?>
Logo

GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC.
Plan identification number 001

GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC.
Employer identification number (EIN):381558550
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01GINNA RUPP GINNA RUPP2014-06-17
0012012-01-01GINNA RUPP GINNA RUPP2013-10-14
0012011-01-01GINNA RUPP
0012009-01-01SHELDON FAWORSKI
0012009-01-01SHELDON FAWORSKI
0012009-01-01SHELDON FAWORSKI

Plan Statistics for GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC.

401k plan membership statisitcs for GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC.

Measure Date Value
2013: GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01209
Total number of active participants reported on line 7a of the Form 55002013-01-0176
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0176
Number of participants with account balances2013-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01218
Total number of active participants reported on line 7a of the Form 55002012-01-01158
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 participants2012-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01168
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-0147
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0151
Number of participants with account balances2011-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01132
Total number of active participants reported on line 7a of the Form 55002009-01-0198
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01105
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC.

Measure Date Value
2013 : GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$241,832
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$34,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$32,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$171,133
Value of total assets at end of year2013-12-31$826,226
Value of total assets at beginning of year2013-12-31$618,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,435
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$99,757
Administrative expenses (other) incurred2013-12-31$1,435
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$207,744
Value of net assets at end of year (total assets less liabilities)2013-12-31$826,226
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$618,482
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$702,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$519,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$124,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$99,059
Net investment gain/loss from pooled separate accounts2013-12-31$70,699
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$71,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$32,653
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 name2013-12-31SEBER TANS, PLC
Accountancy firm EIN2013-12-31200503877
2012 : GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$209,199
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$15,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,585
Value of total corrective distributions2012-12-31$3,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$167,235
Value of total assets at end of year2012-12-31$618,482
Value of total assets at beginning of year2012-12-31$424,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,160
Total interest from all sources2012-12-31$2,621
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$88,794
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,940
Administrative expenses (other) incurred2012-12-31$1,160
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$194,165
Value of net assets at end of year (total assets less liabilities)2012-12-31$618,482
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$424,317
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$519,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$344,088
Interest earned on other investments2012-12-31$2,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$99,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$80,229
Net investment gain/loss from pooled separate accounts2012-12-31$39,343
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$72,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,585
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 name2012-12-31SEBER TANS, PLC
Accountancy firm EIN2012-12-31200503877
2011 : GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$116,797
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$56,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$55,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$123,622
Value of total assets at end of year2011-12-31$424,317
Value of total assets at beginning of year2011-12-31$364,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$904
Total interest from all sources2011-12-31$2,123
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$72,351
Administrative expenses (other) incurred2011-12-31$904
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$60,199
Value of net assets at end of year (total assets less liabilities)2011-12-31$424,317
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$364,118
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$344,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$298,358
Interest earned on other investments2011-12-31$2,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$80,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$65,760
Net investment gain/loss from pooled separate accounts2011-12-31$-8,948
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$51,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$55,694
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 name2011-12-31SEBER TANS, PLC
Accountancy firm EIN2011-12-31200503877
2010 : GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$110,271
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$34,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,718
Value of total corrective distributions2010-12-31$1,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$82,136
Value of total assets at end of year2010-12-31$364,118
Value of total assets at beginning of year2010-12-31$288,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$685
Total interest from all sources2010-12-31$1,611
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$100,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$59,529
Administrative expenses (other) incurred2010-12-31$685
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$75,877
Value of net assets at end of year (total assets less liabilities)2010-12-31$364,118
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$288,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$298,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$249,543
Interest earned on other investments2010-12-31$1,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$65,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$38,698
Net investment gain/loss from pooled separate accounts2010-12-31$26,524
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$22,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$31,718
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 investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SEBER TANS, PLC
Accountancy firm EIN2010-12-31200503877
2009 : GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC.

2013: GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3