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GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN
Plan identification number 001

GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GOODWILL INDUSTRIES OF LANE AND SOUTH COAST COUNTIES has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF LANE AND SOUTH COAST COUNTIES
Employer identification number (EIN):930572370
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Additional information about GOODWILL INDUSTRIES OF LANE AND SOUTH COAST COUNTIES

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2068-12-27
Company Identification Number: 8516114
Legal Registered Office Address: 1010 GREEN ACRES RD

EUGENE
United States of America (USA)
97408

More information about GOODWILL INDUSTRIES OF LANE AND SOUTH COAST COUNTIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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
0012017-01-01KRISTY LANGWORTHY
0012016-01-01KRISTY LANGWORTHY
0012015-01-01KRISTY LANGWORTHY
0012014-01-01KRISTY LANGWORTHY
0012013-01-01KRISTY LANGWORTHY
0012012-01-01KRISTY LANGWORTHY
0012011-01-01KRISTY LANGWORTHY
0012010-01-01KRISTY LANGWORTHY
0012009-01-01KRISTY LANGWORTHY

Plan Statistics for GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01590
Total number of active participants reported on line 7a of the Form 55002022-01-01540
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01579
Number of participants with account balances2022-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01533
Total number of active participants reported on line 7a of the Form 55002021-01-01547
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01589
Number of participants with account balances2021-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01681
Total number of active participants reported on line 7a of the Form 55002020-01-01478
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01518
Total participants2020-01-01518
Number of participants with account balances2020-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01604
Total number of active participants reported on line 7a of the Form 55002019-01-01661
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01681
Number of participants with account balances2019-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01617
Total number of active participants reported on line 7a of the Form 55002018-01-01544
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01581
Number of participants with account balances2018-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01621
Total number of active participants reported on line 7a of the Form 55002017-01-01579
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01617
Number of participants with account balances2017-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01585
Total number of active participants reported on line 7a of the Form 55002016-01-01588
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01612
Number of participants with account balances2016-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01506
Total number of active participants reported on line 7a of the Form 55002015-01-01559
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01577
Total participants2015-01-01577
Number of participants with account balances2015-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01530
Total number of active participants reported on line 7a of the Form 55002014-01-01482
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01506
Number of participants with account balances2014-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01516
Total number of active participants reported on line 7a of the Form 55002013-01-01504
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01530
Number of participants with account balances2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01455
Total number of active participants reported on line 7a of the Form 55002012-01-01490
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01516
Total participants2012-01-01516
Number of participants with account balances2012-01-01110
2011: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01436
Total number of active participants reported on line 7a of the Form 55002011-01-01436
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01455
Number of participants with account balances2011-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01393
Total number of active participants reported on line 7a of the Form 55002010-01-01433
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01453
Number of participants with account balances2010-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01376
Total number of active participants reported on line 7a of the Form 55002009-01-01378
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01398
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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$401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-87,128
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$128,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$124,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$606,192
Value of total assets at end of year2022-12-31$3,787,329
Value of total assets at beginning of year2022-12-31$4,002,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,374
Total interest from all sources2022-12-31$3,234
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$45,770
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$45,770
Administrative expenses professional fees incurred2022-12-31$4,374
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,258
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$334,896
Participant contributions at end of year2022-12-31$27,893
Participant contributions at beginning of year2022-12-31$53,890
Participant contributions at end of year2022-12-31$5
Participant contributions at beginning of year2022-12-31$19
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$29
Total non interest bearing cash at beginning of year2022-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-215,652
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,786,928
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,002,580
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$3,703,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,915,512
Interest on participant loans2022-12-31$2,462
Interest earned on other investments2022-12-31$344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$55,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$33,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-226,927
Net investment gain/loss from pooled separate accounts2022-12-31$-515,397
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$264,263
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$19
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$124,150
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 name2022-12-31JONES & ROTH, P.C.
Accountancy firm EIN2022-12-31930819646
2021 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$846,245
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$282,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$278,958
Expenses. Certain deemed distributions of participant loans2021-12-31$2,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$320,938
Value of total assets at end of year2021-12-31$4,002,580
Value of total assets at beginning of year2021-12-31$3,438,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$764
Total interest from all sources2021-12-31$5,947
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$764
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$343,851
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$198,948
Participant contributions at end of year2021-12-31$53,890
Participant contributions at beginning of year2021-12-31$88,556
Participant contributions at end of year2021-12-31$19
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$29
Total non interest bearing cash at beginning of year2021-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$564,075
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,002,580
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,438,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$3,915,512
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,183,483
Interest on participant loans2021-12-31$5,694
Interest earned on other investments2021-12-31$253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$33,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$166,437
Net investment gain/loss from pooled separate accounts2021-12-31$519,360
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$99,013
Employer contributions (assets) at end of year2021-12-31$19
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$278,958
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 name2021-12-31JONES & ROTH, P.C.
Accountancy firm EIN2021-12-31930819646
2020 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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$688,558
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$207,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$204,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$289,619
Value of total assets at end of year2020-12-31$3,438,505
Value of total assets at beginning of year2020-12-31$2,957,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,455
Total interest from all sources2020-12-31$7,720
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,455
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$295,760
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$186,801
Participant contributions at end of year2020-12-31$88,556
Participant contributions at beginning of year2020-12-31$113,782
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$15,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$29
Total non interest bearing cash at beginning of year2020-12-31$25,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$480,911
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,438,505
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,957,594
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$3,183,483
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,796,590
Interest on participant loans2020-12-31$6,093
Interest earned on other investments2020-12-31$1,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$166,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$22,194
Net investment gain/loss from pooled separate accounts2020-12-31$391,219
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$87,449
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$204,192
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31JONES & ROTH, P.C.
Accountancy firm EIN2020-12-31930819646
2019 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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$859,339
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$158,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$154,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$356,077
Value of total assets at end of year2019-12-31$2,957,594
Value of total assets at beginning of year2019-12-31$2,256,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,300
Total interest from all sources2019-12-31$8,323
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$3,300
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$225,632
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$232,219
Participant contributions at end of year2019-12-31$113,782
Participant contributions at beginning of year2019-12-31$94,455
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$25,028
Total non interest bearing cash at beginning of year2019-12-31$10,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$701,274
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,957,594
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,256,320
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$2,796,590
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,135,117
Interest on participant loans2019-12-31$8,058
Interest earned on other investments2019-12-31$265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,951
Net investment gain/loss from pooled separate accounts2019-12-31$494,939
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$123,858
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$154,765
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 name2019-12-31JONES & ROTH, P.C.
Accountancy firm EIN2019-12-31930819646
2018 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$174,337
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$125,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$120,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$316,881
Value of total assets at end of year2018-12-31$2,256,320
Value of total assets at beginning of year2018-12-31$2,207,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,547
Total interest from all sources2018-12-31$6,284
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,547
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$220,796
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$208,018
Participant contributions at end of year2018-12-31$94,455
Participant contributions at beginning of year2018-12-31$89,735
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$483
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$10,797
Total non interest bearing cash at beginning of year2018-12-31$5,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$48,369
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,256,320
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,207,951
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,097,584
Value of interest in pooled separate accounts at end of year2018-12-31$2,135,117
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$6,225
Interest earned on other investments2018-12-31$59
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$16,107
Net investment gain/loss from pooled separate accounts2018-12-31$-164,935
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$107,844
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$120,421
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 name2018-12-31JONES & ROTH, P.C.
Accountancy firm EIN2018-12-31930819646
2017 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$463
Total income from all sources (including contributions)2017-12-31$580,637
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$276,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$271,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$322,949
Value of total assets at end of year2017-12-31$2,207,951
Value of total assets at beginning of year2017-12-31$1,904,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,415
Total interest from all sources2017-12-31$5,665
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
Administrative expenses professional fees incurred2017-12-31$5,415
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
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$199,122
Participant contributions at end of year2017-12-31$89,735
Participant contributions at beginning of year2017-12-31$92,351
Participant contributions at end of year2017-12-31$483
Participant contributions at beginning of year2017-12-31$24,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,863
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$463
Other income not declared elsewhere2017-12-31$212
Total non interest bearing cash at end of year2017-12-31$5,970
Total non interest bearing cash at beginning of year2017-12-31$5,930
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$303,741
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,207,951
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,904,210
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$2,097,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,719,851
Interest on participant loans2017-12-31$5,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$59,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$59,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$251,811
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$106,964
Employer contributions (assets) at end of year2017-12-31$3,893
Employer contributions (assets) at beginning of year2017-12-31$3,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$271,481
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 name2017-12-31JONES & ROTH, P.C.
Accountancy firm EIN2017-12-31930819646
2016 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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$463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$361,439
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$39,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$263,748
Value of total assets at end of year2016-12-31$1,904,673
Value of total assets at beginning of year2016-12-31$1,582,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,736
Total interest from all sources2016-12-31$5,736
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
Administrative expenses professional fees incurred2016-12-31$3,736
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$177,939
Participant contributions at end of year2016-12-31$92,351
Participant contributions at beginning of year2016-12-31$92,373
Participant contributions at end of year2016-12-31$24,000
Participant contributions at beginning of year2016-12-31$3,902
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$35
Total non interest bearing cash at end of year2016-12-31$5,930
Total non interest bearing cash at beginning of year2016-12-31$93
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$321,568
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,904,210
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,582,642
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$1,719,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,475,790
Interest on participant loans2016-12-31$5,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$59,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$91,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$85,809
Employer contributions (assets) at end of year2016-12-31$3,076
Employer contributions (assets) at beginning of year2016-12-31$3,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,135
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 name2016-12-31JONES & ROTH, P.C.
Accountancy firm EIN2016-12-31930819646
2015 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$209,940
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$134,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$129,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$244,001
Value of total assets at end of year2015-12-31$1,582,642
Value of total assets at beginning of year2015-12-31$1,506,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,231
Total interest from all sources2015-12-31$6,014
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
Administrative expenses professional fees incurred2015-12-31$4,231
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
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$163,262
Participant contributions at end of year2015-12-31$92,373
Participant contributions at beginning of year2015-12-31$101,665
Participant contributions at end of year2015-12-31$3,902
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$93
Total non interest bearing cash at beginning of year2015-12-31$18,645
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$75,924
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,582,642
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,506,718
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$1,475,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,373,802
Interest on participant loans2015-12-31$6,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-40,075
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$80,739
Employer contributions (assets) at end of year2015-12-31$3,125
Employer contributions (assets) at beginning of year2015-12-31$4,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$129,785
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 name2015-12-31JONES & ROTH, P.C.
Accountancy firm EIN2015-12-31930819646
2014 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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$252,806
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$107,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$102,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$209,305
Value of total assets at end of year2014-12-31$1,506,718
Value of total assets at beginning of year2014-12-31$1,360,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,445
Total interest from all sources2014-12-31$5,846
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
Administrative expenses professional fees incurred2014-12-31$4,445
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
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$135,806
Participant contributions at end of year2014-12-31$101,665
Participant contributions at beginning of year2014-12-31$80,139
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$3,123
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 liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$18,645
Total non interest bearing cash at beginning of year2014-12-31$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$145,757
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,506,718
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,360,961
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$1,373,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,272,006
Interest on participant loans2014-12-31$5,835
Interest earned on other investments2014-12-31$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$37,655
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$70,376
Employer contributions (assets) at end of year2014-12-31$4,122
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$102,604
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 name2014-12-31JONES & ROTH, P.C.
Accountancy firm EIN2014-12-31930819646
2013 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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$408,686
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$144,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$105,278
Expenses. Certain deemed distributions of participant loans2013-12-31$33,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$216,987
Value of total assets at end of year2013-12-31$1,360,961
Value of total assets at beginning of year2013-12-31$1,096,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,778
Total interest from all sources2013-12-31$5,378
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
Administrative expenses professional fees incurred2013-12-31$4,778
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$125,000
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$142,478
Participant contributions at end of year2013-12-31$80,139
Participant contributions at beginning of year2013-12-31$91,392
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$17,374
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,263
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 liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$93
Total non interest bearing cash at beginning of year2013-12-31$93
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$264,636
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,360,961
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,096,325
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$1,272,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$961,394
Interest on participant loans2013-12-31$5,349
Interest earned on other investments2013-12-31$29
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$25,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$25,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$186,321
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$67,246
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$105,278
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 name2013-12-31JONES & ROTH, P.C.
Accountancy firm EIN2013-12-31930819646
2012 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$328,147
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$216,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$210,942
Expenses. Certain deemed distributions of participant loans2012-12-31$1,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$217,571
Value of total assets at end of year2012-12-31$1,096,325
Value of total assets at beginning of year2012-12-31$984,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,561
Total interest from all sources2012-12-31$4,667
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
Administrative expenses professional fees incurred2012-12-31$3,561
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$125,000
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$151,489
Participant contributions at end of year2012-12-31$91,392
Participant contributions at beginning of year2012-12-31$95,625
Participant contributions at end of year2012-12-31$17,374
Participant contributions at beginning of year2012-12-31$105
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$773
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$1,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$93
Total non interest bearing cash at beginning of year2012-12-31$93
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$111,926
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,096,325
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$984,399
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$961,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$855,491
Interest on participant loans2012-12-31$4,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$25,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$29,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$29,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$105,909
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$65,309
Employer contributions (assets) at end of year2012-12-31$494
Employer contributions (assets) at beginning of year2012-12-31$1,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$210,942
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$331
Total income from all sources (including contributions)2011-12-31$124,622
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$180,970
Value of total assets at end of year2011-12-31$984,399
Value of total assets at beginning of year2011-12-31$875,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,154
Total interest from all sources2011-12-31$5,858
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
Administrative expenses professional fees incurred2011-12-31$2,154
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
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$105,923
Participant contributions at end of year2011-12-31$95,625
Participant contributions at beginning of year2011-12-31$88,915
Participant contributions at end of year2011-12-31$105
Participant contributions at beginning of year2011-12-31$15
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$331
Total non interest bearing cash at end of year2011-12-31$93
Total non interest bearing cash at beginning of year2011-12-31$228
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$109,345
Value of net assets at end of year (total assets less liabilities)2011-12-31$984,399
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$875,054
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$855,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$775,636
Interest on participant loans2011-12-31$5,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$29,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-62,206
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$70,231
Employer contributions (assets) at end of year2011-12-31$1,630
Employer contributions (assets) at beginning of year2011-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,123
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$661
Total income from all sources (including contributions)2010-12-31$242,004
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$78,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$76,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$155,185
Value of total assets at end of year2010-12-31$875,385
Value of total assets at beginning of year2010-12-31$712,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,969
Total interest from all sources2010-12-31$5,905
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
Administrative expenses professional fees incurred2010-12-31$1,969
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
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$95,802
Participant contributions at end of year2010-12-31$88,915
Participant contributions at beginning of year2010-12-31$91,612
Participant contributions at end of year2010-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$661
Total non interest bearing cash at end of year2010-12-31$228
Total non interest bearing cash at beginning of year2010-12-31$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$163,496
Value of net assets at end of year (total assets less liabilities)2010-12-31$875,054
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$711,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$775,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$570,909
Interest on participant loans2010-12-31$5,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$49,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$49,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$80,914
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$59,383
Employer contributions (assets) at end of year2010-12-31$15
Employer contributions (assets) at beginning of year2010-12-31$254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$76,539
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN

2022: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76820
Policy instance 1
Insurance contract or identification numberG76820
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-08-22
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76820
Policy instance 1
Insurance contract or identification numberG76820
Number of Individuals Covered108
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76820
Policy instance 1
Insurance contract or identification numberG76820
Number of Individuals Covered104
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,325
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $14,325
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76820
Policy instance 1
Insurance contract or identification numberG76820
Number of Individuals Covered113
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,679
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $12,679
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76820
Policy instance 1
Insurance contract or identification numberG76820
Number of Individuals Covered122
Insurance policy start date2018-05-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,429
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $7,429
Insurance broker organization code?3

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