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GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL
Plan identification number 001

GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 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 NORTHERN MICHIGAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF NORTHERN MICHIGAN, INC.
Employer identification number (EIN):381976268
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about GOODWILL INDUSTRIES OF NORTHERN MICHIGAN, INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 775131
Legal Registered Office Address: 2279 S AIRPORT RD W TRAVERSE CITY


United States of America (USA)
49684

More information about GOODWILL INDUSTRIES OF NORTHERN MICHIGAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01ALLISON CAVANAUGH2023-07-16
0012020-10-01DAN BURON2022-04-12
0012019-10-01DAN BURON2021-02-07
0012018-10-01DAN BURON2020-06-08
0012017-10-01DAN BURON2019-04-18
0012016-10-01
0012015-10-01DAN BURON
0012014-10-01DAVID DRAKE
0012013-10-01DAVE DRAKE
0012012-10-01DAVID DRAKE
0012011-10-01DAVID DRAKE
0012010-10-01DAVID DRAKE
0012009-10-01DAVID DRAKE
0012008-10-01

Plan Statistics for GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL

401k plan membership statisitcs for GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL

Measure Date Value
2021: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2021 401k membership
Total participants, beginning-of-year2021-10-01331
Total number of active participants reported on line 7a of the Form 55002021-10-01188
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01147
Total of all active and inactive participants2021-10-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01335
Number of participants with account balances2021-10-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-013
2020: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2020 401k membership
Total participants, beginning-of-year2020-10-01308
Total number of active participants reported on line 7a of the Form 55002020-10-01172
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01133
Total of all active and inactive participants2020-10-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01305
Number of participants with account balances2020-10-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0110
2019: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2019 401k membership
Total participants, beginning-of-year2019-10-01232
Total number of active participants reported on line 7a of the Form 55002019-10-01168
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01102
Total of all active and inactive participants2019-10-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01270
Number of participants with account balances2019-10-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0138
2018: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2018 401k membership
Total participants, beginning-of-year2018-10-01237
Total number of active participants reported on line 7a of the Form 55002018-10-01182
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0117
Total of all active and inactive participants2018-10-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01199
Number of participants with account balances2018-10-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0148
2017: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2017 401k membership
Total participants, beginning-of-year2017-10-01261
Total number of active participants reported on line 7a of the Form 55002017-10-01194
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0114
Total of all active and inactive participants2017-10-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01208
Number of participants with account balances2017-10-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0116
2016: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2016 401k membership
Total participants, beginning-of-year2016-10-01341
Total number of active participants reported on line 7a of the Form 55002016-10-01195
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0130
Total of all active and inactive participants2016-10-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01225
Number of participants with account balances2016-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0142
2015: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2015 401k membership
Total participants, beginning-of-year2015-10-01331
Total number of active participants reported on line 7a of the Form 55002015-10-01301
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0172
Total of all active and inactive participants2015-10-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01374
Number of participants with account balances2015-10-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0138
2014: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2014 401k membership
Total participants, beginning-of-year2014-10-01287
Total number of active participants reported on line 7a of the Form 55002014-10-01233
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0155
Total of all active and inactive participants2014-10-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01288
Number of participants with account balances2014-10-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0152
2013: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2013 401k membership
Total participants, beginning-of-year2013-10-01285
Total number of active participants reported on line 7a of the Form 55002013-10-01229
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0119
Total of all active and inactive participants2013-10-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01248
Number of participants with account balances2013-10-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0138
2012: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2012 401k membership
Total participants, beginning-of-year2012-10-01226
Total number of active participants reported on line 7a of the Form 55002012-10-01235
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0110
Total of all active and inactive participants2012-10-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01245
Number of participants with account balances2012-10-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0110
2011: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2011 401k membership
Total participants, beginning-of-year2011-10-01187
Total number of active participants reported on line 7a of the Form 55002011-10-01214
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-019
Total of all active and inactive participants2011-10-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01223
Number of participants with account balances2011-10-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-016
2010: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2010 401k membership
Total participants, beginning-of-year2010-10-01178
Total number of active participants reported on line 7a of the Form 55002010-10-01182
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-015
Total of all active and inactive participants2010-10-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01187
Number of participants with account balances2010-10-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-013
2009: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2009 401k membership
Total participants, beginning-of-year2009-10-01169
Total number of active participants reported on line 7a of the Form 55002009-10-01174
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-014
Total of all active and inactive participants2009-10-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01178
Number of participants with account balances2009-10-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-015

Financial Data on GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL

Measure Date Value
2022 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$1,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-138,534
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$129,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$126,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$187,172
Value of total assets at end of year2022-09-30$1,544,164
Value of total assets at beginning of year2022-09-30$1,810,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$3,501
Total interest from all sources2022-09-30$217
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$29,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$29,968
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$350,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$114,412
Participant contributions at end of year2022-09-30$2,842
Participant contributions at beginning of year2022-09-30$4,399
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$18,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$1,949
Administrative expenses (other) incurred2022-09-30$3,501
Total non interest bearing cash at end of year2022-09-30$122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-268,264
Value of net assets at end of year (total assets less liabilities)2022-09-30$1,542,215
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$1,810,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$1,399,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$1,638,384
Interest on participant loans2022-09-30$217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$126,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$124,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$124,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-355,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$54,696
Employer contributions (assets) at end of year2022-09-30$15,090
Employer contributions (assets) at beginning of year2022-09-30$42,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$126,229
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30REHMANN ROBSON LLC
Accountancy firm EIN2022-09-30383635706
2021 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$3,888
Total income from all sources (including contributions)2021-09-30$473,368
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$325,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$314,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$129,372
Value of total assets at end of year2021-09-30$1,810,479
Value of total assets at beginning of year2021-09-30$1,666,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$11,085
Total interest from all sources2021-09-30$131
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$23,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$23,433
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$350,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$86,549
Participant contributions at end of year2021-09-30$4,399
Participant contributions at beginning of year2021-09-30$12,027
Assets. Other investments not covered elsewhere at end of year2021-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$3,888
Administrative expenses (other) incurred2021-09-30$11,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$147,803
Value of net assets at end of year (total assets less liabilities)2021-09-30$1,810,479
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$1,662,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$1,638,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$1,467,021
Interest on participant loans2021-09-30$131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$124,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$130,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$130,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$320,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$42,823
Employer contributions (assets) at end of year2021-09-30$42,823
Employer contributions (assets) at beginning of year2021-09-30$57,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$314,480
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30REHMANN ROBSON LLC
Accountancy firm EIN2021-09-30383635706
2020 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$3,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$295,970
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$76,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$64,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$155,433
Value of total assets at end of year2020-09-30$1,666,564
Value of total assets at beginning of year2020-09-30$1,442,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$11,448
Total interest from all sources2020-09-30$867
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$28,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$28,901
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$350,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$99,670
Participant contributions at end of year2020-09-30$12,027
Participant contributions at beginning of year2020-09-30$13,209
Assets. Other investments not covered elsewhere at end of year2020-09-30$149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$3,888
Administrative expenses (other) incurred2020-09-30$11,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$219,880
Value of net assets at end of year (total assets less liabilities)2020-09-30$1,662,676
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$1,442,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$1,467,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$1,205,657
Interest on participant loans2020-09-30$867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$130,145
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$133,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$133,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$110,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$55,763
Employer contributions (assets) at end of year2020-09-30$57,222
Employer contributions (assets) at beginning of year2020-09-30$90,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$64,642
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30REHMANN ROBSON LLC
Accountancy firm EIN2020-09-30383635706
2019 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$222,839
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$441,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$430,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$190,704
Value of total assets at end of year2019-09-30$1,442,796
Value of total assets at beginning of year2019-09-30$1,661,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$11,393
Total interest from all sources2019-09-30$769
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$27,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$27,831
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$200,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$100,704
Participant contributions at end of year2019-09-30$13,209
Participant contributions at beginning of year2019-09-30$21,887
Participant contributions at beginning of year2019-09-30$3,556
Other income not declared elsewhere2019-09-30$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-218,695
Value of net assets at end of year (total assets less liabilities)2019-09-30$1,442,796
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$1,661,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$7
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$1,205,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$1,478,929
Interest on participant loans2019-09-30$769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$133,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$157,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$157,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$3,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$90,000
Employer contributions (assets) at end of year2019-09-30$90,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$430,141
Contract administrator fees2019-09-30$11,386
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30REHMANN ROBSON LLC
Accountancy firm EIN2019-09-30383635706
2018 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$281,105
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$446,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$431,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$111,258
Value of total assets at end of year2018-09-30$1,661,491
Value of total assets at beginning of year2018-09-30$1,827,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$15,146
Total interest from all sources2018-09-30$1,122
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$28,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$28,705
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$180,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$111,258
Participant contributions at end of year2018-09-30$21,887
Participant contributions at beginning of year2018-09-30$30,889
Participant contributions at end of year2018-09-30$3,556
Participant contributions at beginning of year2018-09-30$4,640
Other income not declared elsewhere2018-09-30$218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-165,800
Value of net assets at end of year (total assets less liabilities)2018-09-30$1,661,491
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$1,827,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$162
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$1,478,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,588,831
Interest on participant loans2018-09-30$1,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$157,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$202,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$202,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$139,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$431,759
Contract administrator fees2018-09-30$14,984
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MANER COSTERISAN
Accountancy firm EIN2018-09-30471357913
2017 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$385,095
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$616,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$601,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$157,743
Value of total assets at end of year2017-09-30$1,827,291
Value of total assets at beginning of year2017-09-30$2,059,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$15,371
Total interest from all sources2017-09-30$2,140
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$28,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$28,702
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$180,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$117,046
Participant contributions at end of year2017-09-30$30,889
Participant contributions at beginning of year2017-09-30$30,821
Participant contributions at end of year2017-09-30$4,640
Participant contributions at beginning of year2017-09-30$5,217
Other income not declared elsewhere2017-09-30$569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$-231,846
Value of net assets at end of year (total assets less liabilities)2017-09-30$1,827,291
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$2,059,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$57
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,588,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,840,505
Interest on participant loans2017-09-30$1,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$202,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$179,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$179,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$195,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$40,697
Employer contributions (assets) at beginning of year2017-09-30$3,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$601,570
Contract administrator fees2017-09-30$15,314
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MANER COSTERISAN
Accountancy firm EIN2017-09-30382157642
2016 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$482,008
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$532,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$517,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$284,836
Value of total assets at end of year2016-09-30$2,059,137
Value of total assets at beginning of year2016-09-30$2,109,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$14,471
Total interest from all sources2016-09-30$1,285
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$34,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$34,134
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$180,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$160,511
Participant contributions at end of year2016-09-30$30,821
Participant contributions at beginning of year2016-09-30$33,096
Participant contributions at end of year2016-09-30$5,217
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$29,772
Other income not declared elsewhere2016-09-30$916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-50,317
Value of net assets at end of year (total assets less liabilities)2016-09-30$2,059,137
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$2,109,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$92
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,840,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,931,264
Interest on participant loans2016-09-30$1,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$179,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$145,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$145,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$160,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$94,553
Employer contributions (assets) at end of year2016-09-30$3,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$517,854
Contract administrator fees2016-09-30$14,379
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30PLANTE & MORAN, PLLC
Accountancy firm EIN2016-09-30381357951
2015 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$212,271
Total loss/gain on sale of assets2015-09-30$10,918
Total of all expenses incurred2015-09-30$136,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$136,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$244,100
Value of total assets at end of year2015-09-30$2,109,454
Value of total assets at beginning of year2015-09-30$2,034,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$800
Total interest from all sources2015-09-30$1,127
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$81,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$81,013
Administrative expenses professional fees incurred2015-09-30$800
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$180,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$159,317
Participant contributions at end of year2015-09-30$33,096
Participant contributions at beginning of year2015-09-30$45,760
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$618
Other income not declared elsewhere2015-09-30$-8,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$75,391
Value of net assets at end of year (total assets less liabilities)2015-09-30$2,109,454
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$2,034,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,931,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,865,632
Interest on participant loans2015-09-30$1,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$145,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$122,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$122,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-116,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$84,165
Employer contributions (assets) at beginning of year2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$136,080
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$400,532
Aggregate carrying amount (costs) on sale of assets2015-09-30$389,614
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30PLANTE & MORAN, PLLC
Accountancy firm EIN2015-09-30381357951
2014 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$416,071
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$177,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$176,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$238,848
Value of total assets at end of year2014-09-30$2,034,063
Value of total assets at beginning of year2014-09-30$1,795,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,501
Total interest from all sources2014-09-30$1,799
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$56,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$56,526
Administrative expenses professional fees incurred2014-09-30$1,501
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$180,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$169,687
Participant contributions at end of year2014-09-30$45,760
Participant contributions at beginning of year2014-09-30$33,586
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$238,479
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,034,063
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,795,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,865,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,659,993
Interest on participant loans2014-09-30$1,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$122,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$102,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$102,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$118,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$69,151
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$176,091
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30PLANTE & MORAN, PLLC
Accountancy firm EIN2014-09-30381357951
2013 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$500,265
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$238,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$237,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$259,817
Value of total assets at end of year2013-09-30$1,795,584
Value of total assets at beginning of year2013-09-30$1,533,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,551
Total interest from all sources2013-09-30$1,635
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$22,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$22,832
Administrative expenses professional fees incurred2013-09-30$1,551
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$180,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$173,073
Participant contributions at end of year2013-09-30$33,586
Participant contributions at beginning of year2013-09-30$33,325
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$22,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$261,586
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,795,584
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,533,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,659,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,405,804
Interest on participant loans2013-09-30$1,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$102,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$94,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$94,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$215,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$64,176
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$36
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$237,128
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30PLANTE & MORAN, PLLC
Accountancy firm EIN2013-09-30381357951
2012 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$424,399
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$13,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$11,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$223,418
Value of total assets at end of year2012-09-30$1,533,998
Value of total assets at beginning of year2012-09-30$1,122,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$1,450
Total interest from all sources2012-09-30$1,567
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$40,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$40,308
Administrative expenses professional fees incurred2012-09-30$1,450
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$100,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$163,529
Participant contributions at end of year2012-09-30$33,325
Participant contributions at beginning of year2012-09-30$41,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$411,007
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,533,998
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,122,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$1,405,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$971,289
Interest on participant loans2012-09-30$1,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$94,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$110,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$110,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$159,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$59,889
Employer contributions (assets) at end of year2012-09-30$36
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$11,942
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30PLANTE & MORAN, PLLC
Accountancy firm EIN2012-09-30381357951
2011 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$172,219
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$46,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$45,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$213,308
Value of total assets at end of year2011-09-30$1,122,991
Value of total assets at beginning of year2011-09-30$996,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$927
Total interest from all sources2011-09-30$1,719
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$17,830
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$17,830
Administrative expenses professional fees incurred2011-09-30$927
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$100,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$152,368
Participant contributions at end of year2011-09-30$41,144
Participant contributions at beginning of year2011-09-30$29,920
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$1,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$126,158
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,122,991
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$996,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$971,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$857,886
Interest on participant loans2011-09-30$1,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$110,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$109,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$109,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-60,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$59,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$45,134
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30PLANTE & MORAN, PLLC
Accountancy firm EIN2011-09-30381357951
2010 : GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL

2021: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: GOODWILL INDUSTRIES OF NORTHERN MI, INC. 401(K) PL 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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