$264,319
Value of interest in common/collective trusts at beginning of year2015-12-31$187,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,707
Net investment gain or loss from common/collective trusts2015-12-31$818
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$81,757
Employer contributions (assets) at end of year2015-12-31$7,644
Employer contributions (assets) at beginning of year2015-12-31$7,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,004
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 name2015-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2015-12-31381357951
2014 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$301,565
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$110,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$109,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$235,656
Value of total assets at end of year2014-12-31$1,220,803
Value of total assets at beginning of year2014-12-31$1,029,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,375
Total interest from all sources2014-12-31$0
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
Administrative expenses professional fees incurred2014-12-31$1,375
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$150,181
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$7,251
Total non interest bearing cash at beginning of year2014-12-31$9,653
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$191,129
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,220,803
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,029,674
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$1,018,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$859,452
Value of interest in common/collective trusts at end of year2014-12-31$187,300
Value of interest in common/collective trusts at beginning of year2014-12-31$160,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$63,678
Net investment gain or loss from common/collective trusts2014-12-31$2,231
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$85,475
Employer contributions (assets) at end of year2014-12-31$7,550
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$109,061
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 name2014-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2014-12-31381357951
2013 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$319,891
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$18,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$198,946
Value of total assets at end of year2013-12-31$1,029,674
Value of total assets at beginning of year2013-12-31$728,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,595
Total interest from all sources2013-12-31$0
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
Administrative expenses professional fees incurred2013-12-31$1,595
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$127,992
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$3,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$9,653
Total non interest bearing cash at beginning of year2013-12-31$78
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$301,509
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,029,674
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$728,165
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$859,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$586,692
Value of interest in common/collective trusts at end of year2013-12-31$160,569
Value of interest in common/collective trusts at beginning of year2013-12-31$135,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$121,397
Net investment gain or loss from common/collective trusts2013-12-31$-452
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$70,954
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,787
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 name2013-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2013-12-31381357951
2012 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,100
Total income from all sources (including contributions)2012-12-31$358,443
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$69,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$65,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$300,222
Value of total assets at end of year2012-12-31$728,165
Value of total assets at beginning of year2012-12-31$445,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,865
Total interest from all sources2012-12-31$0
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
Administrative expenses professional fees incurred2012-12-31$3,865
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$145,555
Participant contributions at end of year2012-12-31$3,559
Participant contributions at beginning of year2012-12-31$3,733
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$76,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,100
Total non interest bearing cash at end of year2012-12-31$78
Total non interest bearing cash at beginning of year2012-12-31$6,100
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$288,895
Value of net assets at end of year (total assets less liabilities)2012-12-31$728,165
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$439,270
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$586,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$352,437
Value of interest in common/collective trusts at end of year2012-12-31$135,380
Value of interest in common/collective trusts at beginning of year2012-12-31$80,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$56,430
Net investment gain or loss from common/collective trusts2012-12-31$1,791
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$78,056
Employer contributions (assets) at end of year2012-12-31$2,456
Employer contributions (assets) at beginning of year2012-12-31$2,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$65,683
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 name2012-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2012-12-31381357951
2011 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$6,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$209,943
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$46,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$43,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$209,264
Value of total assets at end of year2011-12-31$445,370
Value of total assets at beginning of year2011-12-31$275,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,096
Total interest from all sources2011-12-31$0
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
Administrative expenses professional fees incurred2011-12-31$3,096
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$134,211
Participant contributions at end of year2011-12-31$3,733
Participant contributions at beginning of year2011-12-31$3,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,100
Total non interest bearing cash at end of year2011-12-31$6,100
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$163,638
Value of net assets at end of year (total assets less liabilities)2011-12-31$439,270
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$275,632
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$352,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$232,564
Value of interest in common/collective trusts at end of year2011-12-31$80,431
Value of interest in common/collective trusts at beginning of year2011-12-31$36,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,714
Net investment gain or loss from common/collective trusts2011-12-31$2,393
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$75,053
Employer contributions (assets) at end of year2011-12-31$2,669
Employer contributions (assets) at beginning of year2011-12-31$3,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$43,209
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 name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$175,294
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$35,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$32,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$150,124
Value of total assets at end of year2010-12-31$275,632
Value of total assets at beginning of year2010-12-31$135,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,399
Total interest from all sources2010-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$106,870
Participant contributions at end of year2010-12-31$3,672
Participant contributions at beginning of year2010-12-31$5,723
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$578
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$139,774
Value of net assets at end of year (total assets less liabilities)2010-12-31$275,632
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$135,858
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
Investment advisory and management fees2010-12-31$3,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$232,564
Value of interest in pooled separate accounts at beginning of year2010-12-31$122,505
Value of interest in common/collective trusts at end of year2010-12-31$36,203
Value of interest in common/collective trusts at beginning of year2010-12-31$5,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,413
Net investment gain/loss from pooled separate accounts2010-12-31$8,977
Net investment gain or loss from common/collective trusts2010-12-31$780
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$42,676
Employer contributions (assets) at end of year2010-12-31$3,193
Employer contributions (assets) at beginning of year2010-12-31$2,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$32,121
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31No
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 name2010-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN

2022: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number615978
Policy instance 1
Insurance contract or identification number615978
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-11-09
Total amount of commissions paid to insurance brokerUSD $302
Total amount of fees paid to insurance companyUSD $99
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 Administration0
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
Commission paid to Insurance BrokerUSD $302
Insurance broker organization code?3
Amount paid for insurance broker fees99
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTHE OLDENBURG COMPANY INC.

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