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GOODWILL INDUSTRIES OF CENTRAL ARIZONA, INC. 403(B) PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF CENTRAL ARIZONA, INC. 403(B) PLAN
Plan identification number 002

GOODWILL INDUSTRIES OF CENTRAL ARIZONA, INC. 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)(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.
  • 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 OF CENTRAL AND NORTHERN ARIZONA has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL OF CENTRAL AND NORTHERN ARIZONA
Employer identification number (EIN):860104415
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF CENTRAL ARIZONA, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MONA STONE2024-10-14
0022022-01-01SUSAN BARNES2023-10-04
0022021-01-01SPENCER RAY2022-07-15
0022020-01-01SPENCER RAY2021-10-12
0022019-01-01SPENCER RAY2020-10-05
0022018-01-01SPENCER RAY2019-10-04
0022017-01-01SPENCER RAY2018-10-12
0022016-01-01NOBUMICHI HARA2017-10-13
0022015-01-01NOBUMICHI HARA2016-10-13
0022014-01-01TANYA PERRY2015-07-16
0022013-01-01JUDY STITH2014-09-22

Financial Data on GOODWILL INDUSTRIES OF CENTRAL ARIZONA, INC. 403(B) PLAN

Measure Date Value
2025 : GOODWILL INDUSTRIES OF CENTRAL ARIZONA, INC. 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-050
Total liabilities as of the end of the plan year2025-06-050
Total liabilities as of the beginning of the plan year2025-06-05376
Total expenses incurred by plan in this plan year2025-06-05192421
Net assets as of the end of the plan year2025-06-053372066
Total assets as of the beginning of the plan year2025-06-052624432
Value of plan covered by a fidelity bond2025-06-053000000
Participant contributions to plan in this plan year2025-06-05483899
Other expenses paid from plan in this plan year2025-06-058293
Other contributions to plan in this plan year2025-06-050
Other income to plan in this plan year2025-06-05356181
Plan net income in this plan year2025-06-05748010
Net assets as of the end of the plan year2025-06-053372066
Net assets as of the beginning of the plan year2025-06-052624056
Employer contributions to plan in this plan year2025-06-05100351
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-050
2024 : GOODWILL INDUSTRIES OF CENTRAL ARIZONA, INC. 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-14376
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-14269020
Net assets as of the end of the plan year2024-10-142624432
Total assets as of the beginning of the plan year2024-10-142032426
Value of plan covered by a fidelity bond2024-10-143000000
Participant contributions to plan in this plan year2024-10-14418938
Other expenses paid from plan in this plan year2024-10-147617
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14367669
Plan net income in this plan year2024-10-14591630
Net assets as of the end of the plan year2024-10-142624056
Net assets as of the beginning of the plan year2024-10-142032426
Employer contributions to plan in this plan year2024-10-1474043
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-140
2022 : GOODWILL INDUSTRIES OF CENTRAL ARIZONA, INC. 403(B) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-15103393
Net assets as of the end of the plan year2022-07-152444598
Total assets as of the beginning of the plan year2022-07-151875689
Value of plan covered by a fidelity bond2022-07-153000000
Participant contributions to plan in this plan year2022-07-15346014
Other expenses paid from plan in this plan year2022-07-158855
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-15263939
Plan net income in this plan year2022-07-15568909
Net assets as of the end of the plan year2022-07-152444598
Net assets as of the beginning of the plan year2022-07-151875689
Employer contributions to plan in this plan year2022-07-1562349
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-150

Potentially related plans

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