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GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN
Plan identification number 001

GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF NEW MEXICO has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF NEW MEXICO
Employer identification number (EIN):850107916
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MARY BEST MARY BEST2019-07-15
0012017-01-01MARY BEST MARY BEST2018-06-27
0012016-01-01MARY BEST MARY BEST2017-07-14
0012015-01-01MARY BEST MARY BEST2016-06-16
0012014-01-01MARY BEST MARY BEST2015-07-30
0012013-01-01MARY BEST MARY BEST2014-07-16
0012012-01-01MARY BEST MARY BEST2013-07-25
0012011-01-01MARY BEST MARY BEST2012-08-30
0012010-01-01MARY BEST MARY BEST2012-05-02
0012009-01-01MARY BEST MARY BEST2012-05-15

Plan Statistics for GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01410
Total number of active participants reported on line 7a of the Form 55002022-01-01356
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01397
Number of participants with account balances2022-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01411
Total number of active participants reported on line 7a of the Form 55002021-01-01354
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01392
Number of participants with account balances2021-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01424
Total number of active participants reported on line 7a of the Form 55002020-01-01337
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01367
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01436
Total number of active participants reported on line 7a of the Form 55002019-01-01361
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01385
Number of participants with account balances2019-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01399
Total number of active participants reported on line 7a of the Form 55002018-01-01379
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01401
Number of participants with account balances2018-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01405
Total number of active participants reported on line 7a of the Form 55002017-01-01350
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01376
Number of participants with account balances2017-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01387
Total number of active participants reported on line 7a of the Form 55002016-01-01363
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01391
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01389
Total number of active participants reported on line 7a of the Form 55002015-01-01366
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01389
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01360
Total number of active participants reported on line 7a of the Form 55002014-01-01357
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01373
Number of participants with account balances2014-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01339
Total number of active participants reported on line 7a of the Form 55002013-01-01328
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01346
Number of participants with account balances2013-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01345
Total number of active participants reported on line 7a of the Form 55002012-01-01315
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01330
Number of participants with account balances2012-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01455
Total number of active participants reported on line 7a of the Form 55002011-01-01277
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01299
Number of participants with account balances2011-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01555
Total number of active participants reported on line 7a of the Form 55002010-01-01456
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01472
Number of participants with account balances2010-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01349
Total number of active participants reported on line 7a of the Form 55002009-01-01342
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01359
Number of participants with account balances2009-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-156,818
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$182,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$161,387
Value of total corrective distributions2022-12-31$3,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$233,121
Value of total assets at end of year2022-12-31$1,755,911
Value of total assets at beginning of year2022-12-31$2,095,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,599
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$175,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-339,532
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,755,911
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,095,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$17,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,719,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,086,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$36,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-389,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$57,144
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$161,387
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SJT GROUP, LLC
Accountancy firm EIN2022-12-31843482539
2021 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$457,399
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$144,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$124,048
Value of total corrective distributions2021-12-31$230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$234,441
Value of total assets at end of year2021-12-31$2,095,443
Value of total assets at beginning of year2021-12-31$1,782,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,378
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$176,464
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,416
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$312,743
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,095,443
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,782,700
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$20,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,086,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,757,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$25,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$25,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$222,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$56,561
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$124,048
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CARR, RIGGS, & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$452,423
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$150,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$130,667
Value of total corrective distributions2020-12-31$2,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$235,405
Value of total assets at end of year2020-12-31$1,782,700
Value of total assets at beginning of year2020-12-31$1,480,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,781
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$175,885
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$302,389
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,782,700
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,480,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$16,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,757,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,464,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$25,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$16,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$16,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$217,018
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$59,520
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$130,667
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 name2020-12-31RICCI & COMPANY LLC
Accountancy firm EIN2020-12-31205949532
2019 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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$425,177
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$189,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$173,304
Value of total corrective distributions2019-12-31$3,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$198,412
Value of total assets at end of year2019-12-31$1,480,311
Value of total assets at beginning of year2019-12-31$1,244,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,255
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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$194,926
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,486
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$235,471
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,480,311
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,244,840
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$13,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,464,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,122,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$16,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$66,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$66,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$226,765
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
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$56,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$173,304
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 name2019-12-31RICCI & COMPANY LLC
Accountancy firm EIN2019-12-31205949532
2018 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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$127,506
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$182,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$166,504
Value of total corrective distributions2018-12-31$7,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$219,002
Value of total assets at end of year2018-12-31$1,244,840
Value of total assets at beginning of year2018-12-31$1,300,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,272
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$1,000,000
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$162,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-55,437
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,244,840
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,300,277
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$9,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,122,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,191,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$66,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$59,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$59,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-91,496
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$56,050
Employer contributions (assets) at end of year2018-12-31$56,050
Employer contributions (assets) at beginning of year2018-12-31$49,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$166,504
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 name2018-12-31RICCI & COMPANY LLC
Accountancy firm EIN2018-12-31205949532
2017 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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$344,032
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$98,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$86,439
Value of total corrective distributions2017-12-31$3,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$224,283
Value of total assets at end of year2017-12-31$1,300,277
Value of total assets at beginning of year2017-12-31$1,054,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,717
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$175,000
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$149,407
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,414
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$245,388
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,300,277
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,054,889
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$8,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,191,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$952,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$59,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$50,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$50,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$119,749
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$49,462
Employer contributions (assets) at end of year2017-12-31$49,462
Employer contributions (assets) at beginning of year2017-12-31$51,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$86,439
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 name2017-12-31RCCI & COMPANY LLC
Accountancy firm EIN2017-12-31205949532
2016 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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$269,220
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$67,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$49,787
Value of total corrective distributions2016-12-31$5,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$232,447
Value of total assets at end of year2016-12-31$1,054,889
Value of total assets at beginning of year2016-12-31$852,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,517
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$175,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$166,463
Participant contributions at beginning of year2016-12-31$50
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,492
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$201,981
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,054,889
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$852,908
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$11,517
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$952,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$636,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$50,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$170,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$170,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$36,773
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$51,492
Employer contributions (assets) at end of year2016-12-31$51,492
Employer contributions (assets) at beginning of year2016-12-31$45,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$49,787
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 name2016-12-31RPC CPAS CONSULTANTS, LLP
Accountancy firm EIN2016-12-31850454285
2015 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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$179,939
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$95,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$81,328
Value of total corrective distributions2015-12-31$3,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$204,634
Value of total assets at end of year2015-12-31$852,908
Value of total assets at beginning of year2015-12-31$768,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,312
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$175,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$159,070
Participant contributions at end of year2015-12-31$50
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$84,585
Value of net assets at end of year (total assets less liabilities)2015-12-31$852,908
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$768,323
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$10,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$636,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$445,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$170,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$281,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$281,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,695
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$45,564
Employer contributions (assets) at end of year2015-12-31$45,564
Employer contributions (assets) at beginning of year2015-12-31$41,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$81,328
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 name2015-12-31RPC CPAS CONSULTANTS, LLP
Accountancy firm EIN2015-12-31850454285
2014 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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$0
Total income from all sources (including contributions)2014-12-31$189,927
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$64,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$51,277
Value of total corrective distributions2014-12-31$3,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$180,896
Value of total assets at end of year2014-12-31$768,323
Value of total assets at beginning of year2014-12-31$643,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,669
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$175,000
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$139,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,292
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$125,135
Value of net assets at end of year (total assets less liabilities)2014-12-31$768,323
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$643,188
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$9,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$445,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$598,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$281,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,031
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$41,334
Employer contributions (assets) at end of year2014-12-31$41,334
Employer contributions (assets) at beginning of year2014-12-31$32,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$51,277
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 name2014-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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$0
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$200,395
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$91,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$80,891
Value of total corrective distributions2013-12-31$2,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$140,087
Value of total assets at end of year2013-12-31$643,188
Value of total assets at beginning of year2013-12-31$534,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,090
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$175,000
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$103,154
Participant contributions at beginning of year2013-12-31$2,630
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,292
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$109,058
Value of net assets at end of year (total assets less liabilities)2013-12-31$643,188
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$534,130
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$8,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$598,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$443,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$61,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$61,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$60,308
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$32,433
Employer contributions (assets) at end of year2013-12-31$32,433
Employer contributions (assets) at beginning of year2013-12-31$26,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$80,891
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 name2013-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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$175,583
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$63,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$49,383
Value of total corrective distributions2012-12-31$3,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$129,990
Value of total assets at end of year2012-12-31$534,130
Value of total assets at beginning of year2012-12-31$421,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,386
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$175,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$85,630
Participant contributions at end of year2012-12-31$2,630
Participant contributions at beginning of year2012-12-31$2,853
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,976
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$112,453
Value of net assets at end of year (total assets less liabilities)2012-12-31$534,130
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$421,677
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$10,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$443,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$379,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$61,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$45,593
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$26,384
Employer contributions (assets) at end of year2012-12-31$26,384
Employer contributions (assets) at beginning of year2012-12-31$29,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$49,383
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 name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$109,675
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$86,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$78,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$119,366
Value of total assets at end of year2011-12-31$421,677
Value of total assets at beginning of year2011-12-31$398,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,866
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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 bond2011-12-31No
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$90,126
Participant contributions at end of year2011-12-31$2,853
Participant contributions at beginning of year2011-12-31$7,839
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$23,001
Value of net assets at end of year (total assets less liabilities)2011-12-31$421,677
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$398,676
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$7,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$379,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$337,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$30,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$30,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,691
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$29,240
Employer contributions (assets) at end of year2011-12-31$29,240
Employer contributions (assets) at beginning of year2011-12-31$23,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$78,808
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 name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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
Total income from all sources (including contributions)2010-12-31$138,234
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$56,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$52,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$108,185
Value of total assets at end of year2010-12-31$398,676
Value of total assets at beginning of year2010-12-31$317,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,126
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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 bond2010-12-31No
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
Contributions received from participants2010-12-31$82,516
Participant contributions at end of year2010-12-31$7,839
Participant contributions at beginning of year2010-12-31$3,066
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,254
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$81,586
Value of net assets at end of year (total assets less liabilities)2010-12-31$398,676
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$317,090
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
Investment advisory and management fees2010-12-31$4,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$337,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$254,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$30,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$37,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$37,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$30,049
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$23,415
Employer contributions (assets) at end of year2010-12-31$23,415
Employer contributions (assets) at beginning of year2010-12-31$22,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$52,522
Did the plan have assets held for investment2010-12-31No
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 name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863
2009 : GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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 NEW MEXICO 403(B) PLAN

2022: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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 NEW MEXICO 403(B) 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 NEW MEXICO 403(B) 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 NEW MEXICO 403(B) 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 NEW MEXICO 403(B) 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 NEW MEXICO 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 NEW MEXICO 403(B) 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 NEW MEXICO 403(B) 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 NEW MEXICO 403(B) 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 NEW MEXICO 403(B) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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