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GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN
Plan identification number 002

GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:GOODWILL INDUSTRIES OF SOUTH CENTRAL WISCONSIN, INC.
Employer identification number (EIN):391147571
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 SOUTH CENTRAL WI, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MICHELE HARRIS2023-10-13
0022021-01-01MICHELE HARRIS2022-10-12 MICHELE HARRIS2022-10-12
0022020-01-01VICKI HOLSCHUH2021-10-11 VICKI HOLSCHUH2021-10-11
0022019-01-01VICKI HOLSCHUH2020-10-12 VICKI HOLSCHUH2020-10-12
0022018-01-01VICKI HOLSCHUH2019-08-08 VICKI HOLSCHUH2019-08-08
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01BARBARA LESLIE
0022013-09-01BARBARA LESLIE2014-04-01

Plan Statistics for GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01373
Total number of active participants reported on line 7a of the Form 55002022-01-01282
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0197
Total of all active and inactive participants2022-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01379
Number of participants with account balances2022-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01317
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01330
Number of participants with account balances2021-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01312
Total number of active participants reported on line 7a of the Form 55002020-01-01230
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01305
Number of participants with account balances2020-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01301
Total number of active participants reported on line 7a of the Form 55002019-01-01233
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01299
Number of participants with account balances2019-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01252
Total number of active participants reported on line 7a of the Form 55002018-01-01182
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01237
Number of participants with account balances2018-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01259
Total number of active participants reported on line 7a of the Form 55002017-01-01184
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01242
Number of participants with account balances2017-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01255
Total number of active participants reported on line 7a of the Form 55002016-01-01194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01240
Number of participants with account balances2016-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01248
Total number of active participants reported on line 7a of the Form 55002015-01-01201
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01225
Number of participants with account balances2015-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01246
Total number of active participants reported on line 7a of the Form 55002014-01-01207
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01217
Number of participants with account balances2014-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012

Financial Data on GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-943,805
Total unrealized appreciation/depreciation of assets2022-12-31$-943,805
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-246,067
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$535,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$532,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$515,481
Value of total assets at end of year2022-12-31$3,899,038
Value of total assets at beginning of year2022-12-31$4,680,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,210
Total interest from all sources2022-12-31$240
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$182,017
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$182,017
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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$352,837
Participant contributions at end of year2022-12-31$15,947
Participant contributions at beginning of year2022-12-31$3,580
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-781,122
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,899,038
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,680,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,800,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,634,883
Interest on participant loans2022-12-31$240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$82,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$38,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$38,725
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$157,448
Employer contributions (assets) at end of year2022-12-31$112
Employer contributions (assets) at beginning of year2022-12-31$2,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$532,845
Contract administrator fees2022-12-31$2,210
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,083,013
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$196,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$192,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$529,897
Value of total assets at end of year2021-12-31$4,680,160
Value of total assets at beginning of year2021-12-31$3,793,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,020
Total interest from all sources2021-12-31$207
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$240,504
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$240,504
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$284,109
Participant contributions at end of year2021-12-31$3,580
Participant contributions at beginning of year2021-12-31$4,997
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$136,802
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
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$886,860
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,680,160
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,793,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,634,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,730,342
Interest on participant loans2021-12-31$207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$38,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$53,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$53,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$312,405
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$108,986
Employer contributions (assets) at end of year2021-12-31$2,972
Employer contributions (assets) at beginning of year2021-12-31$4,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$192,133
Contract administrator fees2021-12-31$4,020
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$923,593
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$348,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$343,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$362,817
Value of total assets at end of year2020-12-31$3,793,300
Value of total assets at beginning of year2020-12-31$3,217,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,660
Total interest from all sources2020-12-31$330
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$115,543
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$115,543
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$244,840
Participant contributions at end of year2020-12-31$4,997
Participant contributions at beginning of year2020-12-31$7,141
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
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$575,375
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,793,300
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,217,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,730,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,155,279
Interest on participant loans2020-12-31$272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$53,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$52,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$52,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$444,903
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$117,977
Employer contributions (assets) at end of year2020-12-31$4,511
Employer contributions (assets) at beginning of year2020-12-31$2,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$343,558
Contract administrator fees2020-12-31$4,660
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,651
Total income from all sources (including contributions)2019-12-31$1,209,659
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$407,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$403,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$680,687
Value of total assets at end of year2019-12-31$3,217,925
Value of total assets at beginning of year2019-12-31$2,430,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,125
Total interest from all sources2019-12-31$989
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$129,895
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$129,895
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$333,024
Participant contributions at end of year2019-12-31$7,141
Participant contributions at beginning of year2019-12-31$12,855
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$195,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,651
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$802,261
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,217,925
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,415,664
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,155,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,298,303
Interest on participant loans2019-12-31$443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$52,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$49,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$49,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$398,088
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$152,452
Employer contributions (assets) at end of year2019-12-31$2,655
Employer contributions (assets) at beginning of year2019-12-31$69,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$403,273
Contract administrator fees2019-12-31$4,125
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 LLP
Accountancy firm EIN2019-12-31390758449
2018 : GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,044
Total income from all sources (including contributions)2018-12-31$169,234
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$284,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$280,595
Value of total corrective distributions2018-12-31$33
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$312,388
Value of total assets at end of year2018-12-31$2,430,315
Value of total assets at beginning of year2018-12-31$2,533,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,230
Total interest from all sources2018-12-31$612
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$103,114
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$103,114
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$218,804
Participant contributions at end of year2018-12-31$12,855
Participant contributions at beginning of year2018-12-31$13,434
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$9,718
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$14,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-115,624
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,415,664
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,531,288
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,298,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,413,493
Interest on participant loans2018-12-31$552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$49,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$27,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$27,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-246,880
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$69,700
Employer contributions (assets) at end of year2018-12-31$69,700
Employer contributions (assets) at beginning of year2018-12-31$69,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$280,595
Contract administrator fees2018-12-31$4,230
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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 SOUTH CENTRAL WI, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$692,621
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$202,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$198,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$326,954
Value of total assets at end of year2017-12-31$2,533,332
Value of total assets at beginning of year2017-12-31$2,041,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,585
Total interest from all sources2017-12-31$621
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$68,109
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$68,109
Administrative expenses professional fees incurred2017-12-31$3,585
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$242,988
Participant contributions at end of year2017-12-31$13,434
Participant contributions at beginning of year2017-12-31$13,984
Participant contributions at end of year2017-12-31$9,718
Participant contributions at beginning of year2017-12-31$7,699
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
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$490,278
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,531,288
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,041,010
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,413,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,921,949
Interest on participant loans2017-12-31$621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$27,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$22,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$22,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$296,937
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$68,481
Employer contributions (assets) at end of year2017-12-31$69,513
Employer contributions (assets) at beginning of year2017-12-31$75,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$198,758
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 SOUTH CENTRAL WI, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,690
Total income from all sources (including contributions)2016-12-31$416,800
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$419,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$415,309
Value of total corrective distributions2016-12-31$398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$285,992
Value of total assets at end of year2016-12-31$2,041,010
Value of total assets at beginning of year2016-12-31$2,046,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,545
Total interest from all sources2016-12-31$335
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$55,086
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$55,086
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$205,284
Participant contributions at end of year2016-12-31$13,984
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$7,699
Participant contributions at beginning of year2016-12-31$5,860
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,452
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,041,010
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,043,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,921,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,941,733
Interest on participant loans2016-12-31$335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$22,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$21,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$21,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$75,387
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$78,990
Employer contributions (assets) at end of year2016-12-31$75,027
Employer contributions (assets) at beginning of year2016-12-31$76,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$415,309
Contract administrator fees2016-12-31$3,545
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,690
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 LLP
Accountancy firm EIN2016-12-31390758449
2015 : GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,572,728
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$84,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$78,119
Value of total corrective distributions2015-12-31$2,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,556,365
Value of total assets at end of year2015-12-31$2,046,152
Value of total assets at beginning of year2015-12-31$554,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,195
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$85,423
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$85,423
Administrative expenses professional fees incurred2015-12-31$3,195
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$197,678
Participant contributions at end of year2015-12-31$5,860
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,281,758
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
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$1,488,724
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,043,462
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$554,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,941,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$257,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$21,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$76,929
Employer contributions (assets) at end of year2015-12-31$76,929
Employer contributions (assets) at beginning of year2015-12-31$294,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$78,119
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,690
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$478,113
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,911
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$469,405
Value of total assets at end of year2014-12-31$554,738
Value of total assets at beginning of year2014-12-31$86,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$824
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,556
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$9,556
Administrative expenses professional fees incurred2014-12-31$824
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$174,748
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$468,378
Value of net assets at end of year (total assets less liabilities)2014-12-31$554,738
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$86,360
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$257,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$65,057
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$674
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-848
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$294,657
Employer contributions (assets) at end of year2014-12-31$294,658
Employer contributions (assets) at beginning of year2014-12-31$20,629
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,911
Contract administrator fees2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325

Form 5500 Responses for GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN

2022: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF SOUTH CENTRAL WI, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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