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

Plan NameGOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN
Plan identification number 001

GOODWILL INDUSTRIES OF SOUTHERN 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(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC.
Employer identification number (EIN):860223401
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012017-07-01
0012016-07-01STEPHEN LEON STEPHEN LEON2018-01-31
0012015-07-01STEPHEN LEON
0012014-07-01STEPHEN LEON
0012013-07-01STEPHEN LEON
0012012-07-01STEPHEN LEON
0012011-07-01SHELLEY ROOP
0012010-07-01HOLLY TORRES
0012009-07-01SHELLEY ROOP

Plan Statistics for GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN

Measure Date Value
2020: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01521
Total number of active participants reported on line 7a of the Form 55002020-07-01346
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01156
Total of all active and inactive participants2020-07-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-01506
Number of participants with account balances2020-07-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01105
2019: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01526
Total number of active participants reported on line 7a of the Form 55002019-07-01347
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01171
Total of all active and inactive participants2019-07-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01521
Number of participants with account balances2019-07-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-01135
2018: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01482
Total number of active participants reported on line 7a of the Form 55002018-07-01406
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01115
Total of all active and inactive participants2018-07-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-015
Total participants2018-07-01526
Number of participants with account balances2018-07-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0188
2017: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01466
Total number of active participants reported on line 7a of the Form 55002017-07-01397
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0182
Total of all active and inactive participants2017-07-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01482
Number of participants with account balances2017-07-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-01112
2016: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01577
Total number of active participants reported on line 7a of the Form 55002016-07-01410
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0155
Total of all active and inactive participants2016-07-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01466
Number of participants with account balances2016-07-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-01119
2015: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01594
Total number of active participants reported on line 7a of the Form 55002015-07-01529
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0148
Total of all active and inactive participants2015-07-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01577
Number of participants with account balances2015-07-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01590
Total number of active participants reported on line 7a of the Form 55002014-07-01488
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0157
Total of all active and inactive participants2014-07-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01545
Number of participants with account balances2014-07-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01181
Total number of active participants reported on line 7a of the Form 55002013-07-01553
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0125
Total of all active and inactive participants2013-07-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01578
Number of participants with account balances2013-07-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01216
Total number of active participants reported on line 7a of the Form 55002012-07-01169
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0111
Total of all active and inactive participants2012-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01180
Number of participants with account balances2012-07-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01361
Total number of active participants reported on line 7a of the Form 55002011-07-01208
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-018
Total of all active and inactive participants2011-07-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01216
Number of participants with account balances2011-07-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2010: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01348
Total number of active participants reported on line 7a of the Form 55002010-07-01344
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0116
Total of all active and inactive participants2010-07-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01360
Number of participants with account balances2010-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-019
2009: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01263
Total number of active participants reported on line 7a of the Form 55002009-07-01331
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0117
Total of all active and inactive participants2009-07-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01348
Number of participants with account balances2009-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

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

Measure Date Value
2022 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$217,341
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$315,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$313,959
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$891,044
Value of total assets at end of year2022-06-30$5,207,803
Value of total assets at beginning of year2022-06-30$5,306,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,728
Total interest from all sources2022-06-30$3,104
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$456,782
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$209,755
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$1,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-98,346
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,207,803
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,306,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,872,220
Value of interest in pooled separate accounts at end of year2022-06-30$4,469,884
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$3,104
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$737,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$433,930
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-676,807
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$224,507
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$313,959
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BEACHFLEISCHMAN PLLC
Accountancy firm EIN2022-06-30860683059
2021 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,675,100
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$672,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$670,715
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$551,703
Value of total assets at end of year2021-06-30$5,306,150
Value of total assets at beginning of year2021-06-30$4,303,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,713
Total interest from all sources2021-06-30$4,101
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$359,827
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$40,887
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,002,672
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,306,150
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,303,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,872,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,867,678
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$4,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$433,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$435,800
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$1,119,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$150,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$670,715
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BEACHFLEISCHMAN PC
Accountancy firm EIN2021-06-30860683059
2020 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$654,139
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$258,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$256,427
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$603,677
Value of total assets at end of year2020-06-30$4,303,478
Value of total assets at beginning of year2020-06-30$3,907,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,788
Total interest from all sources2020-06-30$4,811
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$401,829
Participant contributions at beginning of year2020-06-30$19,425
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$15,782
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$1,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$395,924
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,303,478
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,907,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,867,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,573,438
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$4,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$435,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$303,956
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$45,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$186,066
Employer contributions (assets) at beginning of year2020-06-30$10,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$256,427
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BEACHFLEISCHMAN PC
Accountancy firm EIN2020-06-30860683059
2019 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$855,963
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$433,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$431,494
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$684,220
Value of total assets at end of year2019-06-30$3,907,554
Value of total assets at beginning of year2019-06-30$3,484,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,760
Total interest from all sources2019-06-30$3,984
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30No
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$429,309
Participant contributions at end of year2019-06-30$19,425
Participant contributions at beginning of year2019-06-30$15,096
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$16,000
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$1,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$422,709
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,907,554
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,484,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,573,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,231,720
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$3,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$303,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$229,008
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$167,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$238,911
Employer contributions (assets) at end of year2019-06-30$10,735
Employer contributions (assets) at beginning of year2019-06-30$9,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$431,494
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BEACHFLEISCHMAN PC
Accountancy firm EIN2019-06-30860683059
2018 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$921,596
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$281,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$279,508
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$697,014
Value of total assets at end of year2018-06-30$3,484,845
Value of total assets at beginning of year2018-06-30$2,844,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,760
Total interest from all sources2018-06-30$1,970
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$414,331
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Participant contributions at end of year2018-06-30$15,096
Participant contributions at beginning of year2018-06-30$15,789
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$30,247
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$1,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$640,328
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,484,845
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,844,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,231,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,653,570
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$1,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$229,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$165,390
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$222,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$252,436
Employer contributions (assets) at end of year2018-06-30$9,021
Employer contributions (assets) at beginning of year2018-06-30$9,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$279,508
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BEACH FLEISCHMAN PC
Accountancy firm EIN2018-06-30860683059
2017 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$208
Total income from all sources (including contributions)2017-06-30$971,822
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$181,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$178,952
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$711,069
Value of total assets at end of year2017-06-30$2,844,517
Value of total assets at beginning of year2017-06-30$2,054,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,853
Total interest from all sources2017-06-30$1,804
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$442,605
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$54,075
Participant contributions at end of year2017-06-30$15,789
Participant contributions at beginning of year2017-06-30$15,225
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$10,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$208
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$2,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$790,017
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,844,517
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,054,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,653,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,976,757
Interest on participant loans2017-06-30$443
Interest earned on other investments2017-06-30$1,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$165,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$258,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$257,872
Employer contributions (assets) at end of year2017-06-30$9,768
Employer contributions (assets) at beginning of year2017-06-30$8,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$178,952
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BEACH FLEISCHMAN PC
Accountancy firm EIN2017-06-30860683059
2016 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$679,856
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$193,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$183,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$666,958
Value of total assets at end of year2016-06-30$2,054,708
Value of total assets at beginning of year2016-06-30$1,568,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$10,271
Total interest from all sources2016-06-30$1,108
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$386,885
Participant contributions at end of year2016-06-30$54,075
Participant contributions at beginning of year2016-06-30$13,164
Participant contributions at end of year2016-06-30$15,225
Participant contributions at beginning of year2016-06-30$14,448
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$78,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$486,170
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,054,500
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,568,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,976,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,534,146
Interest on participant loans2016-06-30$1,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$11,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$201,305
Employer contributions (assets) at end of year2016-06-30$8,651
Employer contributions (assets) at beginning of year2016-06-30$6,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$183,415
Contract administrator fees2016-06-30$10,271
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BEACH FLEISCHMAN PC
Accountancy firm EIN2016-06-30860683059
2015 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$146
Total income from all sources (including contributions)2015-06-30$608,201
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$447,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$441,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$574,780
Value of total assets at end of year2015-06-30$1,568,330
Value of total assets at beginning of year2015-06-30$1,408,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$6,941
Total interest from all sources2015-06-30$613
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$347,768
Participant contributions at end of year2015-06-30$13,164
Participant contributions at beginning of year2015-06-30$14,722
Participant contributions at end of year2015-06-30$14,448
Participant contributions at beginning of year2015-06-30$12,153
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$62,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$160,233
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,568,330
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,408,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,534,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,375,446
Interest on participant loans2015-06-30$613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$32,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$164,196
Employer contributions (assets) at end of year2015-06-30$6,572
Employer contributions (assets) at beginning of year2015-06-30$5,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$441,027
Contract administrator fees2015-06-30$6,941
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BEACH FLEISCHMAN PC
Accountancy firm EIN2015-06-30860683059
2014 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$611,185
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$206,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$201,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$433,631
Value of total assets at end of year2014-06-30$1,408,243
Value of total assets at beginning of year2014-06-30$1,003,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,124
Total interest from all sources2014-06-30$543
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$293,216
Participant contributions at end of year2014-06-30$14,722
Participant contributions at beginning of year2014-06-30$7,902
Participant contributions at end of year2014-06-30$12,153
Participant contributions at beginning of year2014-06-30$8,712
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$10,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$404,625
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,408,097
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,003,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,375,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$983,686
Interest on participant loans2014-06-30$543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$177,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$130,092
Employer contributions (assets) at end of year2014-06-30$5,922
Employer contributions (assets) at beginning of year2014-06-30$3,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$201,436
Contract administrator fees2014-06-30$5,124
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BEACH FLEISCHMAN PC
Accountancy firm EIN2014-06-30860683059
2013 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$5,047
Total income from all sources (including contributions)2013-06-30$349,026
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$97,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$95,899
Value of total corrective distributions2013-06-30$368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$258,539
Value of total assets at end of year2013-06-30$1,003,472
Value of total assets at beginning of year2013-06-30$756,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$950
Total interest from all sources2013-06-30$216
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$178,763
Participant contributions at end of year2013-06-30$7,902
Participant contributions at beginning of year2013-06-30$8,691
Participant contributions at end of year2013-06-30$8,712
Participant contributions at beginning of year2013-06-30$5,561
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$3,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$5,047
Administrative expenses (other) incurred2013-06-30$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$251,809
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,003,472
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$751,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$983,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$736,242
Interest on participant loans2013-06-30$216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$90,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$75,980
Employer contributions (assets) at end of year2013-06-30$3,172
Employer contributions (assets) at beginning of year2013-06-30$6,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$95,899
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BEACH FLEISCHMAN PC
Accountancy firm EIN2013-06-30860683059
2012 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$5,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$5,172
Total income from all sources (including contributions)2012-06-30$228,053
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$45,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$38,422
Value of total corrective distributions2012-06-30$5,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$220,440
Value of total assets at end of year2012-06-30$756,710
Value of total assets at beginning of year2012-06-30$573,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,725
Total interest from all sources2012-06-30$604
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$139,780
Participant contributions at end of year2012-06-30$8,691
Participant contributions at beginning of year2012-06-30$15,540
Participant contributions at end of year2012-06-30$5,561
Participant contributions at beginning of year2012-06-30$4,435
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$20,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$5,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$5,172
Administrative expenses (other) incurred2012-06-30$1,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$182,859
Value of net assets at end of year (total assets less liabilities)2012-06-30$751,663
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$568,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$736,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$552,428
Interest on participant loans2012-06-30$604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$7,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$59,680
Employer contributions (assets) at end of year2012-06-30$6,216
Employer contributions (assets) at beginning of year2012-06-30$1,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$38,422
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BEACH FLEISCHMAN PC
Accountancy firm EIN2012-06-30860683059
2011 : GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$5,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$4,783
Total income from all sources (including contributions)2011-06-30$204,726
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$35,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$25,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$123,921
Value of total assets at end of year2011-06-30$573,976
Value of total assets at beginning of year2011-06-30$403,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$9,271
Total interest from all sources2011-06-30$765
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$93,533
Participant contributions at end of year2011-06-30$15,540
Participant contributions at beginning of year2011-06-30$21,604
Participant contributions at end of year2011-06-30$4,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$5,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$4,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$169,619
Value of net assets at end of year (total assets less liabilities)2011-06-30$568,804
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$399,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$552,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$382,364
Interest on participant loans2011-06-30$765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$80,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$30,388
Employer contributions (assets) at end of year2011-06-30$1,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$25,836
Contract administrator fees2011-06-30$9,271
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DEVRIES CPAS OF ARIZONA PC
Accountancy firm EIN2011-06-30860695888

Form 5500 Responses for GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN

2020: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF SOUTHERN ARIZONA, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan 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 number
Policy instance 1
Number of Individuals Covered559
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,321
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2321
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 number059898G
Policy instance 1
Insurance contract or identification number059898G
Number of Individuals Covered506
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,321
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2321
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 number059898G
Policy instance 1
Insurance contract or identification number059898G
Number of Individuals Covered521
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $566
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees566
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 number059898G
Policy instance 1
Insurance contract or identification number059898G
Number of Individuals Covered526
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,269
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3269
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 number059898G
Policy instance 1
Insurance contract or identification number059898G
Number of Individuals Covered482
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,222
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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