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GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN
Plan identification number 001

GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA 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(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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GOODWILL INDUSTRIES OF CENTRAL TEXA has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF CENTRAL TEXA
Employer identification number (EIN):741322808
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Additional information about GOODWILL INDUSTRIES OF CENTRAL TEXA

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1958-05-26
Company Identification Number: 0014692101
Legal Registered Office Address: 1015 NORWOOD PARK BLVD

AUSTIN
United States of America (USA)
78753

More information about GOODWILL INDUSTRIES OF CENTRAL TEXA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01DEWAYNE STREET
0012016-01-01DEWAYNE STREET
0012016-01-01
0012015-01-01MATTHEW DO
0012015-01-01DEWAYNE STREET
0012014-01-01MATTHEW DO
0012013-01-01TRACY LINTZ
0012012-01-01CATHY RUDZINSKI
0012011-01-01CATHY RUDZINSKI
0012009-01-01RUDZINSKI, CATHY RUDZINSKI, CATHY2010-10-15

Plan Statistics for GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN

Measure Date Value
2021: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,823
Total number of active participants reported on line 7a of the Form 55002021-01-012,791
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01371
Total of all active and inactive participants2021-01-013,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,162
Number of participants with account balances2021-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01179
2020: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,320
Total number of active participants reported on line 7a of the Form 55002020-01-012,158
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01665
Total of all active and inactive participants2020-01-012,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,823
Number of participants with account balances2020-01-011,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01219
2019: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,542
Total number of active participants reported on line 7a of the Form 55002019-01-012,527
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-01773
Total of all active and inactive participants2019-01-013,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,320
Number of participants with account balances2019-01-011,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01555
2018: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,307
Total number of active participants reported on line 7a of the Form 55002018-01-012,463
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-011,048
Total of all active and inactive participants2018-01-013,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,540
Number of participants with account balances2018-01-011,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01127
2017: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,905
Total number of active participants reported on line 7a of the Form 55002017-01-012,483
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01824
Total of all active and inactive participants2017-01-013,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,307
Number of participants with account balances2017-01-011,606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0194
2016: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,522
Total number of active participants reported on line 7a of the Form 55002016-01-016,717
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01188
Total of all active and inactive participants2016-01-016,905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016,905
Number of participants with account balances2016-01-011,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0198
2015: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,273
Total number of active participants reported on line 7a of the Form 55002015-01-015,225
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01198
Total of all active and inactive participants2015-01-015,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015,423
Number of participants with account balances2015-01-011,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01121
2014: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,388
Total number of active participants reported on line 7a of the Form 55002014-01-013,901
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01311
Total of all active and inactive participants2014-01-014,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,212
Number of participants with account balances2014-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01104
2013: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,509
Total number of active participants reported on line 7a of the Form 55002013-01-013,065
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01274
Total of all active and inactive participants2013-01-013,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,339
Number of participants with account balances2013-01-011,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01106
2012: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,559
Total number of active participants reported on line 7a of the Form 55002012-01-011,915
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01224
Total of all active and inactive participants2012-01-012,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,139
Number of participants with account balances2012-01-01956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0144
2011: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,940
Total number of active participants reported on line 7a of the Form 55002011-01-012,532
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-012,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,559
Number of participants with account balances2011-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01137
2009: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,375
Total number of active participants reported on line 7a of the Form 55002009-01-011,062
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01103
Total of all active and inactive participants2009-01-011,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,165
Number of participants with account balances2009-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01738

Financial Data on GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN

Measure Date Value
2021 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA 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$1,275,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$225,871
Total income from all sources (including contributions)2021-12-31$2,907,174
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,138,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,975,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,565,690
Value of total assets at end of year2021-12-31$12,711,611
Value of total assets at beginning of year2021-12-31$10,893,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$162,705
Total interest from all sources2021-12-31$26,940
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,387,714
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$1,387,714
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,068,942
Participant contributions at end of year2021-12-31$250,376
Participant contributions at beginning of year2021-12-31$277,522
Participant contributions at end of year2021-12-31$36,015
Participant contributions at beginning of year2021-12-31$68,054
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$163,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$15,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,275,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$225,871
Administrative expenses (other) incurred2021-12-31$157,112
Total non interest bearing cash at end of year2021-12-31$1,274,614
Total non interest bearing cash at beginning of year2021-12-31$226,403
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$768,763
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,436,449
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,667,686
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$5,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,621,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,813,715
Interest on participant loans2021-12-31$14,411
Interest earned on other investments2021-12-31$12,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$513,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$479,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$479,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-73,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$333,195
Employer contributions (assets) at beginning of year2021-12-31$28,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,975,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA 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$225,871
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$2,708,160
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,132,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,027,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,419,892
Value of total assets at end of year2020-12-31$10,893,557
Value of total assets at beginning of year2020-12-31$10,092,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$105,482
Total interest from all sources2020-12-31$16,366
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,114,860
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$1,114,860
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,079,240
Participant contributions at end of year2020-12-31$277,522
Participant contributions at beginning of year2020-12-31$319,690
Participant contributions at end of year2020-12-31$68,054
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$225,871
Total non interest bearing cash at end of year2020-12-31$226,403
Total non interest bearing cash at beginning of year2020-12-31$281
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$575,646
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,667,686
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,092,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,813,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,772,069
Income. Interest from loans (other than to participants)2020-12-31$16,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$479,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$157,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$340,252
Employer contributions (assets) at end of year2020-12-31$28,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,027,032
Contract administrator fees2020-12-31$105,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2020-12-31750786316
2019 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA 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$3,311,802
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,366,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,237,569
Value of total corrective distributions2019-12-31$3,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,482,436
Value of total assets at end of year2019-12-31$10,092,040
Value of total assets at beginning of year2019-12-31$9,147,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$125,938
Total interest from all sources2019-12-31$16,246
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$266,335
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$266,335
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$1,043,337
Participant contributions at end of year2019-12-31$319,690
Participant contributions at beginning of year2019-12-31$289,225
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$121,312
Total non interest bearing cash at end of year2019-12-31$281
Total non interest bearing cash at beginning of year2019-12-31$585
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$944,811
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,092,040
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,147,229
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$36,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,772,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,857,419
Interest on participant loans2019-12-31$16,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,546,785
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$317,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,237,569
Contract administrator fees2019-12-31$89,631
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 name2019-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2019-12-31750786316
2018 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA 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$735,392
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,022,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$903,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,283,020
Value of total assets at end of year2018-12-31$9,147,229
Value of total assets at beginning of year2018-12-31$9,434,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$119,158
Total interest from all sources2018-12-31$12,483
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$349,652
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$349,652
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$980,967
Participant contributions at end of year2018-12-31$289,225
Participant contributions at beginning of year2018-12-31$229,634
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$71,256
Total non interest bearing cash at end of year2018-12-31$585
Total non interest bearing cash at beginning of year2018-12-31$528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-286,941
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,147,229
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,434,170
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$37,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,857,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,204,008
Interest on participant loans2018-12-31$12,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-909,763
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$230,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$903,175
Contract administrator fees2018-12-31$81,523
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 name2018-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2018-12-31750786316
2017 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA 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$2,606,674
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,132,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,037,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,291,831
Value of total assets at end of year2017-12-31$9,434,170
Value of total assets at beginning of year2017-12-31$7,959,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$94,384
Total interest from all sources2017-12-31$10,710
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$251,037
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$251,037
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$981,669
Participant contributions at end of year2017-12-31$229,634
Participant contributions at beginning of year2017-12-31$272,890
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$528
Total non interest bearing cash at beginning of year2017-12-31$557
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$1,474,573
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,434,170
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,959,597
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$32,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,204,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,686,150
Interest on participant loans2017-12-31$10,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,053,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$285,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,037,717
Contract administrator fees2017-12-31$61,524
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 name2017-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2017-12-31750786316
2016 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA 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$1,824,368
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,533,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,429,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,217,506
Value of total assets at end of year2016-12-31$7,959,597
Value of total assets at beginning of year2016-12-31$7,669,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$104,384
Total interest from all sources2016-12-31$10,918
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$207,038
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$207,038
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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$969,661
Participant contributions at end of year2016-12-31$272,890
Participant contributions at beginning of year2016-12-31$312,452
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$46,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$557
Total non interest bearing cash at beginning of year2016-12-31$5,133
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$290,452
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,959,597
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,669,145
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$29,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,686,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,351,560
Interest on participant loans2016-12-31$10,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$388,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$201,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,429,532
Contract administrator fees2016-12-31$74,544
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 name2016-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2016-12-31750786316
2015 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,351,413
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,686,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,582,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,417,050
Value of total assets at end of year2015-12-31$7,669,145
Value of total assets at beginning of year2015-12-31$8,004,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$103,816
Total interest from all sources2015-12-31$11,117
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$257,778
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$257,778
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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$1,059,089
Participant contributions at end of year2015-12-31$312,452
Participant contributions at beginning of year2015-12-31$250,799
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$59,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$5,133
Total non interest bearing cash at beginning of year2015-12-31$25,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-335,048
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,669,145
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,004,193
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
Investment advisory and management fees2015-12-31$30,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,351,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,728,226
Interest on participant loans2015-12-31$11,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-334,532
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$298,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,582,645
Contract administrator fees2015-12-31$73,607
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 name2015-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2015-12-31750786316
2014 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,663
Total income from all sources (including contributions)2014-12-31$1,959,429
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,492,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,390,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,467,793
Value of total assets at end of year2014-12-31$8,004,193
Value of total assets at beginning of year2014-12-31$7,540,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$102,174
Total interest from all sources2014-12-31$8,629
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$198,529
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$198,529
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,139,435
Participant contributions at end of year2014-12-31$250,799
Participant contributions at beginning of year2014-12-31$206,108
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,656
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,663
Total non interest bearing cash at end of year2014-12-31$25,168
Total non interest bearing cash at beginning of year2014-12-31$9,579
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$466,608
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,004,193
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,537,585
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$30,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,728,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,323,696
Interest on participant loans2014-12-31$8,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$284,478
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$320,702
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,390,647
Contract administrator fees2014-12-31$71,987
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 name2014-12-31WEAVER & TIDWELL, L.L.P.
Accountancy firm EIN2014-12-31750786316
2013 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,548,184
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,010,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$906,908
Value of total corrective distributions2013-12-31$7,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,437,831
Value of total assets at end of year2013-12-31$7,540,248
Value of total assets at beginning of year2013-12-31$5,999,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$95,961
Total interest from all sources2013-12-31$7,118
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$107,531
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$107,531
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,133,688
Participant contributions at end of year2013-12-31$206,108
Participant contributions at beginning of year2013-12-31$167,042
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$32,955
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$9,579
Total non interest bearing cash at beginning of year2013-12-31$1,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,537,893
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,537,585
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,999,692
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$25,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,323,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,790,166
Interest on participant loans2013-12-31$7,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$995,704
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$297,110
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$7,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$906,908
Contract administrator fees2013-12-31$70,539
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 name2013-12-31MONTEMAYORHILL & ASSOC
Accountancy firm EIN2013-12-31742902112
2012 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,959,699
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$436,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$375,588
Value of total corrective distributions2012-12-31$6,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,313,513
Value of total assets at end of year2012-12-31$5,999,692
Value of total assets at beginning of year2012-12-31$4,476,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,125
Total interest from all sources2012-12-31$7,123
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$115,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$115,798
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,250,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,021,678
Participant contributions at end of year2012-12-31$167,042
Participant contributions at beginning of year2012-12-31$147,330
Participant contributions at end of year2012-12-31$32,955
Participant contributions at beginning of year2012-12-31$42,115
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$34,141
Total non interest bearing cash at end of year2012-12-31$1,586
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,523,354
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,999,692
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,476,338
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$7,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,790,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,695,112
Interest on participant loans2012-12-31$6,907
Interest earned on other investments2012-12-31$216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$590,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$523,265
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$257,694
Employer contributions (assets) at end of year2012-12-31$7,943
Employer contributions (assets) at beginning of year2012-12-31$953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$375,588
Contract administrator fees2012-12-31$46,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31MONTEMAYORHILL & ASSOC
Accountancy firm EIN2012-12-31742902112
2011 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,028,260
Total loss/gain on sale of assets2011-12-31$-232
Total of all expenses incurred2011-12-31$1,139,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,084,121
Expenses. Certain deemed distributions of participant loans2011-12-31$9,434
Value of total corrective distributions2011-12-31$9,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,110,457
Value of total assets at end of year2011-12-31$4,476,338
Value of total assets at beginning of year2011-12-31$4,587,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,634
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$26,915
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$44,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$44,530
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$872,938
Participant contributions at end of year2011-12-31$147,330
Participant contributions at beginning of year2011-12-31$80,072
Participant contributions at end of year2011-12-31$42,115
Participant contributions at beginning of year2011-12-31$24,690
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,138
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$478
Administrative expenses (other) incurred2011-12-31$8
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-111,277
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,476,338
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,587,615
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,695,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,639,771
Interest on participant loans2011-12-31$6,608
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$20,272
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$590,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$831,216
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-153,888
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$216,381
Employer contributions (assets) at end of year2011-12-31$953
Employer contributions (assets) at beginning of year2011-12-31$6,843
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,084,121
Contract administrator fees2011-12-31$36,626
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,492
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-232
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31MONTEMAYORHILL & ASSOC
Accountancy firm EIN2011-12-31742902112
2010 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$468
Total unrealized appreciation/depreciation of assets2010-12-31$468
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,375,972
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$487,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$435,496
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$17,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$917,495
Value of total assets at end of year2010-12-31$4,587,615
Value of total assets at beginning of year2010-12-31$3,699,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,552
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$28,930
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$38,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$38,523
Administrative expenses professional fees incurred2010-12-31$19
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$685,900
Participant contributions at end of year2010-12-31$80,072
Participant contributions at beginning of year2010-12-31$86,234
Participant contributions at end of year2010-12-31$24,690
Participant contributions at beginning of year2010-12-31$18,913
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$12,618
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,961
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$-9,674
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$888,241
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,587,615
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,699,374
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,639,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,843,654
Interest on participant loans2010-12-31$5,782
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$23,148
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$831,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$726,457
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$400,230
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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$198,634
Employer contributions (assets) at end of year2010-12-31$6,843
Employer contributions (assets) at beginning of year2010-12-31$6,160
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$434,725
Contract administrator fees2010-12-31$34,533
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,492
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,414
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31MONTEMAYOR HILL & CO PC
Accountancy firm EIN2010-12-31742902112
2009 : GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN

2021: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA 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 CENTRAL TEXAS 403(B) TDA 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 CENTRAL TEXAS 403(B) TDA 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 CENTRAL TEXAS 403(B) TDA 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 CENTRAL TEXAS 403(B) TDA 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 CENTRAL TEXAS 403(B) TDA 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
2015: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,748
Total amount of fees paid to insurance companyUSD $188
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,748
Amount paid for insurance broker fees188
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORTION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered2559
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,405
Total amount of fees paid to insurance companyUSD $3,190
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1979
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,917
Total amount of fees paid to insurance companyUSD $1,586
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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