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GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN
Plan identification number 001

GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF THE INLAND NORTHWEST has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF THE INLAND NORTHWEST
Employer identification number (EIN):910597006
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about GOODWILL INDUSTRIES OF THE INLAND NORTHWEST

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1942-04-13
Company Identification Number: 328010997
Legal Registered Office Address: 130 E THIRD AVE

SPOKANE
United States of America (USA)
992020000

More information about GOODWILL INDUSTRIES OF THE INLAND NORTHWEST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MERRILEE DOWNS
0012016-01-01MERRILEE DOWNS MERRILEE DOWNS2017-07-21
0012015-01-01MERRILEE DOWNS MERRILEE DOWNS2016-07-19
0012014-01-01MERRILEE DOWNS MERRILEE DOWNS2015-07-24
0012013-01-01MERRILEE DOWNS MERRILEE DOWNS2014-07-16
0012012-01-01MERRILEE DOWNS MERRILEE DOWNS2013-07-03
0012011-01-01MERRILEE DOWNS MERRILEE DOWNS2012-08-17
0012009-01-01MERRILEE PLOWMAN MERRILEE PLOWMAN2010-08-16

Plan Statistics for GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01530
Total number of active participants reported on line 7a of the Form 55002022-01-01370
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01415
Number of participants with account balances2022-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01510
Total number of active participants reported on line 7a of the Form 55002021-01-01328
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01141
Total of all active and inactive participants2021-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01471
Number of participants with account balances2021-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01473
Total number of active participants reported on line 7a of the Form 55002020-01-01341
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01446
Number of participants with account balances2020-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01447
Total number of active participants reported on line 7a of the Form 55002019-01-01345
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0171
Total of all active and inactive participants2019-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01416
Number of participants with account balances2019-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01403
Total number of active participants reported on line 7a of the Form 55002018-01-01362
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01408
Number of participants with account balances2018-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01423
Total number of active participants reported on line 7a of the Form 55002017-01-01326
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01349
Number of participants with account balances2017-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01422
Total number of active participants reported on line 7a of the Form 55002016-01-01297
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0180
Total of all active and inactive participants2016-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01377
Number of participants with account balances2016-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01374
Total number of active participants reported on line 7a of the Form 55002015-01-01295
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0162
Total of all active and inactive participants2015-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01357
Number of participants with account balances2015-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01354
Total number of active participants reported on line 7a of the Form 55002014-01-01279
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01323
Number of participants with account balances2014-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01344
Total number of active participants reported on line 7a of the Form 55002013-01-01274
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01314
Number of participants with account balances2013-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01339
Total number of active participants reported on line 7a of the Form 55002012-01-01266
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01301
Number of participants with account balances2012-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01344
Total number of active participants reported on line 7a of the Form 55002011-01-01266
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01300
Number of participants with account balances2011-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01303
Total number of active participants reported on line 7a of the Form 55002009-01-01259
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01286
Number of participants with account balances2009-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-255,471
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$681,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$667,129
Value of total corrective distributions2022-12-31$3,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$449,335
Value of total assets at end of year2022-12-31$3,631,286
Value of total assets at beginning of year2022-12-31$4,568,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,933
Total interest from all sources2022-12-31$311
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$152,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$152,076
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$358,154
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$217
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-936,805
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,631,286
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,568,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,507,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,454,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$32,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$27,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$27,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-857,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$90,964
Employer contributions (assets) at end of year2022-12-31$90,964
Employer contributions (assets) at beginning of year2022-12-31$85,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$667,129
Contract administrator fees2022-12-31$10,933
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2022-12-31208149084
2021 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$957,621
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$261,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$256,348
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$3,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$437,851
Value of total assets at end of year2021-12-31$4,568,091
Value of total assets at beginning of year2021-12-31$3,871,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,510
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$219,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$219,526
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$352,255
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$696,546
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,568,091
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,871,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,510
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,454,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,765,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$27,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$22,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$22,625
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$300,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$85,596
Employer contributions (assets) at end of year2021-12-31$85,596
Employer contributions (assets) at beginning of year2021-12-31$83,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$256,348
Contract administrator fees2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2021-12-31208149084
2020 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$925,928
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$395,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$388,923
Value of total corrective distributions2020-12-31$4,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$424,377
Value of total assets at end of year2020-12-31$3,871,545
Value of total assets at beginning of year2020-12-31$3,340,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,525
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$114,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$114,407
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$329,754
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,992
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$530,827
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,871,545
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,340,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,765,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,244,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$22,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$387,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$83,631
Employer contributions (assets) at end of year2020-12-31$83,291
Employer contributions (assets) at beginning of year2020-12-31$93,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$388,923
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2020-12-31208149084
2019 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,028,759
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$342,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$338,178
Value of total corrective distributions2019-12-31$2,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$504,487
Value of total assets at end of year2019-12-31$3,340,718
Value of total assets at beginning of year2019-12-31$2,654,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,805
Total interest from all sources2019-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$118,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$118,654
Administrative expenses professional fees incurred2019-12-31$1,805
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$367,002
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,261
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$686,325
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,340,718
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,654,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,244,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,563,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$405,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$93,224
Employer contributions (assets) at end of year2019-12-31$93,224
Employer contributions (assets) at beginning of year2019-12-31$88,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$338,178
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2019-12-31208149084
2018 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,186
Total income from all sources (including contributions)2018-12-31$302,741
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$174,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$172,942
Value of total corrective distributions2018-12-31$610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$440,714
Value of total assets at end of year2018-12-31$2,654,393
Value of total assets at beginning of year2018-12-31$2,529,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,285
Total interest from all sources2018-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$110,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$110,142
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$352,118
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$50
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$127,904
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,654,393
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,526,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,563,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,456,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-248,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$88,596
Employer contributions (assets) at end of year2018-12-31$88,596
Employer contributions (assets) at beginning of year2018-12-31$71,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$172,942
Contract administrator fees2018-12-31$1,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,186
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2018-12-31208149084
2017 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,017
Total income from all sources (including contributions)2017-12-31$702,644
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$126,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$120,031
Value of total corrective distributions2017-12-31$3,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$361,415
Value of total assets at end of year2017-12-31$2,529,675
Value of total assets at beginning of year2017-12-31$1,951,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,980
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$289,498
Participant contributions at end of year2017-12-31$50
Participant contributions at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,980
Total non interest bearing cash at end of year2017-12-31$993
Total non interest bearing cash at beginning of year2017-12-31$183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$576,447
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,526,489
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,950,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,456,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,884,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$341,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$71,917
Employer contributions (assets) at end of year2017-12-31$71,917
Employer contributions (assets) at beginning of year2017-12-31$66,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$120,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,186
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,017
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2017-12-31208149084
2016 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$767
Total income from all sources (including contributions)2016-12-31$501,608
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$189,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$185,402
Value of total corrective distributions2016-12-31$1,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$368,831
Value of total assets at end of year2016-12-31$1,951,059
Value of total assets at beginning of year2016-12-31$1,638,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,616
Total interest from all sources2016-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$268,043
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,605
Other income not declared elsewhere2016-12-31$-1,352
Administrative expenses (other) incurred2016-12-31$1,365
Total non interest bearing cash at end of year2016-12-31$183
Total non interest bearing cash at beginning of year2016-12-31$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$312,573
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,950,042
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,637,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,884,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,524,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$54,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$204,549
Net investment gain/loss from pooled separate accounts2016-12-31$-70,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$66,183
Employer contributions (assets) at end of year2016-12-31$66,183
Employer contributions (assets) at beginning of year2016-12-31$59,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$185,402
Contract administrator fees2016-12-31$1,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,017
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$767
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2016-12-31208149084
2015 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$283,754
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$136,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$122,401
Value of total corrective distributions2015-12-31$767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$301,294
Value of total assets at end of year2015-12-31$1,638,236
Value of total assets at beginning of year2015-12-31$1,490,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,138
Total interest from all sources2015-12-31$326
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$224,963
Participant contributions at end of year2015-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,476
Administrative expenses (other) incurred2015-12-31$57
Total non interest bearing cash at end of year2015-12-31$149
Total non interest bearing cash at beginning of year2015-12-31$959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$147,448
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,637,469
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,490,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,524,152
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,378,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$54,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$63,653
Net investment gain/loss from pooled separate accounts2015-12-31$-17,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$59,855
Employer contributions (assets) at end of year2015-12-31$59,855
Employer contributions (assets) at beginning of year2015-12-31$47,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$122,401
Contract administrator fees2015-12-31$13,081
Liabilities. Value of benefit claims payable at end of year2015-12-31$767
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2015-12-31208149084
2014 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$297,772
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$263,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$250,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$224,947
Value of total assets at end of year2014-12-31$1,490,021
Value of total assets at beginning of year2014-12-31$1,455,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,445
Total interest from all sources2014-12-31$361
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$177,622
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$959
Total non interest bearing cash at beginning of year2014-12-31$245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$34,655
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,490,021
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,455,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,378,393
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,348,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$63,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$63,703
Net investment gain/loss from pooled separate accounts2014-12-31$72,464
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$47,325
Employer contributions (assets) at end of year2014-12-31$47,016
Employer contributions (assets) at beginning of year2014-12-31$42,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$250,672
Contract administrator fees2014-12-31$12,445
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2014-12-31208149084
2013 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$420,797
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$565,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$553,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$201,935
Value of total assets at end of year2013-12-31$1,455,366
Value of total assets at beginning of year2013-12-31$1,600,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,590
Total interest from all sources2013-12-31$595
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$158,602
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$728
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-31
Total non interest bearing cash at end of year2013-12-31$245
Total non interest bearing cash at beginning of year2013-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-145,038
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,455,366
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,600,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,348,817
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,498,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$63,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$63,822
Net investment gain/loss from pooled separate accounts2013-12-31$218,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$42,605
Employer contributions (assets) at end of year2013-12-31$42,601
Employer contributions (assets) at beginning of year2013-12-31$38,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$553,245
Contract administrator fees2013-12-31$12,590
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2013-12-31208149084
2012 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$359,131
Total of all expenses incurred2012-12-31$114,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$102,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$179,429
Value of total assets at end of year2012-12-31$1,600,404
Value of total assets at beginning of year2012-12-31$1,356,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,621
Total interest from all sources2012-12-31$745
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$141,298
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$175
Total non interest bearing cash at end of year2012-12-31$75
Total non interest bearing cash at beginning of year2012-12-31$5,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$244,327
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,600,404
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,356,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,498,376
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,257,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$63,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$55,427
Net investment gain/loss from pooled separate accounts2012-12-31$178,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$38,131
Employer contributions (assets) at end of year2012-12-31$38,131
Employer contributions (assets) at beginning of year2012-12-31$36,970
Income. Dividends from preferred stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$102,183
Contract administrator fees2012-12-31$12,621
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2012-12-31208149084
2011 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,404
Total income from all sources (including contributions)2011-12-31$206,718
Total of all expenses incurred2011-12-31$208,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$195,928
Value of total corrective distributions2011-12-31$573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$237,552
Value of total assets at end of year2011-12-31$1,356,077
Value of total assets at beginning of year2011-12-31$1,359,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,954
Total interest from all sources2011-12-31$924
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$159,938
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$85
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$36,470
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$29
Other income not declared elsewhere2011-12-31$1,376
Total non interest bearing cash at end of year2011-12-31$5,791
Total non interest bearing cash at beginning of year2011-12-31$1,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,737
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,356,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,357,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,257,714
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,276,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$55,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$45,026
Net investment gain/loss from pooled separate accounts2011-12-31$-33,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$41,144
Employer contributions (assets) at end of year2011-12-31$36,970
Employer contributions (assets) at beginning of year2011-12-31$36,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$195,928
Contract administrator fees2011-12-31$11,954
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,404
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ANASTASI & MOORE PLLC
Accountancy firm EIN2011-12-31208149084
2010 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,404
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$346,942
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$189,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$178,951
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$183,666
Value of total assets at end of year2010-12-31$1,359,218
Value of total assets at beginning of year2010-12-31$1,200,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,934
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$1,052
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$146,549
Participant contributions at end of year2010-12-31$85
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$879
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$29
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$1,759
Total non interest bearing cash at beginning of year2010-12-31$88
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$157,057
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,357,814
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,200,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$1,276,317
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,112,977
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$45,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$45,692
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$162,224
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$36,238
Employer contributions (assets) at end of year2010-12-31$36,002
Employer contributions (assets) at beginning of year2010-12-31$42,000
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$178,951
Contract administrator fees2010-12-31$10,934
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,404
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ANASTASI & MOORE PLLC
Accountancy firm EIN2010-12-31208149084
2009 : GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN

2022: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73793
Policy instance 1
Insurance contract or identification number73793
Number of Individuals Covered232
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,776
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?No
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 Administration0
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?Yes
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 $7,776
Insurance broker organization code?3
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameCARLSON & SEVIGNY TPA SERV
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73793
Policy instance 1
Insurance contract or identification number73793
Number of Individuals Covered227
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,318
Total amount of fees paid to insurance companyUSD $59
Are there contracts with allocated funds for individual policies?No
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 Administration0
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?Yes
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 $7,318
Insurance broker organization code?3
Amount paid for insurance broker fees59
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameRETIREMENT PLAN SPECIALISTS INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73793
Policy instance 1
Insurance contract or identification number73793
Number of Individuals Covered207
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,541
Total amount of fees paid to insurance companyUSD $756
Are there contracts with allocated funds for individual policies?No
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 Administration0
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?Yes
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 $7,541
Insurance broker organization code?3
Amount paid for insurance broker fees756
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameRETIREMENT PLAN SPECIALISTS INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73793
Policy instance 1
Insurance contract or identification number73793
Number of Individuals Covered198
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,331
Total amount of fees paid to insurance companyUSD $750
Are there contracts with allocated funds for individual policies?No
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 Administration0
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?Yes
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 $7,331
Insurance broker organization code?3
Amount paid for insurance broker fees735
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameCARLSON & SEVIGNY TPA SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73793
Policy instance 1
Insurance contract or identification number73793
Number of Individuals Covered189
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,924
Total amount of fees paid to insurance companyUSD $634
Are there contracts with allocated funds for individual policies?No
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 Administration0
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73793
Policy instance 1
Insurance contract or identification number73793
Number of Individuals Covered180
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,956
Total amount of fees paid to insurance companyUSD $592
Are there contracts with allocated funds for individual policies?No
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 Administration0
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?Yes
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 $5,956
Additional information about fees paid to insurance brokerINVESTMENT SERVICES
Insurance broker organization code?3
Amount paid for insurance broker fees552
Insurance broker nameCARLSON & SEVIGNY TPA SERVICES

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