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GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN
Plan identification number 003

GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA, INC.
Employer identification number (EIN):560588474
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 NORTHWEST NC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ART GIBEL ART GIBEL2018-08-27
0032016-06-01ART GIBEL ART GIBEL2017-10-12

Plan Statistics for GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,527
Total number of active participants reported on line 7a of the Form 55002022-01-011,092
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-011,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,131
Number of participants with account balances2022-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,498
Total number of active participants reported on line 7a of the Form 55002021-01-011,420
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01107
Total of all active and inactive participants2021-01-011,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,527
Number of participants with account balances2021-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,566
Total number of active participants reported on line 7a of the Form 55002020-01-011,425
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-011,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,495
Number of participants with account balances2020-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,449
Total number of active participants reported on line 7a of the Form 55002019-01-011,510
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-011,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,566
Number of participants with account balances2019-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,315
Total number of active participants reported on line 7a of the Form 55002018-01-011,377
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-011,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,449
Number of participants with account balances2018-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,577
Total number of active participants reported on line 7a of the Form 55002017-01-011,271
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-011,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,315
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-011,168
Total number of active participants reported on line 7a of the Form 55002016-06-011,565
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-0112
Total of all active and inactive participants2016-06-011,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-011,577
Number of participants with account balances2016-06-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010

Financial Data on GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-311,581
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,045,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,037,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$375,868
Value of total assets at end of year2022-12-31$3,011,970
Value of total assets at beginning of year2022-12-31$4,369,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,695
Total interest from all sources2022-12-31$583
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$53,683
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$53,683
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$349,866
Participant contributions at end of year2022-12-31$27,218
Participant contributions at beginning of year2022-12-31$8,154
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$26,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,357,031
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,011,970
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,369,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$53
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,984,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,360,847
Interest on participant loans2022-12-31$583
Income. Interest from loans (other than to participants)2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-741,715
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,037,755
Contract administrator fees2022-12-31$7,642
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160560
2021 : GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) 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$1,113,119
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,003,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,001,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$560,712
Value of total assets at end of year2021-12-31$4,369,001
Value of total assets at beginning of year2021-12-31$4,259,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,617
Total interest from all sources2021-12-31$213
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$59,099
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$59,099
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$413,548
Participant contributions at end of year2021-12-31$8,154
Participant contributions at beginning of year2021-12-31$6,056
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$147,164
Administrative expenses (other) incurred2021-12-31$315
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$109,342
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,369,001
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,259,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,360,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,216,363
Interest on participant loans2021-12-31$213
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$37,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$37,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$493,095
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,001,160
Contract administrator fees2021-12-31$2,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160560
2020 : GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) 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$930,617
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$82,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$78,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$361,896
Value of total assets at end of year2020-12-31$4,259,659
Value of total assets at beginning of year2020-12-31$3,411,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,000
Total interest from all sources2020-12-31$467
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$126,427
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$126,427
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$700,000
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$361,896
Participant contributions at end of year2020-12-31$6,056
Participant contributions at beginning of year2020-12-31$11,361
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$848,365
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,259,659
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,411,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,216,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,364,017
Interest on participant loans2020-12-31$330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$37,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$35,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$35,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$441,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$78,252
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) 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$0
Total income from all sources (including contributions)2019-12-31$1,059,012
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$491,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$487,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$436,127
Value of total assets at end of year2019-12-31$3,411,294
Value of total assets at beginning of year2019-12-31$2,843,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,615
Total interest from all sources2019-12-31$1,203
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$101,997
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$101,997
Administrative expenses professional fees incurred2019-12-31$3,549
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$700,000
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$353,835
Participant contributions at end of year2019-12-31$11,361
Participant contributions at beginning of year2019-12-31$1,926
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$82,133
Other income not declared elsewhere2019-12-31$50
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$567,526
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,411,294
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,843,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$66
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,364,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,810,888
Interest on participant loans2019-12-31$521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$35,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$30,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$30,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$519,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$487,871
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 name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$643,801
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$120,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$117,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$814,931
Value of total assets at end of year2018-12-31$2,843,768
Value of total assets at beginning of year2018-12-31$2,320,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,604
Total interest from all sources2018-12-31$532
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$159,120
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$159,120
Administrative expenses professional fees incurred2018-12-31$2,604
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$700,000
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$327,546
Participant contributions at end of year2018-12-31$1,926
Participant contributions at beginning of year2018-12-31$6,027
Participant contributions at beginning of year2018-12-31$11,600
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$484,827
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$523,357
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,843,768
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,320,411
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$2,810,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,296,067
Interest on participant loans2018-12-31$301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$30,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-330,782
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$2,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$117,840
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 name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) 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$0
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$645,678
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$91,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$90,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$307,711
Value of total assets at end of year2017-12-31$2,320,411
Value of total assets at beginning of year2017-12-31$1,765,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$626
Total interest from all sources2017-12-31$356
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$71,472
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$71,472
Administrative expenses professional fees incurred2017-12-31$626
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$700,000
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$304,710
Participant contributions at end of year2017-12-31$6,027
Participant contributions at beginning of year2017-12-31$5,792
Participant contributions at end of year2017-12-31$11,600
Participant contributions at beginning of year2017-12-31$2,882
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,497
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$554,471
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,320,411
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,765,940
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$2,296,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,753,834
Interest on participant loans2017-12-31$315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$266,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$90,581
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,557,150
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$0
Total income from all sources (including contributions)2016-12-31$209,370
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$173,905
Value of total assets at end of year2016-12-31$1,765,940
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$203
Total interest from all sources2016-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$43,840
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$43,840
Administrative expenses professional fees incurred2016-12-31$200
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$700,000
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$173,905
Participant contributions at end of year2016-12-31$5,792
Participant contributions at end of year2016-12-31$2,882
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$208,790
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,765,940
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,753,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-8,377
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$377
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 name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981

Form 5500 Responses for GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) PLAN

2022: GOODWILL INDUSTRIES OF NORTHWEST NC 403(B) 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 NORTHWEST NC 403(B) 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 NORTHWEST NC 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 NORTHWEST NC 403(B) 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 NORTHWEST NC 403(B) 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 NORTHWEST NC 403(B) 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 NORTHWEST NC 403(B) PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01First time form 5500 has been submittedYes
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes

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