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GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN
Plan identification number 003

GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN,INC.
Employer identification number (EIN):391144913
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01BILLIE JO HIGGINS
0032016-01-01BILLIE JO HIGGINS
0032015-01-01BILLIE JO HIGGINS
0032014-01-01BILLIE JO HIGGINS
0032013-01-01BILLIE JO HIGGINS
0032012-01-01BILLIE JO HIGGINS
0032011-01-01JACKIE DRAWS JACKIE DRAWS2012-08-15
0032009-01-01JACKIE DRAWS JACKIE DRAWS2010-10-15
0032009-01-01JACKIE DRAWS JACKIE DRAWS2010-12-17

Plan Statistics for GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,495
Total number of active participants reported on line 7a of the Form 55002022-01-011,290
Number of retired or separated participants receiving benefits2022-01-0129
Number of other retired or separated participants entitled to future benefits2022-01-01188
Total of all active and inactive participants2022-01-011,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,510
Number of participants with account balances2022-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,552
Total number of active participants reported on line 7a of the Form 55002021-01-011,282
Number of retired or separated participants receiving benefits2021-01-0127
Number of other retired or separated participants entitled to future benefits2021-01-01182
Total of all active and inactive participants2021-01-011,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,494
Number of participants with account balances2021-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,695
Total number of active participants reported on line 7a of the Form 55002020-01-011,330
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-01200
Total of all active and inactive participants2020-01-011,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,552
Number of participants with account balances2020-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,338
Total number of active participants reported on line 7a of the Form 55002019-01-011,502
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-01167
Total of all active and inactive participants2019-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,694
Number of participants with account balances2019-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,064
Total number of active participants reported on line 7a of the Form 55002018-01-011,178
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01148
Total of all active and inactive participants2018-01-011,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,338
Number of participants with account balances2018-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,408
Total number of active participants reported on line 7a of the Form 55002017-01-011,920
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01126
Total of all active and inactive participants2017-01-012,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,063
Number of participants with account balances2017-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,439
Total number of active participants reported on line 7a of the Form 55002016-01-011,248
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01146
Total of all active and inactive participants2016-01-011,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,408
Number of participants with account balances2016-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,506
Total number of active participants reported on line 7a of the Form 55002015-01-011,231
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01199
Total of all active and inactive participants2015-01-011,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,439
Number of participants with account balances2015-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,587
Total number of active participants reported on line 7a of the Form 55002014-01-011,300
Number of retired or separated participants receiving benefits2014-01-0116
Number of other retired or separated participants entitled to future benefits2014-01-01188
Total of all active and inactive participants2014-01-011,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,506
Number of participants with account balances2014-01-01943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,018
Total number of active participants reported on line 7a of the Form 55002013-01-011,252
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01289
Total of all active and inactive participants2013-01-011,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,553
Number of participants with account balances2013-01-011,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,507
Total number of active participants reported on line 7a of the Form 55002012-01-011,855
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01153
Total of all active and inactive participants2012-01-012,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-012,018
Number of participants with account balances2012-01-01939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,658
Total number of active participants reported on line 7a of the Form 55002011-01-011,421
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-011,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,506
Number of participants with account balances2011-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01882
Total number of active participants reported on line 7a of the Form 55002009-01-01951
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-01141
Total of all active and inactive participants2009-01-011,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,099
Number of participants with account balances2009-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$22,173
Total income from all sources (including contributions)2022-12-31$-2,236,197
Total of all expenses incurred2022-12-31$1,921,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,819,565
Value of total corrective distributions2022-12-31$15,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,753,187
Value of total assets at end of year2022-12-31$18,859,321
Value of total assets at beginning of year2022-12-31$23,020,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,839
Total interest from all sources2022-12-31$5,157
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$266,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$266,066
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$976,335
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$141,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$937
Other income not declared elsewhere2022-12-31$24,195
Administrative expenses (other) incurred2022-12-31$7,788
Liabilities. Value of operating payables at end of year2022-12-31$18,673
Liabilities. Value of operating payables at beginning of year2022-12-31$22,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,157,758
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,840,648
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,998,406
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
Investment advisory and management fees2022-12-31$79,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,186,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,497,183
Value of interest in pooled separate accounts at end of year2022-12-31$48,766
Value of interest in pooled separate accounts at beginning of year2022-12-31$49,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$418,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$344,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$344,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$567,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$566,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,288,919
Net investment gain/loss from pooled separate accounts2022-12-31$4,117
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$635,338
Employer contributions (assets) at end of year2022-12-31$635,338
Employer contributions (assets) at beginning of year2022-12-31$562,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,819,565
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$20,211
Total income from all sources (including contributions)2021-12-31$4,486,285
Total of all expenses incurred2021-12-31$2,373,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,277,160
Value of total corrective distributions2021-12-31$883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,633,972
Value of total assets at end of year2021-12-31$23,020,579
Value of total assets at beginning of year2021-12-31$20,905,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,040
Total interest from all sources2021-12-31$104
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$279,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$279,659
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
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$903,347
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$168,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,197
Other income not declared elsewhere2021-12-31$20,146
Administrative expenses (other) incurred2021-12-31$8,412
Liabilities. Value of operating payables at end of year2021-12-31$22,173
Liabilities. Value of operating payables at beginning of year2021-12-31$20,211
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$2,113,202
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,998,406
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,885,204
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
Investment advisory and management fees2021-12-31$86,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,497,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,591,515
Value of interest in pooled separate accounts at end of year2021-12-31$49,076
Value of interest in pooled separate accounts at beginning of year2021-12-31$45,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$344,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$422,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$422,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$566,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$563,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,544,769
Net investment gain/loss from pooled separate accounts2021-12-31$7,635
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$562,293
Employer contributions (assets) at end of year2021-12-31$562,293
Employer contributions (assets) at beginning of year2021-12-31$280,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,277,160
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WIPFLI LLC
Accountancy firm EIN2021-12-31390758449
2020 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$20,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,478
Total income from all sources (including contributions)2020-12-31$4,239,578
Total of all expenses incurred2020-12-31$4,022,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,938,536
Value of total corrective distributions2020-12-31$406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,234,426
Value of total assets at end of year2020-12-31$20,905,415
Value of total assets at beginning of year2020-12-31$20,692,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,106
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$248,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$248,879
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$777,905
Participant contributions at beginning of year2020-12-31$4
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$175,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,720
Other income not declared elsewhere2020-12-31$23,064
Administrative expenses (other) incurred2020-12-31$6,283
Liabilities. Value of operating payables at end of year2020-12-31$20,211
Liabilities. Value of operating payables at beginning of year2020-12-31$24,478
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$217,530
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,885,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,667,674
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
Investment advisory and management fees2020-12-31$76,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,591,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,022,775
Value of interest in pooled separate accounts at end of year2020-12-31$45,555
Value of interest in pooled separate accounts at beginning of year2020-12-31$46,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$422,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$699,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$699,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$563,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$566,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,733,601
Net investment gain/loss from pooled separate accounts2020-12-31$-392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$280,888
Employer contributions (assets) at end of year2020-12-31$280,888
Employer contributions (assets) at beginning of year2020-12-31$353,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,938,536
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLC
Accountancy firm EIN2020-12-31390758449
2019 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,339
Total income from all sources (including contributions)2019-12-31$5,350,770
Total of all expenses incurred2019-12-31$4,709,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,604,585
Value of total corrective distributions2019-12-31$3,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,322,010
Value of total assets at end of year2019-12-31$20,692,152
Value of total assets at beginning of year2019-12-31$20,050,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,481
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$368,353
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$368,353
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
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
Contributions received from participants2019-12-31$890,510
Participant contributions at end of year2019-12-31$4
Participant contributions at beginning of year2019-12-31$9
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$78,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,564
Other income not declared elsewhere2019-12-31$23,127
Administrative expenses (other) incurred2019-12-31$6,092
Liabilities. Value of operating payables at end of year2019-12-31$24,478
Liabilities. Value of operating payables at beginning of year2019-12-31$23,339
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$640,851
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,667,674
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,026,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$95,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,022,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,272,392
Value of interest in pooled separate accounts at end of year2019-12-31$46,411
Value of interest in pooled separate accounts at beginning of year2019-12-31$45,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$699,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$616,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$616,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$566,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$567,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,634,810
Net investment gain/loss from pooled separate accounts2019-12-31$2,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$353,420
Employer contributions (assets) at end of year2019-12-31$353,420
Employer contributions (assets) at beginning of year2019-12-31$544,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,604,585
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLC
Accountancy firm EIN2019-12-31390758449
2018 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,791
Total income from all sources (including contributions)2018-12-31$453,601
Total of all expenses incurred2018-12-31$1,885,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,781,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,536,769
Value of total assets at end of year2018-12-31$20,050,162
Value of total assets at beginning of year2018-12-31$21,482,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$103,875
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$361,572
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$361,572
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$946,037
Participant contributions at end of year2018-12-31$9
Participant contributions at beginning of year2018-12-31$36
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,804
Other income not declared elsewhere2018-12-31$23,826
Administrative expenses (other) incurred2018-12-31$6,847
Liabilities. Value of operating payables at end of year2018-12-31$23,339
Liabilities. Value of operating payables at beginning of year2018-12-31$23,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,431,417
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,026,823
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,458,240
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$97,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,272,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,110,337
Value of interest in pooled separate accounts at end of year2018-12-31$45,671
Value of interest in pooled separate accounts at beginning of year2018-12-31$44,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$616,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$512,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$512,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$567,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$561,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,470,689
Net investment gain/loss from pooled separate accounts2018-12-31$2,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$544,098
Employer contributions (assets) at end of year2018-12-31$544,098
Employer contributions (assets) at beginning of year2018-12-31$249,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,781,143
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 name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,526
Total income from all sources (including contributions)2017-12-31$4,295,776
Total of all expenses incurred2017-12-31$1,560,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,436,389
Value of total corrective distributions2017-12-31$24,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,381,703
Value of total assets at end of year2017-12-31$21,482,031
Value of total assets at beginning of year2017-12-31$18,744,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$99,861
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$318,076
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$318,076
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,009,005
Participant contributions at end of year2017-12-31$36
Participant contributions at beginning of year2017-12-31$35,311
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$123,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,094
Other income not declared elsewhere2017-12-31$23,437
Administrative expenses (other) incurred2017-12-31$7,649
Liabilities. Value of operating payables at end of year2017-12-31$23,791
Liabilities. Value of operating payables at beginning of year2017-12-31$21,526
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$2,734,934
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,458,240
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,723,306
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$92,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,110,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,040,006
Value of interest in pooled separate accounts at end of year2017-12-31$44,814
Value of interest in pooled separate accounts at beginning of year2017-12-31$48,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$512,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$420,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$420,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$561,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$570,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,570,608
Net investment gain/loss from pooled separate accounts2017-12-31$1,952
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$249,589
Employer contributions (assets) at end of year2017-12-31$249,375
Employer contributions (assets) at beginning of year2017-12-31$628,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,436,389
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 name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,326
Total income from all sources (including contributions)2016-12-31$3,054,833
Total of all expenses incurred2016-12-31$1,113,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,016,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,722,366
Value of total assets at end of year2016-12-31$18,744,832
Value of total assets at beginning of year2016-12-31$16,802,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$97,416
Total interest from all sources2016-12-31$209
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$283,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$283,317
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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$987,819
Participant contributions at end of year2016-12-31$35,311
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$106,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,704
Other income not declared elsewhere2016-12-31$24,006
Administrative expenses (other) incurred2016-12-31$13,464
Liabilities. Value of operating payables at end of year2016-12-31$21,526
Liabilities. Value of operating payables at beginning of year2016-12-31$20,326
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$1,941,065
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,723,306
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,782,241
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
Investment advisory and management fees2016-12-31$83,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,040,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,628,676
Value of interest in pooled separate accounts at end of year2016-12-31$48,510
Value of interest in pooled separate accounts at beginning of year2016-12-31$37,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$420,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$469,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$469,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$570,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$657,318
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$27,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,022,600
Net investment gain/loss from pooled separate accounts2016-12-31$2,335
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$628,328
Employer contributions (assets) at end of year2016-12-31$628,006
Employer contributions (assets) at beginning of year2016-12-31$8,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$989,345
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 name2016-12-31WIPFLI LLC
Accountancy firm EIN2016-12-31390758449
2015 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,016
Total income from all sources (including contributions)2015-12-31$2,056,935
Total of all expenses incurred2015-12-31$2,341,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,246,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,127,341
Value of total assets at end of year2015-12-31$16,802,567
Value of total assets at beginning of year2015-12-31$17,086,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$94,960
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$250,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$250,102
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,008,557
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$187,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$20,016
Other income not declared elsewhere2015-12-31$28,967
Administrative expenses (other) incurred2015-12-31$12,101
Liabilities. Value of operating payables at end of year2015-12-31$20,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-284,615
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,782,241
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,066,856
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
Investment advisory and management fees2015-12-31$82,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,628,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,974,517
Value of interest in pooled separate accounts at end of year2015-12-31$37,003
Value of interest in pooled separate accounts at beginning of year2015-12-31$38,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$469,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$401,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$401,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$657,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$665,245
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$55,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-352,467
Net investment gain/loss from pooled separate accounts2015-12-31$2,992
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$931,323
Employer contributions (assets) at end of year2015-12-31$8,205
Employer contributions (assets) at beginning of year2015-12-31$6,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,190,729
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 name2015-12-31WIPFLI LLC
Accountancy firm EIN2015-12-31390758449
2014 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,191
Total income from all sources (including contributions)2014-12-31$3,117,872
Total of all expenses incurred2014-12-31$3,177,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,082,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,892,853
Value of total assets at end of year2014-12-31$17,086,872
Value of total assets at beginning of year2014-12-31$17,146,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$95,520
Total interest from all sources2014-12-31$104
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$243,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$243,950
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$920,344
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$96,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$20,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$20,191
Other income not declared elsewhere2014-12-31$32,099
Administrative expenses (other) incurred2014-12-31$14,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-59,865
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,066,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,126,721
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
Investment advisory and management fees2014-12-31$80,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,974,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,608,112
Value of interest in pooled separate accounts at end of year2014-12-31$38,290
Value of interest in pooled separate accounts at beginning of year2014-12-31$552,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$401,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$730,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$730,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$665,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$243,840
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$16,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$944,820
Net investment gain/loss from pooled separate accounts2014-12-31$4,046
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$875,514
Employer contributions (assets) at end of year2014-12-31$6,166
Employer contributions (assets) at beginning of year2014-12-31$10,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,065,660
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 name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,353
Total income from all sources (including contributions)2013-12-31$4,654,722
Total of all expenses incurred2013-12-31$1,565,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,479,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,896,320
Value of total assets at end of year2013-12-31$17,146,912
Value of total assets at beginning of year2013-12-31$14,055,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$86,053
Total interest from all sources2013-12-31$6,569
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$210,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$210,926
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$913,312
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$103,591
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$20,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$17,353
Other income not declared elsewhere2013-12-31$28,368
Administrative expenses (other) incurred2013-12-31$9,363
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$3,088,728
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,126,721
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,037,993
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
Investment advisory and management fees2013-12-31$76,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,608,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,587,842
Value of interest in pooled separate accounts at end of year2013-12-31$552,341
Value of interest in pooled separate accounts at beginning of year2013-12-31$26,745
Interest earned on other investments2013-12-31$6,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$730,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$588,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$588,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$243,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$844,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,509,985
Net investment gain/loss from pooled separate accounts2013-12-31$2,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$879,417
Employer contributions (assets) at end of year2013-12-31$10,256
Employer contributions (assets) at beginning of year2013-12-31$6,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,479,941
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 name2013-12-31WIPFLI
Accountancy firm EIN2013-12-31390758449
2012 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,454
Total income from all sources (including contributions)2012-12-31$3,331,565
Total of all expenses incurred2012-12-31$1,427,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,349,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,829,625
Value of total assets at end of year2012-12-31$14,055,346
Value of total assets at beginning of year2012-12-31$12,150,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$78,439
Total interest from all sources2012-12-31$31,739
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$216,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$216,966
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$924,775
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$58,698
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$17,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$16,454
Other income not declared elsewhere2012-12-31$7
Administrative expenses (other) incurred2012-12-31$6,728
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$1,903,640
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,037,993
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,134,353
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
Investment advisory and management fees2012-12-31$71,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,587,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,531,776
Value of interest in pooled separate accounts at end of year2012-12-31$26,745
Value of interest in pooled separate accounts at beginning of year2012-12-31$24,915
Interest earned on other investments2012-12-31$31,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$588,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$667,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$667,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$844,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$924,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,250,469
Net investment gain/loss from pooled separate accounts2012-12-31$2,759
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$846,152
Employer contributions (assets) at end of year2012-12-31$6,620
Employer contributions (assets) at beginning of year2012-12-31$556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,349,486
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 name2012-12-31WIPFLI
Accountancy firm EIN2012-12-31390758449
2011 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT 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$16,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,289
Total income from all sources (including contributions)2011-12-31$1,580,294
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,027,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$954,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,672,596
Value of total assets at end of year2011-12-31$12,150,807
Value of total assets at beginning of year2011-12-31$11,596,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$72,912
Total interest from all sources2011-12-31$39,982
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$170,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$170,628
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$818,816
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$69,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$16,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$15,289
Administrative expenses (other) incurred2011-12-31$9,549
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$553,109
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,134,353
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,581,244
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
Investment advisory and management fees2011-12-31$63,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,531,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,061,555
Value of interest in pooled separate accounts at end of year2011-12-31$24,915
Value of interest in pooled separate accounts at beginning of year2011-12-31$29,790
Interest earned on other investments2011-12-31$39,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$667,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$480,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$480,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$924,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,007,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-306,258
Net investment gain/loss from pooled separate accounts2011-12-31$3,346
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$784,180
Employer contributions (assets) at end of year2011-12-31$556
Employer contributions (assets) at beginning of year2011-12-31$15,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$954,273
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 name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT 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$15,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,713
Total income from all sources (including contributions)2010-12-31$2,753,490
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$808,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$746,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,485,754
Value of total assets at end of year2010-12-31$11,596,533
Value of total assets at beginning of year2010-12-31$9,649,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$61,897
Total interest from all sources2010-12-31$40,995
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$149,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$149,859
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$738,903
Participant contributions at beginning of year2010-12-31$16
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,924
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12,476
Other income not declared elsewhere2010-12-31$-97
Administrative expenses (other) incurred2010-12-31$6,302
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$1,944,845
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,581,244
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,636,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$55,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,061,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,083,927
Value of interest in pooled separate accounts at end of year2010-12-31$29,790
Value of interest in pooled separate accounts at beginning of year2010-12-31$36,548
Interest earned on other investments2010-12-31$40,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$480,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$431,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$431,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,007,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,090,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,073,166
Net investment gain/loss from pooled separate accounts2010-12-31$3,813
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$732,927
Employer contributions (assets) at end of year2010-12-31$15,529
Employer contributions (assets) at beginning of year2010-12-31$4,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$746,748
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$237
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 name2010-12-31WIPFLI
Accountancy firm EIN2010-12-31390758449

Form 5500 Responses for GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN

2022: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT 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 NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT 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 NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT 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 NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT 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 NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT 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 NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT 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 NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 2
Insurance contract or identification number365871
Number of Individuals Covered60
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 1
Insurance contract or identification number365870
Number of Individuals Covered158
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 1
Insurance contract or identification number365870
Number of Individuals Covered166
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 2
Insurance contract or identification number365871
Number of Individuals Covered62
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 2
Insurance contract or identification number365871
Number of Individuals Covered68
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 1
Insurance contract or identification number365870
Number of Individuals Covered174
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 1
Insurance contract or identification number365870
Number of Individuals Covered186
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 2
Insurance contract or identification number365871
Number of Individuals Covered73
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 1
Insurance contract or identification number365870
Number of Individuals Covered212
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 2
Insurance contract or identification number365871
Number of Individuals Covered82
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 2
Insurance contract or identification number365870
Number of Individuals Covered230
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 1
Insurance contract or identification number365871
Number of Individuals Covered91
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 2
Insurance contract or identification number365870
Number of Individuals Covered306
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 1
Insurance contract or identification number365871
Number of Individuals Covered130
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 2
Insurance contract or identification number365870
Number of Individuals Covered324
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 1
Insurance contract or identification number365871
Number of Individuals Covered139
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 1
Insurance contract or identification number365871
Number of Individuals Covered148
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 2
Insurance contract or identification number365870
Number of Individuals Covered340
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 1
Insurance contract or identification number365871
Number of Individuals Covered156
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 2
Insurance contract or identification number365870
Number of Individuals Covered356
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365870
Policy instance 2
Insurance contract or identification number365870
Number of Individuals Covered368
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365871
Policy instance 1
Insurance contract or identification number365871
Number of Individuals Covered165
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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

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