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PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS
Plan identification number 002

PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DISCOVER GOODWILL OF SOUTHERN & WESTERN COLORADO has sponsored the creation of one or more 401k plans.

Company Name:DISCOVER GOODWILL OF SOUTHERN & WESTERN COLORADO
Employer identification number (EIN):840513404
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GARY SMITH2023-09-20 GARY SMITH2023-09-20
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GARY SMITH
0022016-01-01MICHELE GORR
0022015-01-01MICHELE GORR
0022014-01-01MICHELE GORR
0022013-01-01DANIEL O'REAR
0022012-01-01DANIEL O'REAR
0022011-01-01DANIEL O'REAR
0022010-01-01DANIEL O'REAR
0022009-01-01 DANIEL O'REAR2010-07-26
0022009-01-01DANIEL O'REAR DANIEL O'REAR2010-07-27
0022009-01-01DANIEL O'REAR
0022009-01-01DANIEL O'REAR

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS

Measure Date Value
2021: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2021 401k membership
Total participants, beginning-of-year2021-01-01137
Total number of active participants reported on line 7a of the Form 55002021-01-0148
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01100
Number of participants with account balances2021-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2020 401k membership
Total participants, beginning-of-year2020-01-011,194
Total number of active participants reported on line 7a of the Form 55002020-01-01317
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01394
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2019 401k membership
Total participants, beginning-of-year2019-01-01919
Total number of active participants reported on line 7a of the Form 55002019-01-01754
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01260
Total of all active and inactive participants2019-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-011,027
Number of participants with account balances2019-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0156
2018: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2018 401k membership
Total participants, beginning-of-year2018-01-01828
Total number of active participants reported on line 7a of the Form 55002018-01-01696
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01211
Total of all active and inactive participants2018-01-01907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-01919
Number of participants with account balances2018-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0185
2017: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2017 401k membership
Total participants, beginning-of-year2017-01-011,159
Total number of active participants reported on line 7a of the Form 55002017-01-01613
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01201
Total of all active and inactive participants2017-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-01828
Number of participants with account balances2017-01-01802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01126
2016: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2016 401k membership
Total participants, beginning-of-year2016-01-011,008
Total number of active participants reported on line 7a of the Form 55002016-01-01979
Number of other retired or separated participants entitled to future benefits2016-01-01167
Total of all active and inactive participants2016-01-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-011,159
Number of participants with account balances2016-01-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0147
2015: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2015 401k membership
Total participants, beginning-of-year2015-01-01812
Total number of active participants reported on line 7a of the Form 55002015-01-01825
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01168
Total of all active and inactive participants2015-01-01993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-011,008
Number of participants with account balances2015-01-011,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0156
2014: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2014 401k membership
Total participants, beginning-of-year2014-01-01804
Total number of active participants reported on line 7a of the Form 55002014-01-01627
Number of other retired or separated participants entitled to future benefits2014-01-01172
Total of all active and inactive participants2014-01-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-01812
Number of participants with account balances2014-01-01810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0131
2013: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2013 401k membership
Total participants, beginning-of-year2013-01-01693
Total number of active participants reported on line 7a of the Form 55002013-01-01614
Number of other retired or separated participants entitled to future benefits2013-01-01176
Total of all active and inactive participants2013-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-01804
Number of participants with account balances2013-01-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0137
2012: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2012 401k membership
Total participants, beginning-of-year2012-01-01649
Total number of active participants reported on line 7a of the Form 55002012-01-01535
Number of other retired or separated participants entitled to future benefits2012-01-01145
Total of all active and inactive participants2012-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-01693
Number of participants with account balances2012-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2011 401k membership
Total participants, beginning-of-year2011-01-01603
Total number of active participants reported on line 7a of the Form 55002011-01-01498
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01141
Total of all active and inactive participants2011-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-01649
Number of participants with account balances2011-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2010: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2010 401k membership
Total participants, beginning-of-year2010-01-01588
Total number of active participants reported on line 7a of the Form 55002010-01-01463
Number of other retired or separated participants entitled to future benefits2010-01-01136
Total of all active and inactive participants2010-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01603
Number of participants with account balances2010-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0148
2009: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2009 401k membership
Total participants, beginning-of-year2009-01-01549
Total number of active participants reported on line 7a of the Form 55002009-01-01477
Number of other retired or separated participants entitled to future benefits2009-01-01105
Total of all active and inactive participants2009-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-01588
Number of participants with account balances2009-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0137

Financial Data on PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS

Measure Date Value
2021 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$226,451
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$858,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$830,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,409,654
Value of total assets at beginning of year2021-12-31$2,041,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,078
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$31,848
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$31,848
Administrative expenses professional fees incurred2021-12-31$16,579
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1
Amount contributed by the employer to the plan for this plan year2021-12-31$1
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-631,682
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,409,654
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,041,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,409,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,041,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$194,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$830,055
Contract administrator fees2021-12-31$11,499
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 name2021-12-31STOCKMAN KAST RYAN AND CO., LLP
Accountancy firm EIN2021-12-31841509584
2020 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$191,659
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,171,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,069,039
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$2,041,336
Value of total assets at beginning of year2020-12-31$7,020,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,276
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$747
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$64,689
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$64,689
Administrative expenses professional fees incurred2020-12-31$31,207
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1
Amount contributed by the employer to the plan for this plan year2020-12-31$1
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-23,807
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-4,979,656
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,041,336
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,020,992
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
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$134
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,041,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,019,295
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$747
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,001,697
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$-178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$93,673
Net investment gain/loss from pooled separate accounts2020-12-31$56,357
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,069,217
Contract administrator fees2020-12-31$70,935
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2020-12-31841509584
2019 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,998,394
Total of all expenses incurred2019-12-31$547,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$536,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$912,307
Value of total assets at end of year2019-12-31$7,020,993
Value of total assets at beginning of year2019-12-31$5,570,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,164
Total interest from all sources2019-12-31$17,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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$1,450,503
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,020,993
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,570,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,019,296
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,477,872
Interest earned on other investments2019-12-31$17,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,001,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,092,618
Net investment gain/loss from pooled separate accounts2019-12-31$1,068,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$912,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$536,727
Contract administrator fees2019-12-31$11,164
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 name2019-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2019-12-31841509584
2018 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$457,490
Total of all expenses incurred2018-12-31$780,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$770,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$781,000
Value of total assets at end of year2018-12-31$5,570,490
Value of total assets at beginning of year2018-12-31$5,893,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,697
Total interest from all sources2018-12-31$11,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-323,384
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,570,490
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,893,874
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
Value of interest in pooled separate accounts at end of year2018-12-31$4,477,872
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,678,954
Interest earned on other investments2018-12-31$11,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,092,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,214,920
Net investment gain/loss from pooled separate accounts2018-12-31$-334,971
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$781,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$770,177
Contract administrator fees2018-12-31$10,697
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 name2018-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2018-12-31841509584
2017 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,262,647
Total of all expenses incurred2017-12-31$624,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$614,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$598,067
Value of total assets at end of year2017-12-31$5,893,874
Value of total assets at beginning of year2017-12-31$5,255,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,437
Total interest from all sources2017-12-31$12,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
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$637,917
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,893,874
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,255,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,678,954
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,901,668
Interest earned on other investments2017-12-31$12,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,214,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,354,289
Net investment gain/loss from pooled separate accounts2017-12-31$651,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$598,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$614,293
Contract administrator fees2017-12-31$10,437
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 name2017-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2017-12-31841509584
2016 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$977,729
Total of all expenses incurred2016-12-31$454,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$444,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$652,803
Value of total assets at end of year2016-12-31$5,255,957
Value of total assets at beginning of year2016-12-31$4,732,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,363
Total interest from all sources2016-12-31$13,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$652,803
Amount contributed by the employer to the plan for this plan year2016-12-31$652,803
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$523,568
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,255,957
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,732,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,901,668
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,364,413
Interest earned on other investments2016-12-31$13,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,354,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,367,976
Net investment gain/loss from pooled separate accounts2016-12-31$311,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$652,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$444,798
Contract administrator fees2016-12-31$9,363
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 name2016-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2016-12-31841509584
2015 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$667,274
Total of all expenses incurred2015-12-31$952,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$947,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$675,191
Value of total assets at end of year2015-12-31$4,732,389
Value of total assets at beginning of year2015-12-31$5,017,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,915
Total interest from all sources2015-12-31$14,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$675,191
Amount contributed by the employer to the plan for this plan year2015-12-31$675,191
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-284,919
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,732,389
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,017,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,364,413
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,465,723
Interest earned on other investments2015-12-31$14,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,367,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,551,585
Net investment gain/loss from pooled separate accounts2015-12-31$-22,464
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$675,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$947,278
Contract administrator fees2015-12-31$4,915
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 name2015-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2015-12-31841509584
2014 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$821,354
Total of all expenses incurred2014-12-31$770,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$767,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$550,634
Value of total assets at end of year2014-12-31$5,017,308
Value of total assets at beginning of year2014-12-31$4,966,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,494
Total interest from all sources2014-12-31$16,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$550,634
Amount contributed by the employer to the plan for this plan year2014-12-31$550,634
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$51,066
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,017,308
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,966,242
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
Value of interest in pooled separate accounts at end of year2014-12-31$3,465,723
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,316,253
Interest earned on other investments2014-12-31$16,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,551,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,649,989
Net investment gain/loss from pooled separate accounts2014-12-31$254,400
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$550,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$767,794
Contract administrator fees2014-12-31$2,494
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 name2014-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2014-12-31841509584
2013 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,216,062
Total of all expenses incurred2013-12-31$443,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$442,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$585,197
Value of total assets at end of year2013-12-31$4,966,242
Value of total assets at beginning of year2013-12-31$4,193,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$612
Total interest from all sources2013-12-31$18,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$585,197
Amount contributed by the employer to the plan for this plan year2013-12-31$585,197
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
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$772,991
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,966,242
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,193,251
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
Value of interest in pooled separate accounts at end of year2013-12-31$3,316,253
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,538,240
Interest earned on other investments2013-12-31$18,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,649,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,655,011
Net investment gain/loss from pooled separate accounts2013-12-31$612,797
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$585,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$442,459
Contract administrator fees2013-12-31$612
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 name2013-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2013-12-31841509584
2012 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$857,522
Total of all expenses incurred2012-12-31$484,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$483,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$554,028
Value of total assets at end of year2012-12-31$4,193,251
Value of total assets at beginning of year2012-12-31$3,820,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,256
Total interest from all sources2012-12-31$28,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$554,028
Amount contributed by the employer to the plan for this plan year2012-12-31$554,028
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$372,807
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,193,251
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,820,444
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
Value of interest in pooled separate accounts at end of year2012-12-31$2,538,240
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,075,951
Interest earned on other investments2012-12-31$28,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,655,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,744,493
Net investment gain/loss from pooled separate accounts2012-12-31$275,346
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$554,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$483,459
Contract administrator fees2012-12-31$1,256
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 name2012-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2012-12-31841509584
2011 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$518,727
Total of all expenses incurred2011-12-31$362,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$361,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$504,831
Value of total assets at end of year2011-12-31$3,820,444
Value of total assets at beginning of year2011-12-31$3,663,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$963
Total interest from all sources2011-12-31$32,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$504,831
Amount contributed by the employer to the plan for this plan year2011-12-31$504,831
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$156,451
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,820,444
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,663,993
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
Value of interest in pooled separate accounts at end of year2011-12-31$2,075,951
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,027,241
Interest earned on other investments2011-12-31$32,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,744,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,636,752
Net investment gain/loss from pooled separate accounts2011-12-31$-19,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$504,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$361,313
Contract administrator fees2011-12-31$963
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2011-12-31841509584
2010 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$768,759
Total of all expenses incurred2010-12-31$289,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$287,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$479,549
Value of total assets at end of year2010-12-31$3,663,993
Value of total assets at beginning of year2010-12-31$3,184,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,357
Total interest from all sources2010-12-31$43,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Minimum employer required contribution for this plan year2010-12-31$479,549
Amount contributed by the employer to the plan for this plan year2010-12-31$479,549
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$479,349
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,663,993
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,184,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,027,241
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,672,026
Interest earned on other investments2010-12-31$43,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,636,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,512,618
Net investment gain/loss from pooled separate accounts2010-12-31$245,560
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$479,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$287,053
Contract administrator fees2010-12-31$2,357
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STOCKMAN KAST RYAN & CO
Accountancy firm EIN2010-12-31841509584
2009 : PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$470,814
Amount contributed by the employer to the plan for this plan year2009-12-31$470,814

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS

2021: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF COLORADO SPRINGS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014116-A
Policy instance 1
Insurance contract or identification number014116-A
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014116-A
Policy instance 1
Insurance contract or identification number014116-A
Number of Individuals Covered1027
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $1,462
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees1462
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014116-A
Policy instance 1
Insurance contract or identification number014116-A
Number of Individuals Covered919
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $1,187
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees1187
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014116-A
Policy instance 1
Insurance contract or identification number014116-A
Number of Individuals Covered828
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $1,164
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees1164
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDENVER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014116-A
Policy instance 1
Insurance contract or identification number014116-A
Number of Individuals Covered1008
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $551
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees551
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDENVER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014116-A
Policy instance 1
Insurance contract or identification number014116-A
Number of Individuals Covered812
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $624
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees624
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDENVER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014116-A
Policy instance 1
Insurance contract or identification number014116-A
Number of Individuals Covered804
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $341
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees341
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDENVER REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014116-A
Policy instance 1
Insurance contract or identification number014116-A
Number of Individuals Covered693
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $266
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees100
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameKEITH BERSTLER
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014116-A
Policy instance 1
Insurance contract or identification number014116-A
Number of Individuals Covered649
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,135
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014116-A
Policy instance 1
Insurance contract or identification number014116-A
Number of Individuals Covered603
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $564
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees204
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameDONALD ESHBACH

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