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Plan Name | GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ROBIN RANEY | |||
001 | 2016-01-01 | ROBIN RANEY | |||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ROBIN RANEY | 2016-10-14 |
Measure | Date | Value |
---|---|---|
2022: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
Total of all active and inactive participants | 2022-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 136 |
Number of participants with account balances | 2022-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
2021: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
Total of all active and inactive participants | 2021-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 131 |
Number of participants with account balances | 2021-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
2020: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 120 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 130 |
Number of participants with account balances | 2020-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 110 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 113 |
Number of participants with account balances | 2019-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
Total of all active and inactive participants | 2018-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 128 |
Number of participants with account balances | 2018-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
Total of all active and inactive participants | 2017-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 122 |
Number of participants with account balances | 2017-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 132 |
Number of participants with account balances | 2016-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $62,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $664,216 |
Value of total assets at beginning of year | 2022-12-31 | $629,259 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,774 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $13,466 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $121,154 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $5,364 |
Participant contributions at end of year | 2022-12-31 | $4,656 |
Participant contributions at beginning of year | 2022-12-31 | $3,441 |
Administrative expenses (other) incurred | 2022-12-31 | $105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $2,724 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $656,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $579,506 |
Interest on participant loans | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $86,250 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,217 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $40,948 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $56,787 |
Contract administrator fees | 2022-12-31 | $2,945 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BOLINGER, SEGARS, GILBERT AND MOSS |
Accountancy firm EIN | 2022-12-31 | 750882037 |
2021 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $65,231 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $629,259 |
Value of total assets at beginning of year | 2021-12-31 | $463,171 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,427 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $13,458 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $100,610 |
Participant contributions at end of year | 2021-12-31 | $5,364 |
Participant contributions at beginning of year | 2021-12-31 | $4,449 |
Participant contributions at end of year | 2021-12-31 | $3,441 |
Participant contributions at beginning of year | 2021-12-31 | $3,920 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $25,673 |
Administrative expenses (other) incurred | 2021-12-31 | $70 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $2,353 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $579,506 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $420,718 |
Interest on participant loans | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $41,494 |
Employer contributions (assets) at end of year | 2021-12-31 | $40,948 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $34,084 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $58,804 |
Contract administrator fees | 2021-12-31 | $4,004 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BOLINGER, SEGARS, GILBERT AND MOSS |
Accountancy firm EIN | 2021-12-31 | 750882037 |
2020 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $140,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $130,409 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $463,171 |
Value of total assets at beginning of year | 2020-12-31 | $431,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $9,244 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $8,785 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $82,308 |
Participant contributions at end of year | 2020-12-31 | $4,449 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $3,920 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,229 |
Administrative expenses (other) incurred | 2020-12-31 | $174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $1,652 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $420,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $399,829 |
Interest on participant loans | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $34,150 |
Employer contributions (assets) at end of year | 2020-12-31 | $34,084 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $31,665 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $130,409 |
Contract administrator fees | 2020-12-31 | $7,418 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BOLINGER, SEGARS, GILBERT AND MOSS |
Accountancy firm EIN | 2020-12-31 | 750882037 |
2019 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $115,135 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $105,999 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $431,494 |
Value of total assets at beginning of year | 2019-12-31 | $365,102 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $7,962 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $12,749 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $76,726 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $290 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $25 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $1,726 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $399,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $335,398 |
Interest on participant loans | 2019-12-31 | $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 assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $31,665 |
Employer contributions (assets) at end of year | 2019-12-31 | $31,665 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $29,414 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $105,999 |
Contract administrator fees | 2019-12-31 | $6,211 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BOLINGER, SEGARS, GILBERT AND MOSS |
Accountancy firm EIN | 2019-12-31 | 750882037 |
2018 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $25,549 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $365,102 |
Value of total assets at beginning of year | 2018-12-31 | $306,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $7,356 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,810 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $70,678 |
Participant contributions at end of year | 2018-12-31 | $290 |
Participant contributions at beginning of year | 2018-12-31 | $1,000 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $5,044 |
Administrative expenses (other) incurred | 2018-12-31 | $25 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $1,503 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $335,398 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $278,436 |
Interest on participant loans | 2018-12-31 | $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 assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $30,243 |
Employer contributions (assets) at end of year | 2018-12-31 | $29,414 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $26,973 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $18,193 |
Contract administrator fees | 2018-12-31 | $5,828 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BOLINGER, SEGARS, GILBERT AND MOSS |
Accountancy firm EIN | 2018-12-31 | 750882037 |
2017 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $35,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $306,409 |
Value of total assets at beginning of year | 2017-12-31 | $212,592 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,202 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $64,423 |
Participant contributions at end of year | 2017-12-31 | $1,000 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,113 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $278,436 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $25,425 |
Employer contributions (assets) at end of year | 2017-12-31 | $26,973 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $27,302 |
Income. Dividends from preferred stock | 2017-12-31 | $6,253 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $27,804 |
Contract administrator fees | 2017-12-31 | $6,089 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BOLINGER, SEGARS, GILBERT AND MOSS |
Accountancy firm EIN | 2017-12-31 | 750882037 |
2016 : GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $35,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $212,592 |
Value of total assets at beginning of year | 2016-12-31 | $82,740 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,706 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $68,452 |
Participant contributions at end of year | 2016-12-31 | $2,345 |
Participant contributions at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $458 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $182,945 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $27,302 |
Employer contributions (assets) at end of year | 2016-12-31 | $27,302 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $24,925 |
Income. Dividends from preferred stock | 2016-12-31 | $4,489 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $27,695 |
Contract administrator fees | 2016-12-31 | $7,248 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BOLINGER, SEGARS, GILBERT AND MOSS |
Accountancy firm EIN | 2016-12-31 | 750882037 |
2022: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GOODWILL INDUSTRIES OF NORTHWEST TEXAS 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |