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GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN
Plan identification number 005

GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PALMETTO GOODWILL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PALMETTO GOODWILL SERVICES, INC.
Employer identification number (EIN):570632511
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052016-01-01JOHN CONKLAN JOHN CONKLAN2017-10-12
0052015-01-01JOHN CONKLAN JOHN CONKLAN2016-07-28
0052014-01-01JOHN CONKLAN JOHN CONKLAN2015-10-06
0052013-01-01JOHN CONKLAN JOHN CONKLAN2014-08-28
0052012-01-01JOHN CONKLAN JOHN CONKLAN2013-10-15
0052011-01-01JOHN CONKLAN JOHN CONKLAN2012-07-26
0052010-01-01JOHN CONKLAN JOHN CONKLAN2011-07-27
0052009-01-01GERALD ROMAINE, JR. GERALD ROMAINE, JR.2010-07-29

Plan Statistics for GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN

Measure Date Value
2016: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01941
Total number of active participants reported on line 7a of the Form 55002016-01-011,083
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-011,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,112
Number of participants with account balances2016-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0161
2015: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,134
Total number of active participants reported on line 7a of the Form 55002015-01-01795
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0182
Total of all active and inactive participants2015-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01877
Number of participants with account balances2015-01-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0153
2014: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01995
Total number of active participants reported on line 7a of the Form 55002014-01-01950
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01998
Number of participants with account balances2014-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0142
2013: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01979
Total number of active participants reported on line 7a of the Form 55002013-01-01770
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01125
Total of all active and inactive participants2013-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01895
Number of participants with account balances2013-01-01755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,078
Total number of active participants reported on line 7a of the Form 55002012-01-01792
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0193
Total of all active and inactive participants2012-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01885
Number of participants with account balances2012-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01912
Total number of active participants reported on line 7a of the Form 55002011-01-01900
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-01973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01973
Number of participants with account balances2011-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01161
2010: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01801
Total number of active participants reported on line 7a of the Form 55002010-01-01785
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01824
Number of participants with account balances2010-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,097
Total number of active participants reported on line 7a of the Form 55002009-01-01741
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01764
Number of participants with account balances2009-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN

Measure Date Value
2016 : GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$889,043
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$659,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$644,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$647,459
Value of total assets at end of year2016-12-31$3,195,136
Value of total assets at beginning of year2016-12-31$2,965,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,130
Total interest from all sources2016-12-31$4,771
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$15,130
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$336,605
Participant contributions at end of year2016-12-31$161,088
Participant contributions at beginning of year2016-12-31$124,911
Participant contributions at end of year2016-12-31$11,449
Participant contributions at beginning of year2016-12-31$12,267
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$229,625
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,195,136
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,965,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,973,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,791,553
Interest on participant loans2016-12-31$4,771
Value of interest in common/collective trusts at end of year2016-12-31$36,100
Value of interest in common/collective trusts at beginning of year2016-12-31$26,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$236,072
Net investment gain or loss from common/collective trusts2016-12-31$741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$310,854
Employer contributions (assets) at end of year2016-12-31$12,926
Employer contributions (assets) at beginning of year2016-12-31$10,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$644,288
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 name2016-12-31ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2016-12-31570381582
2015 : GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$569,494
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$403,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$391,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$581,881
Value of total assets at end of year2015-12-31$2,965,511
Value of total assets at beginning of year2015-12-31$2,799,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,114
Total interest from all sources2015-12-31$5,054
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$12,114
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$323,787
Participant contributions at end of year2015-12-31$124,911
Participant contributions at beginning of year2015-12-31$119,178
Participant contributions at end of year2015-12-31$12,267
Participant contributions at beginning of year2015-12-31$11,563
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$166,262
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,965,511
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,799,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,791,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,658,013
Interest on participant loans2015-12-31$5,054
Value of interest in common/collective trusts at end of year2015-12-31$26,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,999
Net investment gain or loss from common/collective trusts2015-12-31$558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$250,098
Employer contributions (assets) at end of year2015-12-31$10,010
Employer contributions (assets) at beginning of year2015-12-31$10,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$391,118
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2015-12-31570381582
2014 : GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$744,318
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$429,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$405,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$587,855
Value of total assets at end of year2014-12-31$2,799,249
Value of total assets at beginning of year2014-12-31$2,484,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,542
Total interest from all sources2014-12-31$3,869
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$24,542
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$298,653
Participant contributions at end of year2014-12-31$119,178
Participant contributions at beginning of year2014-12-31$99,334
Participant contributions at end of year2014-12-31$11,563
Participant contributions at beginning of year2014-12-31$10,442
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$22,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$314,419
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,799,249
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,484,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,658,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,365,129
Interest on participant loans2014-12-31$3,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$152,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$266,516
Employer contributions (assets) at end of year2014-12-31$10,495
Employer contributions (assets) at beginning of year2014-12-31$9,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$405,357
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2014-12-31570381582
2013 : GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$921,291
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$279,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$256,395
Expenses. Certain deemed distributions of participant loans2013-12-31$768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$553,762
Value of total assets at end of year2013-12-31$2,484,830
Value of total assets at beginning of year2013-12-31$1,843,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,321
Total interest from all sources2013-12-31$3,057
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$22,321
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$274,718
Participant contributions at end of year2013-12-31$99,334
Participant contributions at beginning of year2013-12-31$64,379
Participant contributions at end of year2013-12-31$10,442
Participant contributions at beginning of year2013-12-31$9,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$641,807
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,484,830
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,843,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,365,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,761,153
Interest on participant loans2013-12-31$3,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$364,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$279,044
Employer contributions (assets) at end of year2013-12-31$9,925
Employer contributions (assets) at beginning of year2013-12-31$7,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$256,395
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLIOTT DAVIS LLC
Accountancy firm EIN2013-12-31570381582
2012 : GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$3,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$572,989
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$305,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$278,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$435,768
Value of total assets at end of year2012-12-31$1,843,023
Value of total assets at beginning of year2012-12-31$1,578,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,897
Total interest from all sources2012-12-31$86
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$26,897
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$216,526
Participant contributions at end of year2012-12-31$64,379
Participant contributions at end of year2012-12-31$9,716
Participant contributions at beginning of year2012-12-31$7,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$267,647
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,843,023
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,578,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,761,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$797,001
Interest on participant loans2012-12-31$18
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$765,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$765,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$137,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$219,242
Employer contributions (assets) at end of year2012-12-31$7,775
Employer contributions (assets) at beginning of year2012-12-31$8,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$278,445
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLIOTT DAVIS LLC
Accountancy firm EIN2012-12-31570381582
2011 : GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$417,155
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$262,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$250,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$437,160
Value of total assets at end of year2011-12-31$1,578,947
Value of total assets at beginning of year2011-12-31$1,423,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,875
Total interest from all sources2011-12-31$114
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$11,875
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$209,107
Participant contributions at end of year2011-12-31$7,919
Participant contributions at beginning of year2011-12-31$6,399
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$155,031
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,578,947
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,423,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$797,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$687,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$765,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$723,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$723,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-20,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$227,647
Employer contributions (assets) at end of year2011-12-31$8,152
Employer contributions (assets) at beginning of year2011-12-31$7,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$250,249
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2011-12-31570381582
2010 : GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$454,131
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$275,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$265,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$364,493
Value of total assets at end of year2010-12-31$1,423,916
Value of total assets at beginning of year2010-12-31$1,245,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,813
Total interest from all sources2010-12-31$396
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$9,813
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$182,911
Participant contributions at end of year2010-12-31$6,399
Participant contributions at beginning of year2010-12-31$5,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$178,434
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,423,916
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,245,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$687,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$478,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$723,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$755,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$755,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$89,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$181,582
Employer contributions (assets) at end of year2010-12-31$7,304
Employer contributions (assets) at beginning of year2010-12-31$5,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$265,884
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2010-12-31570381582

Form 5500 Responses for GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN

2016: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF LOWER SC, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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