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GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN
Plan identification number 004

GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 CENTRAL OKLAHOMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC.
Employer identification number (EIN):730641590
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01TRACI MOSES
0042016-01-01TRACI MOSES
0042015-01-01TRACI MOSES
0042015-01-01TRACI MOSES
0042014-01-01TRACI MOSES
0042013-01-01TRACI MOSES
0042012-01-01TRACI MOSES
0042011-01-01TRACI MOSES
0042010-01-01TRACI MOSES
0042009-01-01TRACI MOSES
0042009-01-01NANCY BENIGAR
0042009-01-01TRACI MOSES

Plan Statistics for GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01614
Total number of active participants reported on line 7a of the Form 55002022-01-01662
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01720
Number of participants with account balances2022-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01632
Total number of active participants reported on line 7a of the Form 55002021-01-01530
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01559
Number of participants with account balances2021-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01682
Total number of active participants reported on line 7a of the Form 55002020-01-01500
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01595
Number of participants with account balances2020-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01753
Total number of active participants reported on line 7a of the Form 55002019-01-01540
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01646
Total participants2019-01-01646
Number of participants with account balances2019-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01880
Total number of active participants reported on line 7a of the Form 55002018-01-01600
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01110
Total of all active and inactive participants2018-01-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01710
Number of participants with account balances2018-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01860
Total number of active participants reported on line 7a of the Form 55002017-01-01763
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01844
Number of participants with account balances2017-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0168
2016: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01773
Total number of active participants reported on line 7a of the Form 55002016-01-01751
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01800
Number of participants with account balances2016-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0164
2015: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01638
Total number of active participants reported on line 7a of the Form 55002015-01-01677
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01734
Number of participants with account balances2015-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0143
2014: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01604
Total number of active participants reported on line 7a of the Form 55002014-01-01582
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01616
Number of participants with account balances2014-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01544
Total number of active participants reported on line 7a of the Form 55002013-01-01558
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01612
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01470
Total number of active participants reported on line 7a of the Form 55002012-01-01490
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01516
Number of participants with account balances2012-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01390
Total number of active participants reported on line 7a of the Form 55002011-01-01416
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01440
Number of participants with account balances2011-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01307
Total number of active participants reported on line 7a of the Form 55002010-01-01338
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01341
Number of participants with account balances2010-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01284
Total number of active participants reported on line 7a of the Form 55002009-01-01297
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01307
Number of participants with account balances2009-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$449,955
Total of all expenses incurred2022-12-31$112,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$97,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$693,827
Value of total assets at end of year2022-12-31$1,811,065
Value of total assets at beginning of year2022-12-31$1,473,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,915
Total interest from all sources2022-12-31$3,514
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$70,377
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$70,377
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$332,906
Participant contributions at end of year2022-12-31$41,448
Participant contributions at beginning of year2022-12-31$31,073
Participant contributions at beginning of year2022-12-31$12,074
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$147,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$48
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$337,576
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,811,065
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,473,489
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$1,768,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,422,196
Interest on participant loans2022-12-31$1,870
Value of interest in common/collective trusts at end of year2022-12-31$1,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-317,763
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$213,091
Employer contributions (assets) at beginning of year2022-12-31$8,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$97,464
Contract administrator fees2022-12-31$14,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2022-12-31205861398
2021 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$591,223
Total of all expenses incurred2021-12-31$294,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$272,695
Expenses. Certain deemed distributions of participant loans2021-12-31$5,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$448,161
Value of total assets at end of year2021-12-31$1,473,489
Value of total assets at beginning of year2021-12-31$1,176,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,317
Total interest from all sources2021-12-31$1,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$16,317
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$288,900
Participant contributions at end of year2021-12-31$31,073
Participant contributions at beginning of year2021-12-31$31,688
Participant contributions at end of year2021-12-31$12,074
Participant contributions at beginning of year2021-12-31$8,564
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,638
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$48
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$53
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$296,743
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,473,489
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,176,746
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$1,422,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,130,893
Interest on participant loans2021-12-31$1,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$141,553
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$156,623
Employer contributions (assets) at end of year2021-12-31$8,098
Employer contributions (assets) at beginning of year2021-12-31$5,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$272,695
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 name2021-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2021-12-31205861398
2020 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$433,898
Total of all expenses incurred2020-12-31$329,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$312,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$349,847
Value of total assets at end of year2020-12-31$1,176,746
Value of total assets at beginning of year2020-12-31$1,072,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,297
Total interest from all sources2020-12-31$1,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$16,297
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$211,129
Participant contributions at end of year2020-12-31$31,688
Participant contributions at beginning of year2020-12-31$11,927
Participant contributions at end of year2020-12-31$8,564
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,905
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$53
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$104,678
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,176,746
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,072,068
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$1,130,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,060,141
Interest on participant loans2020-12-31$1,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$82,058
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$131,813
Employer contributions (assets) at end of year2020-12-31$5,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$312,923
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2020-12-31205861398
2019 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$615,497
Total of all expenses incurred2019-12-31$446,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$411,370
Expenses. Certain deemed distributions of participant loans2019-12-31$16,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$462,840
Value of total assets at end of year2019-12-31$1,072,068
Value of total assets at beginning of year2019-12-31$902,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,284
Total interest from all sources2019-12-31$789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$18,284
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$209,683
Participant contributions at end of year2019-12-31$11,927
Participant contributions at beginning of year2019-12-31$11,348
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$121,788
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$169,139
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,072,068
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$902,929
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$1,060,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$891,581
Interest on participant loans2019-12-31$789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$151,868
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$131,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$411,370
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 name2019-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2019-12-31205861398
2018 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,636
Total income from all sources (including contributions)2018-12-31$290,634
Total of all expenses incurred2018-12-31$386,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$350,573
Expenses. Certain deemed distributions of participant loans2018-12-31$17,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$336,949
Value of total assets at end of year2018-12-31$902,929
Value of total assets at beginning of year2018-12-31$1,012,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,245
Total interest from all sources2018-12-31$929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$18,245
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$205,714
Participant contributions at end of year2018-12-31$11,348
Participant contributions at beginning of year2018-12-31$26,940
Participant contributions at beginning of year2018-12-31$6,703
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$13,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-95,488
Value of net assets at end of year (total assets less liabilities)2018-12-31$902,929
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$998,417
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$891,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$974,265
Interest on participant loans2018-12-31$929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-47,244
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$121,873
Employer contributions (assets) at beginning of year2018-12-31$3,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$350,573
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 name2018-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2018-12-31205861398
2017 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,782
Total income from all sources (including contributions)2017-12-31$420,248
Total of all expenses incurred2017-12-31$175,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$156,231
Expenses. Certain deemed distributions of participant loans2017-12-31$2,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$290,227
Value of total assets at end of year2017-12-31$1,012,053
Value of total assets at beginning of year2017-12-31$760,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,853
Total interest from all sources2017-12-31$1,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$16,853
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$195,111
Participant contributions at end of year2017-12-31$26,940
Participant contributions at beginning of year2017-12-31$36,176
Participant contributions at end of year2017-12-31$6,703
Participant contributions at beginning of year2017-12-31$5,337
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,143
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$13,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,782
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$244,730
Value of net assets at end of year (total assets less liabilities)2017-12-31$998,417
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$753,687
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$974,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$715,653
Interest on participant loans2017-12-31$1,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$128,304
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
Contributions received in cash from employer2017-12-31$74,973
Employer contributions (assets) at end of year2017-12-31$3,653
Employer contributions (assets) at beginning of year2017-12-31$2,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$156,231
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 name2017-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2017-12-31205861398
2016 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,782
Total income from all sources (including contributions)2016-12-31$276,378
Total of all expenses incurred2016-12-31$221,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$196,715
Expenses. Certain deemed distributions of participant loans2016-12-31$8,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$240,701
Value of total assets at end of year2016-12-31$760,469
Value of total assets at beginning of year2016-12-31$698,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,862
Total interest from all sources2016-12-31$1,633
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
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$15,862
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$167,982
Participant contributions at end of year2016-12-31$36,176
Participant contributions at beginning of year2016-12-31$22,757
Participant contributions at end of year2016-12-31$5,337
Participant contributions at beginning of year2016-12-31$7,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,782
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$55,337
Value of net assets at end of year (total assets less liabilities)2016-12-31$753,687
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$698,350
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$715,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$667,879
Interest on participant loans2016-12-31$1,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$34,044
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$72,719
Employer contributions (assets) at end of year2016-12-31$2,773
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$196,715
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 name2016-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2016-12-31205861398
2015 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$181,446
Total of all expenses incurred2015-12-31$122,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$122,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$216,461
Value of total assets at end of year2015-12-31$698,350
Value of total assets at beginning of year2015-12-31$638,951
Total interest from all sources2015-12-31$1,170
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$1,000,000
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$156,304
Participant contributions at end of year2015-12-31$22,757
Participant contributions at beginning of year2015-12-31$23,753
Participant contributions at end of year2015-12-31$7,363
Participant contributions at beginning of year2015-12-31$5,595
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$375
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$59,399
Value of net assets at end of year (total assets less liabilities)2015-12-31$698,350
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$638,951
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$667,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$609,228
Interest on participant loans2015-12-31$1,170
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-36,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$37,941
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$122,047
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 name2015-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2015-12-31205861398
2014 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$203,566
Total of all expenses incurred2014-12-31$51,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$44,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$166,137
Value of total assets at end of year2014-12-31$638,951
Value of total assets at beginning of year2014-12-31$486,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,127
Total interest from all sources2014-12-31$891
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$118,109
Participant contributions at end of year2014-12-31$23,753
Participant contributions at beginning of year2014-12-31$14,748
Participant contributions at end of year2014-12-31$5,595
Participant contributions at beginning of year2014-12-31$3,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$306
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$152,472
Value of net assets at end of year (total assets less liabilities)2014-12-31$638,951
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$486,479
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$609,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$465,775
Interest on participant loans2014-12-31$891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$36,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$48,028
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$44,967
Contract administrator fees2014-12-31$6,127
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$206,734
Total of all expenses incurred2013-12-31$44,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$44,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$135,636
Value of total assets at end of year2013-12-31$486,479
Value of total assets at beginning of year2013-12-31$324,080
Total interest from all sources2013-12-31$790
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$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$90,374
Participant contributions at end of year2013-12-31$14,748
Participant contributions at beginning of year2013-12-31$11,504
Participant contributions at end of year2013-12-31$3,779
Participant contributions at beginning of year2013-12-31$538
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$306
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$162,399
Value of net assets at end of year (total assets less liabilities)2013-12-31$486,479
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$324,080
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$465,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$311,698
Interest on participant loans2013-12-31$790
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$70,308
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$45,262
Employer contributions (assets) at end of year2013-12-31$1,871
Employer contributions (assets) at beginning of year2013-12-31$340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$44,335
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 name2013-12-31COLE & REED, P.C.
Accountancy firm EIN2013-12-31731312422
2012 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$144,258
Total of all expenses incurred2012-12-31$25,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$23,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$120,530
Value of total assets at end of year2012-12-31$324,080
Value of total assets at beginning of year2012-12-31$204,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,735
Total interest from all sources2012-12-31$428
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$82,233
Participant contributions at end of year2012-12-31$11,504
Participant contributions at beginning of year2012-12-31$2,950
Participant contributions at end of year2012-12-31$538
Participant contributions at beginning of year2012-12-31$3,182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$87
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$119,175
Value of net assets at end of year (total assets less liabilities)2012-12-31$324,080
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$204,905
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$311,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$197,061
Interest on participant loans2012-12-31$428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,300
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$38,297
Employer contributions (assets) at end of year2012-12-31$340
Employer contributions (assets) at beginning of year2012-12-31$1,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$23,348
Contract administrator fees2012-12-31$1,735
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 name2012-12-31COLE & REED, P.C.
Accountancy firm EIN2012-12-31731312422
2011 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$89,522
Total of all expenses incurred2011-12-31$25,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$20,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$98,681
Value of total assets at end of year2011-12-31$204,905
Value of total assets at beginning of year2011-12-31$140,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,317
Total interest from all sources2011-12-31$143
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,247
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$60,106
Participant contributions at end of year2011-12-31$2,950
Participant contributions at beginning of year2011-12-31$2,631
Participant contributions at end of year2011-12-31$3,182
Participant contributions at beginning of year2011-12-31$767
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,999
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$87
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$64,080
Value of net assets at end of year (total assets less liabilities)2011-12-31$204,905
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$140,825
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$197,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$128,587
Interest on participant loans2011-12-31$143
Value of interest in common/collective trusts at beginning of year2011-12-31$8,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-13,728
Net investment gain or loss from common/collective trusts2011-12-31$179
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$29,576
Employer contributions (assets) at end of year2011-12-31$1,625
Employer contributions (assets) at beginning of year2011-12-31$446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$20,125
Contract administrator fees2011-12-31$5,317
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31COLE & REED, P.C.
Accountancy firm EIN2011-12-31731312422
2010 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$88,526
Total loss/gain on sale of assets2010-12-31$3,232
Total of all expenses incurred2010-12-31$21,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$75,882
Value of total assets at end of year2010-12-31$140,825
Value of total assets at beginning of year2010-12-31$73,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,045
Total interest from all sources2010-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,845
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$39,849
Participant contributions at end of year2010-12-31$2,631
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$767
Participant contributions at beginning of year2010-12-31$3,588
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,433
Administrative expenses (other) incurred2010-12-31$4,045
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$67,359
Value of net assets at end of year (total assets less liabilities)2010-12-31$140,825
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$73,466
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$128,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$62,812
Interest on participant loans2010-12-31$34
Value of interest in common/collective trusts at end of year2010-12-31$8,394
Value of interest in common/collective trusts at beginning of year2010-12-31$4,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,354
Net investment gain or loss from common/collective trusts2010-12-31$179
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$22,600
Employer contributions (assets) at end of year2010-12-31$446
Employer contributions (assets) at beginning of year2010-12-31$2,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,122
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
Aggregate proceeds on sale of assets2010-12-31$38,829
Aggregate carrying amount (costs) on sale of assets2010-12-31$35,597
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 name2010-12-31COLE & REED, PC
Accountancy firm EIN2010-12-31731312422
2009 : GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 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 GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN

2022: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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