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GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN
Plan identification number 001

GOODWILL INDUSTRIES OF NORTHWEST TEXAS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:GOODWILL INDUSTRIES OF LUBBOCK, INC.
Employer identification number (EIN):741245440
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Additional information about GOODWILL INDUSTRIES OF LUBBOCK, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1963-09-18
Company Identification Number: 0019640901
Legal Registered Office Address: 715 28TH ST

LUBBOCK
United States of America (USA)
79404

More information about GOODWILL INDUSTRIES OF LUBBOCK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBIN RANEY
0012016-01-01ROBIN RANEY
0012016-01-01
0012015-01-01ROBIN RANEY2016-10-14

Plan Statistics for GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01136
Number of participants with account balances2022-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01154
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01131
Number of participants with account balances2021-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-01120
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01130
Number of participants with account balances2020-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01148
Total number of active participants reported on line 7a of the Form 55002019-01-01110
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01113
Number of participants with account balances2019-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01143
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01128
Number of participants with account balances2018-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01154
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01122
Number of participants with account balances2017-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01167
Total number of active participants reported on line 7a of the Form 55002016-01-01128
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01132
Number of participants with account balances2016-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015

Financial Data on GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$97,518
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$62,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$56,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$207,404
Value of total assets at end of year2022-12-31$664,216
Value of total assets at beginning of year2022-12-31$629,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,774
Total interest from all sources2022-12-31$83
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,466
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$13,466
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$121,154
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$5,364
Participant contributions at end of year2022-12-31$4,656
Participant contributions at beginning of year2022-12-31$3,441
Administrative expenses (other) incurred2022-12-31$105
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$34,957
Value of net assets at end of year (total assets less liabilities)2022-12-31$664,216
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$629,259
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
Investment advisory and management fees2022-12-31$2,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$656,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$579,506
Interest on participant loans2022-12-31$83
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-123,435
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$86,250
Employer contributions (assets) at end of year2022-12-31$3,217
Employer contributions (assets) at beginning of year2022-12-31$40,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$56,787
Contract administrator fees2022-12-31$2,945
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 name2022-12-31BOLINGER, SEGARS, GILBERT AND MOSS
Accountancy firm EIN2022-12-31750882037
2021 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$231,319
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$65,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$58,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$167,777
Value of total assets at end of year2021-12-31$629,259
Value of total assets at beginning of year2021-12-31$463,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,427
Total interest from all sources2021-12-31$191
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$13,458
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$100,610
Participant contributions at end of year2021-12-31$5,364
Participant contributions at beginning of year2021-12-31$4,449
Participant contributions at end of year2021-12-31$3,441
Participant contributions at beginning of year2021-12-31$3,920
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,673
Administrative expenses (other) incurred2021-12-31$70
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$166,088
Value of net assets at end of year (total assets less liabilities)2021-12-31$629,259
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$463,171
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
Investment advisory and management fees2021-12-31$2,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$579,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$420,718
Interest on participant loans2021-12-31$191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$49,893
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$41,494
Employer contributions (assets) at end of year2021-12-31$40,948
Employer contributions (assets) at beginning of year2021-12-31$34,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$58,804
Contract administrator fees2021-12-31$4,004
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 name2021-12-31BOLINGER, SEGARS, GILBERT AND MOSS
Accountancy firm EIN2021-12-31750882037
2020 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$172,530
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$140,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$130,409
Value of total corrective distributions2020-12-31$1,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$120,687
Value of total assets at end of year2020-12-31$463,171
Value of total assets at beginning of year2020-12-31$431,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,244
Total interest from all sources2020-12-31$145
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,785
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$8,785
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$82,308
Participant contributions at end of year2020-12-31$4,449
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$3,920
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,229
Administrative expenses (other) incurred2020-12-31$174
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$31,677
Value of net assets at end of year (total assets less liabilities)2020-12-31$463,171
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$431,494
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
Investment advisory and management fees2020-12-31$1,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$420,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$399,829
Interest on participant loans2020-12-31$145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$42,913
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$34,150
Employer contributions (assets) at end of year2020-12-31$34,084
Employer contributions (assets) at beginning of year2020-12-31$31,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$130,409
Contract administrator fees2020-12-31$7,418
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 name2020-12-31BOLINGER, SEGARS, GILBERT AND MOSS
Accountancy firm EIN2020-12-31750882037
2019 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$181,527
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$115,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$105,999
Value of total corrective distributions2019-12-31$1,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$108,391
Value of total assets at end of year2019-12-31$431,494
Value of total assets at beginning of year2019-12-31$365,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,962
Total interest from all sources2019-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,749
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$12,749
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$76,726
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$290
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$25
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$66,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$431,494
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$365,102
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
Investment advisory and management fees2019-12-31$1,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$399,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$335,398
Interest on participant loans2019-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$60,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$31,665
Employer contributions (assets) at end of year2019-12-31$31,665
Employer contributions (assets) at beginning of year2019-12-31$29,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$105,999
Contract administrator fees2019-12-31$6,211
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 name2019-12-31BOLINGER, SEGARS, GILBERT AND MOSS
Accountancy firm EIN2019-12-31750882037
2018 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$84,242
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$25,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$105,965
Value of total assets at end of year2018-12-31$365,102
Value of total assets at beginning of year2018-12-31$306,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,356
Total interest from all sources2018-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,810
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$2,810
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$70,678
Participant contributions at end of year2018-12-31$290
Participant contributions at beginning of year2018-12-31$1,000
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$5,044
Administrative expenses (other) incurred2018-12-31$25
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$58,693
Value of net assets at end of year (total assets less liabilities)2018-12-31$365,102
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$306,409
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$1,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$335,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$278,436
Interest on participant loans2018-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$30,243
Employer contributions (assets) at end of year2018-12-31$29,414
Employer contributions (assets) at beginning of year2018-12-31$26,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,193
Contract administrator fees2018-12-31$5,828
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 name2018-12-31BOLINGER, SEGARS, GILBERT AND MOSS
Accountancy firm EIN2018-12-31750882037
2017 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$128,823
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$35,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$89,848
Value of total assets at end of year2017-12-31$306,409
Value of total assets at beginning of year2017-12-31$212,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,202
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$64,423
Participant contributions at end of year2017-12-31$1,000
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$2,345
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$93,817
Value of net assets at end of year (total assets less liabilities)2017-12-31$306,409
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$212,592
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
Investment advisory and management fees2017-12-31$1,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$278,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$182,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$32,722
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$25,425
Employer contributions (assets) at end of year2017-12-31$26,973
Employer contributions (assets) at beginning of year2017-12-31$27,302
Income. Dividends from preferred stock2017-12-31$6,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,804
Contract administrator fees2017-12-31$6,089
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 name2017-12-31BOLINGER, SEGARS, GILBERT AND MOSS
Accountancy firm EIN2017-12-31750882037
2016 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$165,253
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$35,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$27,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$155,953
Value of total assets at end of year2016-12-31$212,592
Value of total assets at beginning of year2016-12-31$82,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,706
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$68,452
Participant contributions at end of year2016-12-31$2,345
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$60,199
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$129,852
Value of net assets at end of year (total assets less liabilities)2016-12-31$212,592
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$82,740
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
Investment advisory and management fees2016-12-31$458
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$182,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$57,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,811
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$27,302
Employer contributions (assets) at end of year2016-12-31$27,302
Employer contributions (assets) at beginning of year2016-12-31$24,925
Income. Dividends from preferred stock2016-12-31$4,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$27,695
Contract administrator fees2016-12-31$7,248
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 name2016-12-31BOLINGER, SEGARS, GILBERT AND MOSS
Accountancy firm EIN2016-12-31750882037

Form 5500 Responses for GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN

2022: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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