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GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN
Plan identification number 001

GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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 SW OK & N TEXAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF SW OK & N TEXAS, INC.
Employer identification number (EIN):730675119
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROCKY GOFORTH
0012017-01-01ROCKY GOFORTH
0012016-01-01ROCKY GOFORTH
0012015-01-01ROCKY GOFORTH
0012014-01-01ROCKY GOFORTH
0012013-01-01ROCKY GOFORTH
0012012-01-01ROCKY GOFORTH
0012011-01-01ROCKY GOFORTH
0012010-01-01ROCKY GOFORTH
0012009-01-01ROCKY GOFORTH JIMMY L. CREWS2010-10-12

Plan Statistics for GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01167
Total number of active participants reported on line 7a of the Form 55002022-01-01141
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01166
Number of participants with account balances2022-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01177
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01155
Number of participants with account balances2021-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01192
Total number of active participants reported on line 7a of the Form 55002020-01-01130
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01158
Number of participants with account balances2020-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01188
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01182
Number of participants with account balances2019-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01173
Total number of active participants reported on line 7a of the Form 55002018-01-01154
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01179
Number of participants with account balances2018-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01176
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01171
Number of participants with account balances2017-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01184
Total number of active participants reported on line 7a of the Form 55002016-01-01150
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01170
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01183
Total number of active participants reported on line 7a of the Form 55002015-01-01167
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01179
Number of participants with account balances2015-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01197
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01158
Total number of active participants reported on line 7a of the Form 55002013-01-01169
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01208
Number of participants with account balances2013-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01163
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01172
Total participants2012-01-01172
Number of participants with account balances2012-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01166
Total number of active participants reported on line 7a of the Form 55002011-01-01157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01169
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01178
Total number of active participants reported on line 7a of the Form 55002010-01-01150
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01161
Number of participants with account balances2010-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0172
Total number of active participants reported on line 7a of the Form 55002009-01-0140
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0155
Number of participants with account balances2009-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-41,590
Total of all expenses incurred2022-12-31$91,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$91,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$139,431
Value of total assets at end of year2022-12-31$910,402
Value of total assets at beginning of year2022-12-31$1,043,762
Total interest from all sources2022-12-31$4,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31No
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$84,680
Participant contributions at end of year2022-12-31$106,556
Participant contributions at beginning of year2022-12-31$94,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-133,360
Value of net assets at end of year (total assets less liabilities)2022-12-31$910,402
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,043,762
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$803,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$949,095
Income. Interest from loans (other than to participants)2022-12-31$4,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-185,446
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$54,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$91,770
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 name2022-12-31ROSE ROCK CPAS
Accountancy firm EIN2022-12-31260852716
2021 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$253,373
Total of all expenses incurred2021-12-31$42,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$42,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$156,706
Value of total assets at end of year2021-12-31$1,043,762
Value of total assets at beginning of year2021-12-31$833,025
Total interest from all sources2021-12-31$5,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$123,000
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$95,556
Participant contributions at end of year2021-12-31$94,667
Participant contributions at beginning of year2021-12-31$108,697
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$210,737
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,043,762
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$833,025
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$949,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$724,328
Interest on participant loans2021-12-31$5,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$90,806
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$61,150
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$42,636
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ROSE ROCK CPAS
Accountancy firm EIN2021-12-31260852716
2020 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$251,527
Total of all expenses incurred2020-12-31$371,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$367,164
Expenses. Certain deemed distributions of participant loans2020-12-31$4,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$162,494
Value of total assets at end of year2020-12-31$833,025
Value of total assets at beginning of year2020-12-31$952,903
Total interest from all sources2020-12-31$3,170
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$123,000
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$96,249
Participant contributions at end of year2020-12-31$108,697
Participant contributions at beginning of year2020-12-31$65,972
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-119,878
Value of net assets at end of year (total assets less liabilities)2020-12-31$833,025
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$952,903
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$724,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$886,931
Interest on participant loans2020-12-31$3,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$85,863
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$63,545
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$367,164
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 name2020-12-31ROSE ROCK CPAS
Accountancy firm EIN2020-12-31260852716
2019 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$288,883
Total of all expenses incurred2019-12-31$106,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$94,889
Expenses. Certain deemed distributions of participant loans2019-12-31$12,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$142,553
Value of total assets at end of year2019-12-31$952,903
Value of total assets at beginning of year2019-12-31$770,984
Total interest from all sources2019-12-31$4,394
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$123,000
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$87,610
Participant contributions at end of year2019-12-31$65,972
Participant contributions at beginning of year2019-12-31$76,700
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$181,919
Value of net assets at end of year (total assets less liabilities)2019-12-31$952,903
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$770,984
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$886,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$694,284
Interest on participant loans2019-12-31$4,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$141,936
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$54,943
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$94,889
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 name2019-12-31ROSE ROCK CPAS
Accountancy firm EIN2019-12-31260852716
2018 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$89,205
Total of all expenses incurred2018-12-31$121,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$100,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$141,677
Value of total assets at end of year2018-12-31$770,984
Value of total assets at beginning of year2018-12-31$802,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,970
Total interest from all sources2018-12-31$3,449
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$123,000
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$80,447
Participant contributions at end of year2018-12-31$76,700
Participant contributions at beginning of year2018-12-31$61,166
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-31,858
Value of net assets at end of year (total assets less liabilities)2018-12-31$770,984
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$802,842
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
Investment advisory and management fees2018-12-31$15,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$694,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$741,676
Interest on participant loans2018-12-31$3,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-55,921
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$61,230
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$100,093
Contract administrator fees2018-12-31$5,023
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 name2018-12-31ROSE ROCK CPAS
Accountancy firm EIN2018-12-31260852716
2017 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$276,581
Total of all expenses incurred2017-12-31$112,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$112,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$187,443
Value of total assets at end of year2017-12-31$802,842
Value of total assets at beginning of year2017-12-31$639,243
Total interest from all sources2017-12-31$3,048
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
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$80,053
Participant contributions at end of year2017-12-31$61,166
Participant contributions at beginning of year2017-12-31$63,837
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$163,599
Value of net assets at end of year (total assets less liabilities)2017-12-31$802,842
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$639,243
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$741,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$575,406
Interest on participant loans2017-12-31$3,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$86,090
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$62,272
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$112,982
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 name2017-12-31ROSE ROCK CPAS
Accountancy firm EIN2017-12-31260852716
2016 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$191,373
Total of all expenses incurred2016-12-31$82,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$77,250
Expenses. Certain deemed distributions of participant loans2016-12-31$4,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$158,656
Value of total assets at end of year2016-12-31$639,243
Value of total assets at beginning of year2016-12-31$530,018
Total interest from all sources2016-12-31$2,280
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$75,000
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$90,796
Participant contributions at end of year2016-12-31$63,837
Participant contributions at beginning of year2016-12-31$50,187
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,755
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$109,225
Value of net assets at end of year (total assets less liabilities)2016-12-31$639,243
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$530,018
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$575,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$478,076
Interest on participant loans2016-12-31$2,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$30,437
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$67,860
Employer contributions (assets) at end of year2016-12-31$0
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$77,250
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 name2016-12-31BLEDSOE AND ASSOCIATES
Accountancy firm EIN2016-12-31260852716
2015 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$137,718
Total of all expenses incurred2015-12-31$33,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,982
Expenses. Certain deemed distributions of participant loans2015-12-31$435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$155,152
Value of total assets at end of year2015-12-31$530,018
Value of total assets at beginning of year2015-12-31$425,717
Total interest from all sources2015-12-31$1,911
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
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$75,000
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$88,437
Participant contributions at end of year2015-12-31$50,187
Participant contributions at beginning of year2015-12-31$45,389
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$128
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$104,301
Value of net assets at end of year (total assets less liabilities)2015-12-31$530,018
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$425,717
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$478,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$380,200
Interest on participant loans2015-12-31$1,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-19,345
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$66,715
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$32,982
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 name2015-12-31BLEDSOE AND ASSOCIATES
Accountancy firm EIN2015-12-31260852716
2014 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$163,267
Total of all expenses incurred2014-12-31$55,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$41,682
Expenses. Certain deemed distributions of participant loans2014-12-31$3,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$145,126
Value of total assets at end of year2014-12-31$425,717
Value of total assets at beginning of year2014-12-31$317,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,455
Total interest from all sources2014-12-31$1,595
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
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$75,000
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$91,616
Participant contributions at end of year2014-12-31$45,389
Participant contributions at beginning of year2014-12-31$11,119
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$4,052
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$108,215
Value of net assets at end of year (total assets less liabilities)2014-12-31$425,717
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$317,502
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
Investment advisory and management fees2014-12-31$1,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$380,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$305,569
Interest on participant loans2014-12-31$1,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$16,546
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$53,510
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,682
Contract administrator fees2014-12-31$3,504
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 name2014-12-31BLEDSOE AND ASSOCIATES
Accountancy firm EIN2014-12-31260852716
2013 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$206,919
Total of all expenses incurred2013-12-31$37,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,894
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$166,330
Value of total assets at end of year2013-12-31$317,502
Value of total assets at beginning of year2013-12-31$147,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,274
Total interest from all sources2013-12-31$250
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
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$1,075
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$75,000
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$66,420
Participant contributions at end of year2013-12-31$11,119
Participant contributions at beginning of year2013-12-31$6,192
Participant contributions at end of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$70,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$138
Other income not declared elsewhere2013-12-31$40,339
Administrative expenses (other) incurred2013-12-31$2,940
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$169,751
Value of net assets at end of year (total assets less liabilities)2013-12-31$317,502
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$147,751
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
Investment advisory and management fees2013-12-31$1,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$305,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$141,421
Interest on participant loans2013-12-31$250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
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$29,385
Employer contributions (assets) at end of year2013-12-31$814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,894
Contract administrator fees2013-12-31$4,893
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 name2013-12-31BLEDSOE & ASSOCIATES, PLLC
Accountancy firm EIN2013-12-31260852716
2012 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$79,424
Total of all expenses incurred2012-12-31$31,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$26,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$65,580
Value of total assets at end of year2012-12-31$147,751
Value of total assets at beginning of year2012-12-31$100,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,542
Total interest from all sources2012-12-31$181
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$42,068
Participant contributions at end of year2012-12-31$6,192
Participant contributions at beginning of year2012-12-31$5,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$181
Other income not declared elsewhere2012-12-31$13,663
Administrative expenses (other) incurred2012-12-31$1,858
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$47,717
Value of net assets at end of year (total assets less liabilities)2012-12-31$147,751
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$100,034
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
Investment advisory and management fees2012-12-31$713
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$141,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$94,363
Interest on participant loans2012-12-31$181
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$23,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$26,165
Contract administrator fees2012-12-31$2,971
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 name2012-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2012-12-31260852716
2011 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$51,794
Total of all expenses incurred2011-12-31$59,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$53,483
Value of total assets at end of year2011-12-31$100,034
Value of total assets at beginning of year2011-12-31$107,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,305
Total interest from all sources2011-12-31$307
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 bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$28,070
Participant contributions at end of year2011-12-31$5,490
Participant contributions at beginning of year2011-12-31$7,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$181
Administrative expenses (other) incurred2011-12-31$1,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,723
Value of net assets at end of year (total assets less liabilities)2011-12-31$100,034
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$107,757
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
Investment advisory and management fees2011-12-31$650
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$94,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$100,209
Interest on participant loans2011-12-31$307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,996
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$25,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$54,212
Contract administrator fees2011-12-31$2,997
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 name2011-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2011-12-31260852716
2010 : GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$49,854
Total of all expenses incurred2010-12-31$51,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$50,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$42,704
Value of total assets at end of year2010-12-31$107,757
Value of total assets at beginning of year2010-12-31$109,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,366
Total interest from all sources2010-12-31$257
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 bond2010-12-31No
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$23,386
Participant contributions at end of year2010-12-31$7,548
Participant contributions at beginning of year2010-12-31$4,765
Administrative expenses (other) incurred2010-12-31$171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,141
Value of net assets at end of year (total assets less liabilities)2010-12-31$107,757
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$109,898
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$100,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$105,133
Interest on participant loans2010-12-31$257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,893
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$19,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$50,629
Contract administrator fees2010-12-31$1,195
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 name2010-12-31TBD
Accountancy firm EIN2010-12-31999999999

Form 5500 Responses for GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN

2022: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) 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 SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) 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 SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) 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 SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) 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 SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) 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 SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) 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 SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) 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 SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) 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 SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) 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 SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) 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 SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOMA & NORTH TEXAS 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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