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GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN
Plan identification number 003

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.
Employer identification number (EIN):390808491
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01CONGJUAN TAO WANG2024-10-02
0032022-01-01JEFFREY E. DOCALAVICH2023-06-27
0032021-01-01JEFFREY E. DOCALAVICH2022-06-23
0032020-01-01JEFFREY E. DOCALAVICH2021-04-29
0032019-01-01JEFFREY E. DOCALAVICH2020-06-01

Financial Data on GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN

Measure Date Value
2025 : GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1876785
Net assets as of the end of the plan year2025-09-18648184
Total assets as of the beginning of the plan year2025-09-18538516
Value of plan covered by a fidelity bond2025-09-181000000
Other income to plan in this plan year2025-09-1859415
Plan net income in this plan year2025-09-18109668
Net assets as of the end of the plan year2025-09-18648184
Net assets as of the beginning of the plan year2025-09-18538516
Employer contributions to plan in this plan year2025-09-18127038
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-183099
2024 : GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-02116494
Net assets as of the end of the plan year2024-10-02538516
Total assets as of the beginning of the plan year2024-10-02469787
Value of plan covered by a fidelity bond2024-10-021000000
Other income to plan in this plan year2024-10-0277667
Plan net income in this plan year2024-10-0268729
Net assets as of the end of the plan year2024-10-02538516
Net assets as of the beginning of the plan year2024-10-02469787
Employer contributions to plan in this plan year2024-10-02107556
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-023292
2022 : GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN INC. & GREAT LAKES RESOURCES INC. SCA RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-2338114
Net assets as of the end of the plan year2022-06-23545518
Total assets as of the beginning of the plan year2022-06-23415464
Value of plan covered by a fidelity bond2022-06-231000000
Participant contributions to plan in this plan year2022-06-230
Other contributions to plan in this plan year2022-06-230
Other income to plan in this plan year2022-06-2347165
Plan net income in this plan year2022-06-23130054
Net assets as of the end of the plan year2022-06-23545518
Net assets as of the beginning of the plan year2022-06-23415464
Employer contributions to plan in this plan year2022-06-23121003
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-232819

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