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403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC.
Plan identification number 001

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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.

401k Sponsoring company profile

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

Company Name:GOODWILL INDUSTRIES OF KENTUCKY,INC .
Employer identification number (EIN):610475284
NAIC Classification:561720
NAIC Description:Janitorial Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC.

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
0012019-01-01
0012018-01-01
0012017-01-01CHERI WALL
0012016-01-01CHERI WALL
0012015-01-01CHERI WALL CHERI WALL2016-10-06
0012014-01-01KIM BURSE KIM BURSE2015-07-24
0012013-01-01AMY LUTTRELL AMY LUTTRELL2014-07-16
0012012-01-01ROLAND R. BLAHNIK ROLAND R. BLAHNIK2013-07-24
0012011-01-01ROLAND R. BLAHNIK ROLAND R. BLAHNIK2012-07-25
0012010-01-01ROLAND R. BLAHNIK ROLAND R. BLAHNIK2011-07-15
0012009-01-01ROLAND R. BLAHNIK ROLAND R. BLAHNIK2010-09-29

Plan Statistics for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2022 401k membership
Total participants, beginning-of-year2022-01-012,912
Total number of active participants reported on line 7a of the Form 55002022-01-011,878
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,161
Total of all active and inactive participants2022-01-013,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-013,049
Number of participants with account balances2022-01-012,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2021 401k membership
Total participants, beginning-of-year2021-01-012,427
Total number of active participants reported on line 7a of the Form 55002021-01-011,694
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,211
Total of all active and inactive participants2021-01-012,905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-012,912
Number of participants with account balances2021-01-012,191
2020: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2020 401k membership
Total participants, beginning-of-year2020-01-012,037
Total number of active participants reported on line 7a of the Form 55002020-01-011,561
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01856
Total of all active and inactive participants2020-01-012,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-012,421
Number of participants with account balances2020-01-011,727
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 INDUSTRIES OF KENTUCKY,INC. 2019 401k membership
Total participants, beginning-of-year2019-01-012,014
Total number of active participants reported on line 7a of the Form 55002019-01-011,391
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01642
Total of all active and inactive participants2019-01-012,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,035
Number of participants with account balances2019-01-011,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2018 401k membership
Total participants, beginning-of-year2018-01-012,013
Total number of active participants reported on line 7a of the Form 55002018-01-011,195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01480
Total of all active and inactive participants2018-01-011,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,677
Number of participants with account balances2018-01-011,212
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 INDUSTRIES OF KENTUCKY,INC. 2017 401k membership
Total participants, beginning-of-year2017-01-012,034
Total number of active participants reported on line 7a of the Form 55002017-01-011,414
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01595
Total of all active and inactive participants2017-01-012,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,013
Number of participants with account balances2017-01-011,300
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 INDUSTRIES OF KENTUCKY,INC. 2016 401k membership
Total participants, beginning-of-year2016-01-011,246
Total number of active participants reported on line 7a of the Form 55002016-01-011,468
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01560
Total of all active and inactive participants2016-01-012,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-012,033
Number of participants with account balances2016-01-011,094
2015: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2015 401k membership
Total participants, beginning-of-year2015-01-011,686
Total number of active participants reported on line 7a of the Form 55002015-01-011,125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01114
Total of all active and inactive participants2015-01-011,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-011,245
Number of participants with account balances2015-01-01940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0167
2014: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2014 401k membership
Total participants, beginning-of-year2014-01-011,659
Total number of active participants reported on line 7a of the Form 55002014-01-011,580
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-011,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,686
Number of participants with account balances2014-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2013 401k membership
Total participants, beginning-of-year2013-01-011,373
Total number of active participants reported on line 7a of the Form 55002013-01-011,550
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-011,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,659
Number of participants with account balances2013-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01977
Total number of active participants reported on line 7a of the Form 55002012-01-011,257
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01111
Total of all active and inactive participants2012-01-011,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-011,373
Number of participants with account balances2012-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2011 401k membership
Total participants, beginning-of-year2011-01-011,221
Total number of active participants reported on line 7a of the Form 55002011-01-01917
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01977
Number of participants with account balances2011-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2010 401k membership
Total participants, beginning-of-year2010-01-011,243
Total number of active participants reported on line 7a of the Form 55002010-01-011,166
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0154
Total of all active and inactive participants2010-01-011,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,221
Number of participants with account balances2010-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2009 401k membership
Total participants, beginning-of-year2009-01-011,226
Total number of active participants reported on line 7a of the Form 55002009-01-011,187
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-011,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,243
Number of participants with account balances2009-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$297,064
Total of all expenses incurred2022-12-31$1,578,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,523,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,720,514
Value of total assets at end of year2022-12-31$14,837,822
Value of total assets at beginning of year2022-12-31$16,119,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,536
Total interest from all sources2022-12-31$32,740
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$640,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$640,749
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,620,173
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,108
Administrative expenses (other) incurred2022-12-31$55,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,281,590
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,837,822
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,119,412
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$11,654,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,544,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$32,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,183,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,575,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,096,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,092,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,523,118
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 name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,039,941
Total of all expenses incurred2021-12-31$1,224,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,173,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,304,730
Value of total assets at end of year2021-12-31$16,119,412
Value of total assets at beginning of year2021-12-31$13,304,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,279
Total interest from all sources2021-12-31$41,023
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$552,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$552,282
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,362,530
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$31,713
Other income not declared elsewhere2021-12-31$-127
Administrative expenses (other) incurred2021-12-31$51,279
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$2,815,006
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,119,412
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,304,406
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$12,544,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,680,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$41,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,575,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,623,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,142,033
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$910,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,173,656
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 name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,157,897
Total of all expenses incurred2020-12-31$2,826,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,783,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,898,488
Value of total assets at end of year2020-12-31$13,304,406
Value of total assets at beginning of year2020-12-31$12,972,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,093
Total interest from all sources2020-12-31$53,623
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$304,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$304,074
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,099,213
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,271
Administrative expenses (other) incurred2020-12-31$43,093
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$331,541
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,304,406
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,972,865
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$9,680,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,386,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$53,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,623,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,586,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$901,712
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$783,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,783,263
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 name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,825,350
Total of all expenses incurred2019-12-31$1,468,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,422,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,929,420
Value of total assets at end of year2019-12-31$12,972,865
Value of total assets at beginning of year2019-12-31$10,615,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,064
Total interest from all sources2019-12-31$52,872
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$328,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$328,320
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,099,593
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$61,223
Administrative expenses (other) incurred2019-12-31$46,064
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$2,356,957
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,972,865
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,615,908
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$9,386,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,954,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$52,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,586,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,661,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,514,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$768,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,422,329
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 name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
2018 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,379,836
Total of all expenses incurred2018-12-31$1,726,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,691,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,775,066
Value of total assets at end of year2018-12-31$10,615,908
Value of total assets at beginning of year2018-12-31$9,963,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,676
Total interest from all sources2018-12-31$49,989
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$356,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$356,834
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$965,210
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$85,304
Administrative expenses (other) incurred2018-12-31$35,676
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$652,854
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,615,908
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,963,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,954,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,435,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$49,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,661,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,527,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-802,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,724,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,691,306
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 name2018-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-31271235638
2017 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,612,973
Total of all expenses incurred2017-12-31$1,752,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,720,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,467,496
Value of total assets at end of year2017-12-31$9,963,054
Value of total assets at beginning of year2017-12-31$9,102,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,841
Total interest from all sources2017-12-31$50,603
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$274,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$274,372
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
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$799,609
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,097
Administrative expenses (other) incurred2017-12-31$31,841
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$860,480
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,963,054
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,102,574
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$6,435,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,356,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$50,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,527,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,745,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$820,502
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$637,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,720,652
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 name2017-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2016 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,180,311
Total of all expenses incurred2016-12-31$1,929,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,924,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,666,706
Value of total assets at end of year2016-12-31$9,102,574
Value of total assets at beginning of year2016-12-31$8,851,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,073
Total interest from all sources2016-12-31$154,080
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$600,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$749,344
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$76,371
Administrative expenses (other) incurred2016-12-31$5,073
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$250,881
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,102,574
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,851,693
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$5,356,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,079,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$154,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,745,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,771,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$359,525
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$840,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,924,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31MOUNTJOY CHILTON AND MEDLEY LLP
Accountancy firm EIN2016-12-31271235638
2015 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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$1,641,068
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,683,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,667,383
Value of total corrective distributions2015-12-31$13,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,624,613
Value of total assets at end of year2015-12-31$8,851,693
Value of total assets at beginning of year2015-12-31$8,894,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,178
Total interest from all sources2015-12-31$37,203
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$600,000
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$745,550
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,079
Other income not declared elsewhere2015-12-31$10,156
Administrative expenses (other) incurred2015-12-31$3,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-42,860
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,851,693
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,894,553
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$5,079,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,323,753
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$37,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,771,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,570,800
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-30,904
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$827,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,667,383
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 name2015-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2015-12-31271235638
2014 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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$2,074,536
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$791,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$791,938
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,658,418
Value of total assets at end of year2014-12-31$8,894,553
Value of total assets at beginning of year2014-12-31$7,611,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$36,077
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$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$711,855
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$12
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,282,598
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,894,553
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,611,955
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$5,323,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,332,540
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$36,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,570,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,279,415
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$380,029
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$946,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$791,938
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 name2014-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2014-12-31271235638
2013 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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$2,309,213
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$719,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$697,416
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$21,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,521,798
Value of total assets at end of year2013-12-31$7,611,955
Value of total assets at beginning of year2013-12-31$6,021,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$35,289
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$5,000,000
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$670,953
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,148
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,590,132
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,611,955
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,021,823
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$4,332,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,137,099
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$35,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,279,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,884,724
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$752,126
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$835,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$697,416
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 name2013-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2013-12-31271235638
2012 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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$1,612,513
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,252,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,234,550
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$18,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,257,892
Value of total assets at end of year2012-12-31$6,021,823
Value of total assets at beginning of year2012-12-31$5,662,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$54,010
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$600,000
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$594,294
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,130
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$359,815
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,021,823
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,662,008
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$3,137,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,387,658
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$54,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,884,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,274,350
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$300,611
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$647,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,234,550
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 name2012-12-31DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN2012-12-31611064249
2011 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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$1,342,362
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,073,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,058,201
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$15,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,290,036
Value of total assets at end of year2011-12-31$5,662,008
Value of total assets at beginning of year2011-12-31$5,393,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$65,803
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$600,000
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$580,243
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$28,136
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$268,756
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,662,008
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,393,252
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 pooled separate accounts at end of year2011-12-31$2,387,658
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,118,687
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$65,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,274,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,274,565
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-13,477
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$681,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,058,201
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 name2011-12-31DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN2011-12-31611064249
2010 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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$1,532,224
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$724,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$709,316
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$15,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,157,513
Value of total assets at end of year2010-12-31$5,393,252
Value of total assets at beginning of year2010-12-31$4,585,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$89,695
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$600,000
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$532,128
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,927
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$807,409
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,393,252
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,585,843
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$2,118,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,887,337
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$89,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,274,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,698,506
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$285,016
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$614,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$709,316
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 name2010-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2010-12-31611064249
2009 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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 INDUSTRIES OF KENTUCKY,INC.

2022: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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
2010: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF KENTUCKY,INC. 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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500133-01
Policy instance 1
Insurance contract or identification number500133-01
Number of Individuals Covered349
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500133-01
Policy instance 1
Insurance contract or identification number500133-01
Number of Individuals Covered356
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500133-01
Policy instance 1
Insurance contract or identification number500133-01
Number of Individuals Covered381
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500133-01
Policy instance 1
Insurance contract or identification number500133-01
Number of Individuals Covered392
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500133-01
Policy instance 1
Insurance contract or identification number500133-01
Number of Individuals Covered618
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055423F
Policy instance 1
Insurance contract or identification number055423F
Number of Individuals Covered941
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 $1,646
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 fees1646
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055423F
Policy instance 1
Insurance contract or identification number055423F
Number of Individuals Covered828
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 $2,105
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 fees2105
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055423F
Policy instance 1
Insurance contract or identification number055423F
Number of Individuals Covered730
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 $1,126
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 fees1126
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055423F
Policy instance 1
Insurance contract or identification number055423F
Number of Individuals Covered671
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 $1,146
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 fees591
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJASON PINSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055423F
Policy instance 1
Insurance contract or identification number055423F
Number of Individuals Covered615
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 $1,214
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 number055423F
Policy instance 1
Insurance contract or identification number055423F
Number of Individuals Covered583
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 $1,278
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 fees467
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameKENNETH J. LANG

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