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GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN
Plan identification number 003

GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 WIS CONSIN AND UPPER MICHIGAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF NORTHERN WIS CONSIN AND UPPER MICHIGAN, INC.
Employer identification number (EIN):391049987
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JAMES BOROWSKI2023-06-02
0032021-01-01JAMES BOROWSKI2022-05-25
0032020-01-01JAMES BOROWSKI2021-06-10
0032019-01-01
0032018-01-01
0032017-01-01JAMES BOROWSKI
0032016-01-01DEB LAMERE DEB LAMERE2017-10-12
0032015-01-01DEB LAMERE DEB LAMERE2016-10-17
0032014-01-01REBECCA FAIRCHILD REBECCA FAIRCHILD2015-10-16
0032014-01-01REBECCA FAIRCHILD REBECCA FAIRCHILD2015-10-13
0032013-01-01REBECCA FAIRCHILD REBECCA FAIRCHILD2014-10-10
0032012-01-01CINDY GRABOWSKI CINDY GRABOWSKI2013-10-08
0032011-01-01CINDY GRABOWSKI CINDY GRABOWSKI2012-10-04
0032010-01-01CINDY LINSMEIER CINDY LINSMEIER2011-09-08
0032009-01-01CINDY LINSMEIER
0032007-01-01CINDY LINSMEIER

Plan Statistics for GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-01146
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01166
Total participants2022-01-01166
Number of participants with account balances2022-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01179
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01166
Total participants2021-01-01166
Number of participants with account balances2021-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01254
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01189
Number of participants with account balances2020-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01472
Total number of active participants reported on line 7a of the Form 55002019-01-01201
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01242
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01473
Total number of active participants reported on line 7a of the Form 55002018-01-01388
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01472
Number of participants with account balances2018-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01141
Total number of active participants reported on line 7a of the Form 55002017-01-01392
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01473
Number of participants with account balances2017-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01151
Total number of active participants reported on line 7a of the Form 55002016-01-0184
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01141
Number of participants with account balances2016-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-01100
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01151
Number of participants with account balances2015-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01154
Number of participants with account balances2014-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01158
Number of participants with account balances2013-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01170
Total number of active participants reported on line 7a of the Form 55002012-01-01129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01170
Number of participants with account balances2012-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01111
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01170
Number of participants with account balances2011-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0197
Total number of active participants reported on line 7a of the Form 55002010-01-01200
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01215
Number of participants with account balances2010-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01108
Total number of active participants reported on line 7a of the Form 55002009-01-0182
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0197
Number of participants with account balances2009-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-28,228
Total of all expenses incurred2022-12-31$191,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$174,386
Value of total corrective distributions2022-12-31$3,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$131,369
Value of total assets at end of year2022-12-31$1,260,405
Value of total assets at beginning of year2022-12-31$1,479,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,168
Total interest from all sources2022-12-31$3,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$190,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$76,474
Participant contributions at end of year2022-12-31$1,787
Participant contributions at beginning of year2022-12-31$11,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-219,366
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,260,405
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,479,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$896,713
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,127,523
Interest on participant loans2022-12-31$303
Interest earned on other investments2022-12-31$3,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$361,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$341,162
Net investment gain/loss from pooled separate accounts2022-12-31$-163,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$54,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$174,386
Contract administrator fees2022-12-31$13,168
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VRAKAS S.C.
Accountancy firm EIN2022-12-31391453055
2021 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$269,466
Total of all expenses incurred2021-12-31$387,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$364,286
Value of total corrective distributions2021-12-31$6,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$125,029
Value of total assets at end of year2021-12-31$1,479,771
Value of total assets at beginning of year2021-12-31$1,597,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,663
Total interest from all sources2021-12-31$3,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$148,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$78,457
Participant contributions at end of year2021-12-31$11,086
Participant contributions at beginning of year2021-12-31$10,391
Participant contributions at beginning of year2021-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-117,920
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,479,771
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,597,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$1,127,523
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,265,120
Interest on participant loans2021-12-31$519
Interest earned on other investments2021-12-31$3,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$341,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$322,175
Net investment gain/loss from pooled separate accounts2021-12-31$140,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$46,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$364,286
Contract administrator fees2021-12-31$16,663
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VRAKAS S.C.
Accountancy firm EIN2021-12-31391453055
2020 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$259,755
Total of all expenses incurred2020-12-31$79,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$70,011
Value of total corrective distributions2020-12-31$2,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$120,881
Value of total assets at end of year2020-12-31$1,597,691
Value of total assets at beginning of year2020-12-31$1,417,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,383
Total interest from all sources2020-12-31$3,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$190,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$79,210
Participant contributions at end of year2020-12-31$10,391
Participant contributions at beginning of year2020-12-31$17,028
Participant contributions at end of year2020-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$179,838
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,597,691
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,417,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,198,740
Value of interest in pooled separate accounts at end of year2020-12-31$1,265,120
Value of interest in pooled separate accounts at beginning of year2020-12-31$200,229
Interest on participant loans2020-12-31$837
Interest earned on other investments2020-12-31$2,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$322,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,925
Net investment gain/loss from pooled separate accounts2020-12-31$112,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$41,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$70,011
Contract administrator fees2020-12-31$7,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ANDERSON TACKMAN & CO PLC
Accountancy firm EIN2020-12-31381977929
2019 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$356,815
Total income from all sources (including contributions)2019-12-31$356,815
Total of all expenses incurred2019-12-31$160,049
Total of all expenses incurred2019-12-31$160,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$141,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$141,602
Value of total corrective distributions2019-12-31$2,368
Value of total corrective distributions2019-12-31$2,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$123,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$123,142
Value of total assets at end of year2019-12-31$1,417,853
Value of total assets at end of year2019-12-31$1,417,853
Value of total assets at beginning of year2019-12-31$1,221,087
Value of total assets at beginning of year2019-12-31$1,221,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,079
Total interest from all sources2019-12-31$1,888
Total interest from all sources2019-12-31$1,888
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$27,480
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$27,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$27,480
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$27,480
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$190,000
Value of fidelity bond cover2019-12-31$190,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$90,529
Contributions received from participants2019-12-31$90,529
Participant contributions at end of year2019-12-31$17,028
Participant contributions at end of year2019-12-31$17,028
Participant contributions at beginning of year2019-12-31$41,979
Participant contributions at beginning of year2019-12-31$41,979
Participant contributions at beginning of year2019-12-31$2,217
Participant contributions at beginning of year2019-12-31$2,217
Administrative expenses (other) incurred2019-12-31$1,367
Administrative expenses (other) incurred2019-12-31$1,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$196,766
Value of net income/loss2019-12-31$196,766
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,417,853
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,417,853
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,221,087
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,221,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,712
Investment advisory and management fees2019-12-31$14,712
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,198,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,198,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,007,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,007,276
Value of interest in pooled separate accounts at end of year2019-12-31$200,229
Value of interest in pooled separate accounts at end of year2019-12-31$200,229
Value of interest in pooled separate accounts at beginning of year2019-12-31$168,867
Value of interest in pooled separate accounts at beginning of year2019-12-31$168,867
Interest on participant loans2019-12-31$1,841
Interest on participant loans2019-12-31$1,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$47
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$171,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$171,400
Net investment gain or loss from common/collective trusts2019-12-31$32,905
Net investment gain or loss from common/collective trusts2019-12-31$32,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$32,613
Contributions received in cash from employer2019-12-31$32,613
Employer contributions (assets) at beginning of year2019-12-31$748
Employer contributions (assets) at beginning of year2019-12-31$748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,602
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANDERSON TACKMAN & CO PLC
Accountancy firm name2019-12-31ANDERSON TACKMAN & CO PLC
Accountancy firm EIN2019-12-31381977929
Accountancy firm EIN2019-12-31381977929
2018 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$52,189
Total of all expenses incurred2018-12-31$93,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$76,787
Value of total corrective distributions2018-12-31$2,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$120,662
Value of total assets at end of year2018-12-31$1,221,087
Value of total assets at beginning of year2018-12-31$1,262,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,405
Total interest from all sources2018-12-31$2,196
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$24,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$24,486
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$190,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$87,917
Participant contributions at end of year2018-12-31$41,979
Participant contributions at beginning of year2018-12-31$46,193
Participant contributions at end of year2018-12-31$2,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7
Other income not declared elsewhere2018-12-31$-40
Administrative expenses (other) incurred2018-12-31$1,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-41,152
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,221,087
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,262,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$12,855
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,007,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,033,145
Value of interest in pooled separate accounts at end of year2018-12-31$168,867
Value of interest in pooled separate accounts at beginning of year2018-12-31$176,594
Interest on participant loans2018-12-31$2,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-80,508
Net investment gain/loss from pooled separate accounts2018-12-31$-14,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$32,745
Employer contributions (assets) at end of year2018-12-31$748
Employer contributions (assets) at beginning of year2018-12-31$339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$76,787
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANDERSON TACKMAN & CO PLC
Accountancy firm EIN2018-12-31381977929
2017 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$274,750
Total of all expenses incurred2017-12-31$464,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$459,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$128,397
Value of total assets at end of year2017-12-31$1,262,239
Value of total assets at beginning of year2017-12-31$1,452,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,388
Total interest from all sources2017-12-31$3,274
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$19,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$19,522
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$190,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$83,140
Participant contributions at end of year2017-12-31$46,193
Participant contributions at beginning of year2017-12-31$36,963
Participant contributions at beginning of year2017-12-31$3,061
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7
Administrative expenses (other) incurred2017-12-31$1,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-189,787
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,262,239
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,452,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,033,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$940,715
Value of interest in pooled separate accounts at end of year2017-12-31$176,594
Interest on participant loans2017-12-31$1,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$470,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$63,452
Net investment gain/loss from pooled separate accounts2017-12-31$60,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$26,420
Employer contributions (assets) at end of year2017-12-31$339
Employer contributions (assets) at beginning of year2017-12-31$528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$459,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANDERSON TACKMAN & COMPANY PLC
Accountancy firm EIN2017-12-31381977929
2016 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$232,478
Total of all expenses incurred2016-12-31$416,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$415,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$138,569
Value of total assets at end of year2016-12-31$1,452,026
Value of total assets at beginning of year2016-12-31$1,636,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,353
Total interest from all sources2016-12-31$4,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$190,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$112,825
Participant contributions at end of year2016-12-31$36,963
Participant contributions at beginning of year2016-12-31$43,902
Participant contributions at end of year2016-12-31$3,061
Participant contributions at beginning of year2016-12-31$5,145
Administrative expenses (other) incurred2016-12-31$1,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-184,384
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,452,026
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,636,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$940,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,167,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$470,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$418,476
Net investment gain/loss from pooled separate accounts2016-12-31$89,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$25,744
Employer contributions (assets) at end of year2016-12-31$528
Employer contributions (assets) at beginning of year2016-12-31$1,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$415,509
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANDERSON, TACKMAN & COMPANY, PLC
Accountancy firm EIN2016-12-31381977929
2015 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$144,038
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$81,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$76,837
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$159,787
Value of total assets at end of year2015-12-31$1,636,410
Value of total assets at beginning of year2015-12-31$1,574,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,791
Total interest from all sources2015-12-31$4,437
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$123,344
Participant contributions at end of year2015-12-31$43,902
Participant contributions at beginning of year2015-12-31$51,141
Participant contributions at end of year2015-12-31$5,145
Participant contributions at beginning of year2015-12-31$3,861
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$4,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$62,410
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,636,410
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,574,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,167,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,146,899
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$4,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$418,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$371,599
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-20,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$36,443
Employer contributions (assets) at end of year2015-12-31$1,334
Employer contributions (assets) at beginning of year2015-12-31$500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$76,837
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KERBERROSE SC
Accountancy firm EIN2015-12-31391658423
2014 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$230,572
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$122,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$122,484
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$162,395
Value of total assets at end of year2014-12-31$1,569,640
Value of total assets at beginning of year2014-12-31$1,461,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$433
Total interest from all sources2014-12-31$4,230
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$103,766
Participant contributions at end of year2014-12-31$51,141
Participant contributions at beginning of year2014-12-31$71,636
Participant contributions at end of year2014-12-31$3,861
Participant contributions at beginning of year2014-12-31$4,050
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$31,636
Other income not declared elsewhere2014-12-31$1
Administrative expenses (other) incurred2014-12-31$433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$107,655
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,569,640
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,461,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,146,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,034,038
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$4,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$371,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$356,311
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$63,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$26,993
Employer contributions (assets) at end of year2014-12-31$500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$122,484
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KERBER ROSE S C
Accountancy firm EIN2014-12-31391658423
2013 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$336,564
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$71,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$65,057
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$154,091
Value of total assets at end of year2013-12-31$1,466,035
Value of total assets at beginning of year2013-12-31$1,200,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,267
Total interest from all sources2013-12-31$4,420
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$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$118,980
Participant contributions at end of year2013-12-31$71,636
Participant contributions at beginning of year2013-12-31$17,858
Participant contributions at beginning of year2013-12-31$3,032
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,144
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$6,267
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$265,240
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,466,035
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,200,795
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$1,034,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$824,889
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$4,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$356,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$350,414
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$178,053
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$24,967
Employer contributions (assets) at end of year2013-12-31$4,050
Employer contributions (assets) at beginning of year2013-12-31$4,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$65,057
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 name2013-12-31KERBER ROSE SC
Accountancy firm EIN2013-12-31391658423
2012 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$343,635
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$293,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$281,858
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$239,261
Value of total assets at end of year2012-12-31$1,200,795
Value of total assets at beginning of year2012-12-31$1,150,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,636
Total interest from all sources2012-12-31$6,099
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$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$139,438
Participant contributions at end of year2012-12-31$17,858
Participant contributions at beginning of year2012-12-31$26,755
Participant contributions at end of year2012-12-31$4,602
Participant contributions at beginning of year2012-12-31$3,168
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,335
Other income not declared elsewhere2012-12-31$5,391
Administrative expenses (other) incurred2012-12-31$11,636
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$50,141
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,200,795
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,150,654
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$824,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$781,159
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$6,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$350,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$337,610
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$92,884
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$79,488
Employer contributions (assets) at end of year2012-12-31$3,032
Employer contributions (assets) at beginning of year2012-12-31$1,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$281,858
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 name2012-12-31KERBER ROSE, SC
Accountancy firm EIN2012-12-31391658423
2011 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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$155,828
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$50,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$39,597
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$158,660
Value of total assets at end of year2011-12-31$1,150,654
Value of total assets at beginning of year2011-12-31$1,045,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,985
Total interest from all sources2011-12-31$6,364
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$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$102,983
Participant contributions at end of year2011-12-31$26,755
Participant contributions at beginning of year2011-12-31$17,749
Participant contributions at end of year2011-12-31$3,168
Participant contributions at beginning of year2011-12-31$3,774
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$5,378
Administrative expenses (other) incurred2011-12-31$10,985
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$105,246
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,150,654
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,045,408
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$781,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$747,733
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$6,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$337,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$274,193
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-14,574
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$55,677
Employer contributions (assets) at end of year2011-12-31$1,962
Employer contributions (assets) at beginning of year2011-12-31$1,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$39,597
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 name2011-12-31KERBER, ROSE & ASSOCIATES, S.C.
Accountancy firm EIN2011-12-31391658423
2010 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$749,068
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$578,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$562,844
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$625,482
Value of total assets at end of year2010-12-31$1,045,408
Value of total assets at beginning of year2010-12-31$874,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,664
Total interest from all sources2010-12-31$16,302
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 period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$89,369
Participant contributions at end of year2010-12-31$17,749
Participant contributions at beginning of year2010-12-31$32,130
Participant contributions at end of year2010-12-31$3,774
Participant contributions at beginning of year2010-12-31$6,265
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$497,566
Other income not declared elsewhere2010-12-31$6,444
Administrative expenses (other) incurred2010-12-31$15,664
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$170,560
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,045,408
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$874,848
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$747,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$666,805
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$16,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$274,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$169,648
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$100,840
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$38,547
Employer contributions (assets) at end of year2010-12-31$1,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$562,844
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 name2010-12-31KERBER, ROSE & ASSOCIATES, S.C.
Accountancy firm EIN2010-12-31391658423
2009 : GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN

2022: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2007: GOODWILL INDUSTRIES OF NORTHERN WI & UPPER MI 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664TB7
Policy instance 1
Insurance contract or identification number664TB7
Number of Individuals Covered43
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664TB7
Policy instance 1
Insurance contract or identification number664TB7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,600
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees1600
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664TB7
Policy instance 2
Insurance contract or identification number664TB7
Number of Individuals Covered76
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $3,306
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees3306
Insurance broker organization code?5
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442-G
Policy instance 1
Insurance contract or identification number050442-G
Number of Individuals Covered0
Total amount of fees paid to insurance companyUSD $141
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees141
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442-G
Policy instance 1
Insurance contract or identification number050442-G
Number of Individuals Covered63
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442-G
Policy instance 1
Insurance contract or identification number050442-G
Number of Individuals Covered66
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $108
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442-G
Policy instance 1
Insurance contract or identification number050442-G
Number of Individuals Covered67
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $571
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees571
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMILWAUKEE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442G
Policy instance 1
Insurance contract or identification number050442G
Number of Individuals Covered151
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442G
Policy instance 1
Insurance contract or identification number050442G
Number of Individuals Covered154
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $259
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees259
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMILWAUKEE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442G
Policy instance 1
Insurance contract or identification number050442G
Number of Individuals Covered158
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $211
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees211
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMILWAUKEE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442G
Policy instance 1
Insurance contract or identification number050442G
Number of Individuals Covered170
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $125
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees58
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJUSTIN KONECK
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442G
Policy instance 1
Insurance contract or identification number050442G
Number of Individuals Covered170
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,377
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442G
Policy instance 1
Insurance contract or identification number050442G
Number of Individuals Covered111
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $197
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees74
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJOHN LANDVATTER
MUTUAL OF AMERICA (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050442G
Policy instance 1
Insurance contract or identification number050442G
Number of Individuals Covered77
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $152
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees60
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER REED

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