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403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA
Plan identification number 001

403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF SW FLORIDA INC has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF SW FLORIDA INC
Employer identification number (EIN):596196141
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAMELA HEBERT PAMELA HEBERT2018-10-09
0012016-01-01PAM HEBERT
0012015-01-01LARA SLADICK LARA SLADICK2016-10-11
0012014-01-01LARA SLADICK LARA SLADICK2015-10-14
0012013-01-01LARA SLADICK LARA SLADICK2014-10-09
0012012-01-01LARA SLADICK LARA SLADICK2013-10-15
0012011-01-01LARA SLADICK LARA SLADICK2012-10-09
0012009-01-01BECKY HAYES-FORIEST BECKY HAYES-FORIEST2010-10-14
0012009-01-01BECKY HAYES-FORIEST BECKY HAYES-FORIEST2010-10-14

Plan Statistics for 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA

Measure Date Value
2022: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2022 401k membership
Total participants, beginning-of-year2022-01-01868
Total number of active participants reported on line 7a of the Form 55002022-01-01635
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01544
Total of all active and inactive participants2022-01-011,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-011,205
Number of participants with account balances2022-01-011,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01241
2021: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2021 401k membership
Total participants, beginning-of-year2021-01-01465
Total number of active participants reported on line 7a of the Form 55002021-01-01493
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01353
Total of all active and inactive participants2021-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-01868
Number of participants with account balances2021-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01183
2020: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2020 401k membership
Total participants, beginning-of-year2020-01-01496
Total number of active participants reported on line 7a of the Form 55002020-01-01162
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01284
Total of all active and inactive participants2020-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-01465
Number of participants with account balances2020-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2019 401k membership
Total participants, beginning-of-year2019-01-01511
Total number of active participants reported on line 7a of the Form 55002019-01-01259
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01219
Total of all active and inactive participants2019-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-01496
Number of participants with account balances2019-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2018 401k membership
Total participants, beginning-of-year2018-01-01542
Total number of active participants reported on line 7a of the Form 55002018-01-01267
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01230
Total of all active and inactive participants2018-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-01511
Number of participants with account balances2018-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2017 401k membership
Total participants, beginning-of-year2017-01-01546
Total number of active participants reported on line 7a of the Form 55002017-01-01294
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01233
Total of all active and inactive participants2017-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-01542
Number of participants with account balances2017-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2016 401k membership
Total participants, beginning-of-year2016-01-01577
Total number of active participants reported on line 7a of the Form 55002016-01-01323
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01217
Total of all active and inactive participants2016-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01546
Number of participants with account balances2016-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2015 401k membership
Total participants, beginning-of-year2015-01-01619
Total number of active participants reported on line 7a of the Form 55002015-01-01350
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01221
Total of all active and inactive participants2015-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01577
Number of participants with account balances2015-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0164
2014: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2014 401k membership
Total participants, beginning-of-year2014-01-01550
Total number of active participants reported on line 7a of the Form 55002014-01-01469
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01145
Total of all active and inactive participants2014-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01619
Number of participants with account balances2014-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0176
2013: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2013 401k membership
Total participants, beginning-of-year2013-01-01494
Total number of active participants reported on line 7a of the Form 55002013-01-01415
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01127
Total of all active and inactive participants2013-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-01550
Number of participants with account balances2013-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0145
2012: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2012 401k membership
Total participants, beginning-of-year2012-01-01727
Total number of active participants reported on line 7a of the Form 55002012-01-01686
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01123
Total of all active and inactive participants2012-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-01817
Number of participants with account balances2012-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0149
2011: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2011 401k membership
Total participants, beginning-of-year2011-01-01537
Total number of active participants reported on line 7a of the Form 55002011-01-01595
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01125
Total of all active and inactive participants2011-01-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-01727
Number of participants with account balances2011-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0139
2009: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2009 401k membership
Total participants, beginning-of-year2009-01-01497
Total number of active participants reported on line 7a of the Form 55002009-01-01539
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01651
Number of participants with account balances2009-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA

Measure Date Value
2022 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$0
Total income from all sources (including contributions)2022-12-31$-73,602
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$225,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$222,578
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$339,301
Value of total assets at end of year2022-12-31$4,210,608
Value of total assets at beginning of year2022-12-31$4,510,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,267
Total interest from all sources2022-12-31$36,053
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$323,717
Participant contributions at end of year2022-12-31$48,943
Participant contributions at beginning of year2022-12-31$52,144
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,584
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$3,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-299,447
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,210,608
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,510,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,087,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,532,502
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$36,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,074,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,925,409
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-448,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$222,578
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 name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$807,853
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$276,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$272,934
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$344,052
Value of total assets at end of year2021-12-31$4,510,055
Value of total assets at beginning of year2021-12-31$3,978,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,386
Total interest from all sources2021-12-31$40,098
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$250,778
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$54,496
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$95,000
Other income not declared elsewhere2021-12-31$1,725
Administrative expenses (other) incurred2021-12-31$3,386
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$531,533
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,510,055
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,978,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,532,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,118,135
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$40,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,977,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,805,891
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$421,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$-1,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$272,934
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381950
2020 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$485,770
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$219,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$216,019
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$163,035
Value of total assets at end of year2020-12-31$3,978,522
Value of total assets at beginning of year2020-12-31$3,712,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,481
Total interest from all sources2020-12-31$38,024
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$157,808
Participant contributions at end of year2020-12-31$54,496
Participant contributions at beginning of year2020-12-31$69,998
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,227
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,481
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$266,270
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,978,522
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,712,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,118,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,885,379
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$38,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,805,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,756,875
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$284,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$216,019
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381950
2019 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$794,932
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$555,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$551,882
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$348,988
Value of total assets at end of year2019-12-31$3,712,252
Value of total assets at beginning of year2019-12-31$3,472,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,786
Total interest from all sources2019-12-31$43,926
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$139,843
Participant contributions at end of year2019-12-31$69,998
Participant contributions at beginning of year2019-12-31$77,087
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$209,145
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$3,786
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$239,264
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,712,252
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,472,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,885,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,692,247
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$43,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,756,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,703,654
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$402,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$551,882
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 name2019-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2019-12-31010720052
2018 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$352,375
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$508,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$504,526
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$445,564
Value of total assets at end of year2018-12-31$3,472,988
Value of total assets at beginning of year2018-12-31$3,629,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,054
Total interest from all sources2018-12-31$31,527
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$155,249
Participant contributions at end of year2018-12-31$77,087
Participant contributions at beginning of year2018-12-31$30,403
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$290,315
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$4,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-156,205
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,472,988
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,629,193
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 pooled separate accounts at end of year2018-12-31$1,692,247
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,038,858
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$31,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,703,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,559,932
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-124,716
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$504,526
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 name2018-12-31MORRISON, BROWN, ARQIZ& FARRA, LLC
Accountancy firm EIN2018-12-31010720052
2017 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$562,727
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$428,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$417,671
Expenses. Certain deemed distributions of participant loans2017-12-31$5,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$248,973
Value of total assets at end of year2017-12-31$3,629,193
Value of total assets at beginning of year2017-12-31$3,494,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,454
Total interest from all sources2017-12-31$26,467
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$168,970
Participant contributions at end of year2017-12-31$30,403
Participant contributions at beginning of year2017-12-31$39,852
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$80,003
Other income not declared elsewhere2017-12-31$4,218
Administrative expenses (other) incurred2017-12-31$4,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$134,612
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,629,193
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,494,581
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$2,038,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,802,373
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$26,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,559,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,652,356
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$283,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$417,671
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 name2017-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2017-12-31010720052
2016 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$311,005
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$242,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$237,507
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$126,118
Value of total assets at end of year2016-12-31$3,494,581
Value of total assets at beginning of year2016-12-31$3,425,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,558
Total interest from all sources2016-12-31$27,819
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
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$124,577
Participant contributions at end of year2016-12-31$39,852
Participant contributions at beginning of year2016-12-31$13,331
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,541
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$4,558
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$68,940
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,494,581
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,425,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,802,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,690,839
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$27,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,652,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,721,471
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$157,068
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$237,507
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 name2016-12-31BKHM, PA
Accountancy firm EIN2016-12-31593023516
2015 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$184,376
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$700,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$694,465
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$166,732
Value of total assets at end of year2015-12-31$3,425,642
Value of total assets at beginning of year2015-12-31$3,941,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,643
Total interest from all sources2015-12-31$25,800
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$133,953
Participant contributions at end of year2015-12-31$13,330
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,359
Other income not declared elsewhere2015-12-31$1,066
Administrative expenses (other) incurred2015-12-31$5,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-515,732
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,425,642
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,941,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,690,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,141,100
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$25,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,721,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,800,274
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-9,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$23,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$694,465
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 name2015-12-31BKHM, PA
Accountancy firm EIN2015-12-31593023516
2014 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$843,652
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$473,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$469,148
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$677,080
Value of total assets at end of year2014-12-31$3,941,374
Value of total assets at beginning of year2014-12-31$3,571,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,337
Total interest from all sources2014-12-31$26,686
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
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$161,765
Participant contributions at beginning of year2014-12-31$3,049
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,274
Other income not declared elsewhere2014-12-31$7
Administrative expenses (other) incurred2014-12-31$4,337
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$370,167
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,941,374
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,571,207
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$2,141,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,733,006
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$26,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,800,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,835,152
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$139,879
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$482,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$469,148
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 name2014-12-31BKHM, P.A.
Accountancy firm EIN2014-12-31593023516
2013 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$998,112
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$430,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$383,741
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$678,765
Value of total assets at end of year2013-12-31$3,571,207
Value of total assets at beginning of year2013-12-31$3,003,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,289
Total interest from all sources2013-12-31$29,089
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
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$135,724
Participant contributions at end of year2013-12-31$3,049
Participant contributions at beginning of year2013-12-31$7,939
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$64,241
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$46,289
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$568,082
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,571,207
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,003,125
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$1,733,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,141,482
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$29,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,835,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,853,704
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$290,258
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$478,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$383,741
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 name2013-12-31HILL, BARTH & KING LLC
Accountancy firm EIN2013-12-31311897225
2012 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$810,236
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$385,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$311,123
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$629,207
Value of total assets at end of year2012-12-31$3,003,125
Value of total assets at beginning of year2012-12-31$2,578,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$74,706
Total interest from all sources2012-12-31$34,256
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$260,000
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$115,275
Participant contributions at end of year2012-12-31$7,939
Participant contributions at beginning of year2012-12-31$12,171
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$90,030
Other income not declared elsewhere2012-12-31$34,008
Administrative expenses (other) incurred2012-12-31$74,706
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$424,407
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,003,125
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,578,718
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$1,141,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$861,679
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$34,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,853,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,704,868
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$112,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$423,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$311,123
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 name2012-12-31STROEMER AND COMPANY, PA
Accountancy firm EIN2012-12-31200167385
2011 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$693,979
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$464,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$418,856
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$646,720
Value of total assets at end of year2011-12-31$2,578,718
Value of total assets at beginning of year2011-12-31$2,348,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45,287
Total interest from all sources2011-12-31$38,235
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$260,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$86,083
Participant contributions at end of year2011-12-31$12,171
Participant contributions at beginning of year2011-12-31$19,511
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$197,457
Other income not declared elsewhere2011-12-31$22,953
Administrative expenses (other) incurred2011-12-31$45,287
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$229,836
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,578,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,348,882
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$861,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$671,644
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$38,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,704,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,657,727
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-13,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$363,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$418,856
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 name2011-12-31STROEMER & COMPANY, PA
Accountancy firm EIN2011-12-31200167385
2010 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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$579,488
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$426,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$376,158
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$421,887
Value of total assets at end of year2010-12-31$2,348,882
Value of total assets at beginning of year2010-12-31$2,196,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$50,810
Total interest from all sources2010-12-31$46,051
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$225,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$78,495
Participant contributions at end of year2010-12-31$19,511
Participant contributions at beginning of year2010-12-31$49,534
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,219
Other income not declared elsewhere2010-12-31$22,933
Administrative expenses (other) incurred2010-12-31$50,810
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$152,520
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,348,882
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,196,362
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$671,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$605,615
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$46,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,657,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,541,213
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$88,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$327,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$376,158
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 name2010-12-31BARTON, GONZALES & MYERS, PA
Accountancy firm EIN2010-12-31592970580
2009 : 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA

2022: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF GOODWILL-SOUTHWEST FLORIDA 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 – InsuranceYes
2009-01-01Plan 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 number014182
Policy instance 1
Insurance contract or identification number014182
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,228
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
Amount paid for insurance broker fees1228
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered868
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $527
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 fees527
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 number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered465
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $527
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 fees527
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 number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered496
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,073
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 fees2073
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 number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered511
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,165
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 fees1165
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 number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered542
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,476
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 fees1476
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameWEST PALM BEACH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered577
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,050
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees2050
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameWEST PALM BEACH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered619
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,404
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees1404
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameWEST PALM BEACH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered550
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,487
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees2487
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameWEST PALM BEACH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered494
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,023
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 fees936
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameAMY EISINGER
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered452
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,369
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014182C
Policy instance 1
Insurance contract or identification number014182C
Number of Individuals Covered392
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,392
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

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