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EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 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.

401k Sponsoring company profile

GOODWILL INDUSTRIES VOCATIONAL ENTE RPRISES, INC has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES VOCATIONAL ENTE RPRISES, INC
Employer identification number (EIN):410919602
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022020-07-01
0022019-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01EMBIE HOFF
0022015-07-01EMBIE HOFF EMBIE HOFF2017-01-31
0022014-07-01EMBIE HOFF EMBIE HOFF2016-01-28
0022013-07-01EMBIE HOFF EMBIE HOFF2015-01-26
0022012-07-01EMBIE HOFF EMBIE HOFF2014-01-30
0022011-07-01EMBIE HOFF EMBIE HOFF2013-01-28
0022010-07-01EMBIE HOFF EMBIE HOFF2012-01-18
0022009-07-01EMBIE HOFF EMBIE HOFF2011-01-27

Plan Statistics for EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2021 401k membership
Total participants, beginning-of-year2021-07-01293
Total number of active participants reported on line 7a of the Form 55002021-07-01333
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01119
Total of all active and inactive participants2021-07-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01452
Number of participants with account balances2021-07-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0112
2020: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2020 401k membership
Total participants, beginning-of-year2020-07-01281
Total number of active participants reported on line 7a of the Form 55002020-07-01229
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0163
Total of all active and inactive participants2020-07-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01293
Number of participants with account balances2020-07-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-018
2019: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2019 401k membership
Total participants, beginning-of-year2019-07-01281
Total number of active participants reported on line 7a of the Form 55002019-07-01221
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0158
Total of all active and inactive participants2019-07-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01281
Number of participants with account balances2019-07-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0114
2018: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2018 401k membership
Total participants, beginning-of-year2018-07-01282
Total number of active participants reported on line 7a of the Form 55002018-07-01225
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0155
Total of all active and inactive participants2018-07-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01281
Number of participants with account balances2018-07-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0120
2017: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2017 401k membership
Total participants, beginning-of-year2017-07-01257
Total number of active participants reported on line 7a of the Form 55002017-07-01221
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0160
Total of all active and inactive participants2017-07-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01282
Number of participants with account balances2017-07-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0118
2016: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2016 401k membership
Total participants, beginning-of-year2016-07-01232
Total number of active participants reported on line 7a of the Form 55002016-07-01218
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0138
Total of all active and inactive participants2016-07-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01257
Number of participants with account balances2016-07-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0112
2015: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2015 401k membership
Total participants, beginning-of-year2015-07-01216
Total number of active participants reported on line 7a of the Form 55002015-07-01192
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0139
Total of all active and inactive participants2015-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01232
Number of participants with account balances2015-07-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0126
2014: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2014 401k membership
Total participants, beginning-of-year2014-07-01201
Total number of active participants reported on line 7a of the Form 55002014-07-01175
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0139
Total of all active and inactive participants2014-07-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01216
Number of participants with account balances2014-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0118
2013: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2013 401k membership
Total participants, beginning-of-year2013-07-01197
Total number of active participants reported on line 7a of the Form 55002013-07-01169
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0130
Total of all active and inactive participants2013-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01201
Number of participants with account balances2013-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0111
2012: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2012 401k membership
Total participants, beginning-of-year2012-07-01170
Total number of active participants reported on line 7a of the Form 55002012-07-01166
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0130
Total of all active and inactive participants2012-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01197
Number of participants with account balances2012-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
2011: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2011 401k membership
Total participants, beginning-of-year2011-07-01167
Total number of active participants reported on line 7a of the Form 55002011-07-01142
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0127
Total of all active and inactive participants2011-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01170
Number of participants with account balances2011-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2010 401k membership
Total participants, beginning-of-year2010-07-01168
Total number of active participants reported on line 7a of the Form 55002010-07-01132
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0134
Total of all active and inactive participants2010-07-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01167
Number of participants with account balances2010-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0114
2009: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2009 401k membership
Total participants, beginning-of-year2009-07-01148
Total number of active participants reported on line 7a of the Form 55002009-07-01136
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0131
Total of all active and inactive participants2009-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01168
Number of participants with account balances2009-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-109,995
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$343,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$342,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$145,682
Value of total assets at end of year2022-06-30$2,347,338
Value of total assets at beginning of year2022-06-30$2,801,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,000
Total interest from all sources2022-06-30$1,523
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$300,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$52,219
Participant contributions at end of year2022-06-30$8,889
Assets. Loans (other than to participants) at end of year2022-06-30$24,847
Assets. Loans (other than to participants) at beginning of year2022-06-30$26,982
Administrative expenses (other) incurred2022-06-30$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-453,946
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,347,338
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,801,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,452,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,957,056
Interest on participant loans2022-06-30$1,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$847,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$817,246
Net investment gain/loss from pooled separate accounts2022-06-30$-257,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$93,463
Employer contributions (assets) at end of year2022-06-30$14,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$342,951
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30OLSEN THIELEN & CO., LTD.
Accountancy firm EIN2022-06-30411360831
2021 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$631,542
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$469,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$462,894
Expenses. Certain deemed distributions of participant loans2021-06-30$5,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$133,716
Value of total assets at end of year2021-06-30$2,801,284
Value of total assets at beginning of year2021-06-30$2,638,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$785
Total interest from all sources2021-06-30$9,859
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$300,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$51,530
Participant contributions at end of year2021-06-30$26,982
Participant contributions at beginning of year2021-06-30$32,074
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$1,831
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$162,302
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,801,284
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,638,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,957,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,627,021
Interest on participant loans2021-06-30$1,542
Interest earned on other investments2021-06-30$8,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$817,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$979,887
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$487,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$80,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$462,894
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30RSM US LLP
Accountancy firm EIN2021-06-30420714325
2020 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$335,324
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$202,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$201,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$209,787
Value of total assets at end of year2020-06-30$2,638,982
Value of total assets at beginning of year2020-06-30$2,505,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$759
Total interest from all sources2020-06-30$11,981
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$250,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$42,869
Participant contributions at end of year2020-06-30$32,074
Participant contributions at beginning of year2020-06-30$40,411
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$86,150
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$133,207
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,638,982
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,505,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,627,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,754,062
Interest on participant loans2020-06-30$1,672
Interest earned on other investments2020-06-30$10,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$979,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$711,302
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$113,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$80,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$201,358
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30RSM US LLP
Accountancy firm EIN2020-06-30420714325
2019 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$243,802
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$131,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$131,088
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$132,301
Value of total assets at end of year2019-06-30$2,505,775
Value of total assets at beginning of year2019-06-30$2,393,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$624
Total interest from all sources2019-06-30$11,447
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$250,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$48,376
Participant contributions at end of year2019-06-30$40,411
Participant contributions at beginning of year2019-06-30$42,516
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$112,090
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,505,775
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,393,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,754,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,686,818
Interest on participant loans2019-06-30$2,110
Interest earned on other investments2019-06-30$9,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$711,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$664,351
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$100,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$83,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$131,088
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RSM US LLP
Accountancy firm EIN2019-06-30420714325
2018 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$652,254
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$347,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$346,791
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$482,981
Value of total assets at end of year2018-06-30$2,393,685
Value of total assets at beginning of year2018-06-30$2,088,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$546
Total interest from all sources2018-06-30$8,207
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$250,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$55,146
Participant contributions at end of year2018-06-30$42,516
Participant contributions at beginning of year2018-06-30$48,050
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$289,700
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$304,917
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,393,685
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,088,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,686,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,431,890
Interest on participant loans2018-06-30$1,864
Interest earned on other investments2018-06-30$6,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$664,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$608,828
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$161,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$138,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$346,791
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RSM US LLP
Accountancy firm EIN2018-06-30420714325
2017 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$382,224
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$259,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$259,406
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$197,530
Value of total assets at end of year2017-06-30$2,088,768
Value of total assets at beginning of year2017-06-30$1,966,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$454
Total interest from all sources2017-06-30$7,976
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$200,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$94,684
Participant contributions at end of year2017-06-30$48,050
Participant contributions at beginning of year2017-06-30$42,331
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$122,364
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,088,768
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,966,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,431,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,326,669
Interest on participant loans2017-06-30$2,019
Interest earned on other investments2017-06-30$5,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$608,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$597,404
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$176,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$102,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$259,406
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30RSM US LLP
Accountancy firm EIN2017-06-30420714325
2016 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$248,992
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$141,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$139,664
Expenses. Certain deemed distributions of participant loans2016-06-30$953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$251,242
Value of total assets at end of year2016-06-30$1,966,404
Value of total assets at beginning of year2016-06-30$1,858,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$432
Total interest from all sources2016-06-30$7,492
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$200,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$79,217
Participant contributions at end of year2016-06-30$42,331
Participant contributions at beginning of year2016-06-30$24,604
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$107,943
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,966,404
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,858,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,326,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,264,428
Interest on participant loans2016-06-30$1,681
Interest earned on other investments2016-06-30$5,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$597,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$569,429
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-9,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$172,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$139,664
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30RSM US LLP
Accountancy firm EIN2016-06-30420714325
2015 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$286,797
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$58,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$57,123
Expenses. Certain deemed distributions of participant loans2015-06-30$674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$222,717
Value of total assets at end of year2015-06-30$1,858,461
Value of total assets at beginning of year2015-06-30$1,630,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$947
Total interest from all sources2015-06-30$6,438
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$200,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$70,714
Participant contributions at end of year2015-06-30$24,604
Participant contributions at beginning of year2015-06-30$27,459
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Administrative expenses (other) incurred2015-06-30$947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$228,053
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,858,461
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,630,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,264,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,110,631
Interest on participant loans2015-06-30$1,102
Interest earned on other investments2015-06-30$5,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$569,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$492,318
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$57,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$152,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$57,123
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30RSM US LLP
Accountancy firm EIN2015-06-30420714325
2014 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$370,717
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$101,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$85,206
Expenses. Certain deemed distributions of participant loans2014-06-30$14,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$210,870
Value of total assets at end of year2014-06-30$1,630,408
Value of total assets at beginning of year2014-06-30$1,360,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,231
Total interest from all sources2014-06-30$6,074
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$200,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$73,890
Participant contributions at end of year2014-06-30$27,459
Participant contributions at beginning of year2014-06-30$43,821
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Administrative expenses (other) incurred2014-06-30$1,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$269,588
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,630,408
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,360,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,110,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$873,252
Interest on participant loans2014-06-30$1,374
Interest earned on other investments2014-06-30$4,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$492,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$443,747
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$153,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$136,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$85,206
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MCGLADREY LLP
Accountancy firm EIN2014-06-30420714325
2013 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$311,030
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$122,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$122,230
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$222,764
Value of total assets at end of year2013-06-30$1,360,820
Value of total assets at beginning of year2013-06-30$1,172,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$678
Total interest from all sources2013-06-30$6,906
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$200,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$79,192
Participant contributions at end of year2013-06-30$43,821
Participant contributions at beginning of year2013-06-30$16,953
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$188,122
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,360,820
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,172,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$873,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$735,409
Interest on participant loans2013-06-30$1,093
Interest earned on other investments2013-06-30$5,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$443,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$420,336
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$81,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$143,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$122,230
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MCGLADREY LLP
Accountancy firm EIN2013-06-30420714325
2012 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$217,008
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$79,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$77,715
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$198,539
Value of total assets at end of year2012-06-30$1,172,698
Value of total assets at beginning of year2012-06-30$1,034,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,320
Total interest from all sources2012-06-30$7,702
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$200,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$66,596
Participant contributions at end of year2012-06-30$16,953
Participant contributions at beginning of year2012-06-30$17,050
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Administrative expenses (other) incurred2012-06-30$1,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$137,973
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,172,698
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,034,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$735,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$707,624
Interest on participant loans2012-06-30$713
Interest earned on other investments2012-06-30$6,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$420,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$310,051
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$10,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$131,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$77,715
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MCGLADREY LLP
Accountancy firm EIN2012-06-30420714325
2011 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$315,690
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$72,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$67,749
Expenses. Certain deemed distributions of participant loans2011-06-30$3,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$193,697
Value of total assets at end of year2011-06-30$1,034,725
Value of total assets at beginning of year2011-06-30$791,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,256
Total interest from all sources2011-06-30$7,151
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$125,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$58,449
Participant contributions at end of year2011-06-30$17,050
Participant contributions at beginning of year2011-06-30$18,669
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$6,158
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$1,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$243,517
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,034,725
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$791,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$707,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$523,829
Interest on participant loans2011-06-30$787
Interest earned on other investments2011-06-30$6,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$310,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$248,710
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$114,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$129,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$67,749
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-06-30420714325
2010 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC

2021: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012176I
Policy instance 1
Insurance contract or identification number012176I
Number of Individuals Covered452
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $236
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees236
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012176I
Policy instance 1
Insurance contract or identification number012176I
Number of Individuals Covered293
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $236
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees236
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012176I
Policy instance 1
Insurance contract or identification number012176I
Number of Individuals Covered281
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $417
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees417
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012176I
Policy instance 1
Insurance contract or identification number012176I
Number of Individuals Covered281
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,366
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2366
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012176I
Policy instance 1
Insurance contract or identification number012176I
Number of Individuals Covered282
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $822
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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