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| Plan Name | GOODWILL INDUSTRIES OF FORT WORTH HEALTH & WELFARE TRUST |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | GOODWILL INDUSTRIES OF FORT WORTH, INC. |
| Employer identification number (EIN): | 750868393 |
| NAIC Classification: | 238900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-01-01 | JENNIFER RIVA-KIRK | 2024-07-20 | JENNIFER RIVA-KIRK | 2024-07-20 |
| 501 | 2022-01-01 | JENNIFER RIVA-KIRK | 2023-07-20 | JENNIFER RIVA-KIRK | 2023-07-20 |
| 501 | 2021-01-01 | JENNIFER RIVA-KIRK | 2022-07-29 | JENNIFER RIVA-KIRK | 2022-07-29 |
| 501 | 2020-01-01 | JENNIFER RIVA-KIRK | 2021-08-02 | JENNIFER RIVA-KIRK | 2021-08-02 |
| 501 | 2019-01-01 | JENNIFER RIVA-KIRK | 2020-07-30 | JENNIFER RIVA-KIRK | 2020-07-30 |
| 501 | 2018-01-01 | JENNIFER RIVA-KIRK | 2019-07-08 | JENNIFER RIVA-KIRK | 2019-07-08 |
| 501 | 2017-01-01 | ||||
| 501 | 2016-01-01 | JENNIFER RIVA-KIRK | 2017-10-13 | JENNIFER RIVA-KIRK | 2017-10-13 |
| 501 | 2015-01-01 | DERRICK QUAN | 2016-10-17 | ||
| 501 | 2013-01-01 | MARK FISHBACK | 2014-10-14 | MARK FISHBACK | 2014-10-14 |
| 501 | 2012-01-01 | MARK FISHBACK | 2013-10-11 | MARK FISHBACK | 2013-10-11 |
| 501 | 2011-01-01 | MARK FISHBACK | 2012-07-10 | MARK FISHBACK | 2012-07-10 |
| 501 | 2010-01-01 | MARK FISHBACK | 2011-10-14 | ||
| 501 | 2009-01-01 | MARK FISHBACK |
| Measure | Date | Value |
|---|---|---|
| 2024: GOODWILL INDUSTRIES OF FORT WORTH HEALTH & WELFARE TRUST 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-20 | 24 |
| Total number of particpants at end of year | 2024-07-20 | 25 |
| 2009: GOODWILL INDUSTRIES OF FORT WORTH HEALTH & WELFARE TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 21 |
| Measure | Date | Value |
|---|---|---|
| 2024 : GOODWILL INDUSTRIES OF FORT WORTH HEALTH & WELFARE TRUST 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-07-20 | 2856 |
| Total liabilities as of the beginning of the plan year | 2024-07-20 | 4341 |
| Total expenses incurred by plan in this plan year | 2024-07-20 | 317918 |
| Net assets as of the end of the plan year | 2024-07-20 | 46279 |
| Total assets as of the beginning of the plan year | 2024-07-20 | 122049 |
| Value of plan covered by a fidelity bond | 2024-07-20 | 50000 |
| Plan net income in this plan year | 2024-07-20 | -74285 |
| Net assets as of the end of the plan year | 2024-07-20 | 43423 |
| Net assets as of the beginning of the plan year | 2024-07-20 | 117708 |
| Employer contributions to plan in this plan year | 2024-07-20 | 243633 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-20 | 37522 |
| 2009: GOODWILL INDUSTRIES OF FORT WORTH HEALTH & WELFARE TRUST 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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