401k Plan data: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. plan

THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 401k Plan overview

Plan Name	THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC.
Plan identification number	002

THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. Benefits

401k Plan Type

Defined 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: GOODWILL INDUSTRIES OF TULSA, INC.

Employer identification number (EIN): 730614297

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KARLA DAVIS 2023-10-12 KARLA DAVIS 2023-10-12
002 2022-01-01 DAVID E. OLIVER 2024-01-29 CELIA M. ARMSTRONG 2024-01-29
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 HOGANTAYLOR LLP PREPARER
002 2017-01-01 HOGANTAYLOR LLP PREPARER
002 2016-01-01 HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER 2017-07-25
002 2015-01-01 HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER 2016-07-26
002 2014-01-01 HOGANTAYLOR LLP PREPARER
002 2013-01-01 HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER 2014-10-15
002 2012-01-01 HOGANTAYLOR LLP PREPARER
002 2011-01-01 HOGANTAYLOR LLP PREPARER
002 2010-01-01 HOGANTAYLOR LLP PREPARER
002 2009-01-01 HOGANTAYLOR LLP PREPARER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KARLA DAVIS	2023-10-12	KARLA DAVIS	2023-10-12
002	2022-01-01	DAVID E. OLIVER	2024-01-29	CELIA M. ARMSTRONG	2024-01-29
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	HOGANTAYLOR LLP PREPARER
002	2017-01-01	HOGANTAYLOR LLP PREPARER
002	2016-01-01	HOGANTAYLOR LLP PREPARER		HOGANTAYLOR LLP PREPARER	2017-07-25
002	2015-01-01	HOGANTAYLOR LLP PREPARER		HOGANTAYLOR LLP PREPARER	2016-07-26
002	2014-01-01	HOGANTAYLOR LLP PREPARER
002	2013-01-01	HOGANTAYLOR LLP PREPARER		HOGANTAYLOR LLP PREPARER	2014-10-15
002	2012-01-01	HOGANTAYLOR LLP PREPARER
002	2011-01-01	HOGANTAYLOR LLP PREPARER
002	2010-01-01	HOGANTAYLOR LLP PREPARER
002	2009-01-01	HOGANTAYLOR LLP PREPARER

Plan Statistics for THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC.

401k plan membership statisitcs for THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC.

Measure Date Value
2022: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 489
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 457
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 29
Total of all active and inactive participants 2022-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 487
Number of participants with account balances 2022-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 531
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 457
Number of other retired or separated participants entitled to future benefits 2021-01-01 30
Total of all active and inactive participants 2021-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 489
Number of participants with account balances 2021-01-01 60
2020: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 595
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 510
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 531
Total participants 2020-01-01 531
Number of participants with account balances 2020-01-01 64
2019: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 568
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 574
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 595
Total participants 2019-01-01 595
Number of participants with account balances 2019-01-01 63
2018: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 569
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 49
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 68
Number of participants with account balances 2018-01-01 63
2017: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 569
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 55
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 64
Total participants 2017-01-01 64
Number of participants with account balances 2017-01-01 62
2016: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 589
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 53
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 59
Total participants 2016-01-01 59
Number of participants with account balances 2016-01-01 57
2015: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 605
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 55
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 60
Number of participants with account balances 2015-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 592
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 50
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 57
Number of participants with account balances 2014-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 541
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 32
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 32
Total participants 2012-01-01 32
Number of participants with account balances 2012-01-01 32
2011: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 551
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 767
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 20
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 24
Number of participants with account balances 2010-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 729
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	489
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	457
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	29
Total of all active and inactive participants	2022-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	487
Number of participants with account balances	2022-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	531
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	457
Number of other retired or separated participants entitled to future benefits	2021-01-01	30
Total of all active and inactive participants	2021-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	489
Number of participants with account balances	2021-01-01	60
2020: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	595
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	510
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	531
Total participants	2020-01-01	531
Number of participants with account balances	2020-01-01	64
2019: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	568
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	574
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	595
Total participants	2019-01-01	595
Number of participants with account balances	2019-01-01	63
2018: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	569
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	49
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	68
Number of participants with account balances	2018-01-01	63
2017: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	569
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	55
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	64
Total participants	2017-01-01	64
Number of participants with account balances	2017-01-01	62
2016: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	589
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	53
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	59
Total participants	2016-01-01	59
Number of participants with account balances	2016-01-01	57
2015: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	605
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	55
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	60
Number of participants with account balances	2015-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	592
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	50
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	57
Number of participants with account balances	2014-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	541
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	32
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	32
Total participants	2012-01-01	32
Number of participants with account balances	2012-01-01	32
2011: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	551
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	767
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	20
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	24
Number of participants with account balances	2010-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	729
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC.

Measure	Date	Value
2022 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$5,006
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	$-121,673
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$98,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$98,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$185,292
Value of total assets at end of year	2022-12-31	$2,795,704
Value of total assets at beginning of year	2022-12-31	$3,016,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$240
Total interest from all sources	2022-12-31	$40,637
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$301,600
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$68,491
Participant contributions at end of year	2022-12-31	$2,230
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$116,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$5,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-220,299
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,795,704
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,016,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,322,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,698,335
Interest earned on other investments	2022-12-31	$40,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,795,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,317,668
Net investment gain/loss from pooled separate accounts	2022-12-31	$-347,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$98,386
Contract administrator fees	2022-12-31	$240
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2022-12-31	731413977
2021 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$359,229
Total of all expenses incurred	2021-12-31	$134,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$133,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$73,597
Value of total assets at end of year	2021-12-31	$3,016,003
Value of total assets at beginning of year	2021-12-31	$2,791,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$403
Total interest from all sources	2021-12-31	$38,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$301,600
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$73,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$224,865
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,016,003
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,791,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,698,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,480,323
Interest earned on other investments	2021-12-31	$38,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,317,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,310,815
Net investment gain/loss from pooled separate accounts	2021-12-31	$246,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$133,961
Contract administrator fees	2021-12-31	$403
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2021-12-31	731413977
2020 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$348,393
Total of all expenses incurred	2020-12-31	$65,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$64,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$89,029
Value of total assets at end of year	2020-12-31	$2,791,138
Value of total assets at beginning of year	2020-12-31	$2,507,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$380
Total interest from all sources	2020-12-31	$35,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$230,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$89,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$283,363
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,791,138
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,507,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,480,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,474,274
Interest earned on other investments	2020-12-31	$35,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,310,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,033,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$223,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$64,650
Contract administrator fees	2020-12-31	$380
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2020-12-31	731413977
2019 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$745,984
Total of all expenses incurred	2019-12-31	$244,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$244,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$396,746
Value of total assets at end of year	2019-12-31	$2,507,775
Value of total assets at beginning of year	2019-12-31	$2,006,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$399
Total interest from all sources	2019-12-31	$22,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$230,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$85,302
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$311,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$501,290
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,507,775
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,006,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,474,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,269,981
Interest earned on other investments	2019-12-31	$22,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,033,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$736,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$326,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$244,295
Contract administrator fees	2019-12-31	$399
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOGAN TAYLOR LLP
Accountancy firm EIN	2019-12-31	731413977
2018 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$37,750
Total of all expenses incurred	2018-12-31	$32,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$32,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$157,466
Value of total assets at end of year	2018-12-31	$2,006,485
Value of total assets at beginning of year	2018-12-31	$2,001,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$434
Total interest from all sources	2018-12-31	$14,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$200,162
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$115,272
Participant contributions at beginning of year	2018-12-31	$3,916
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$42,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$4,867
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,006,485
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,001,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,269,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,915,734
Interest earned on other investments	2018-12-31	$14,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$736,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$81,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-134,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$32,449
Contract administrator fees	2018-12-31	$434
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2018-12-31	731413977
2017 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$401,380
Total of all expenses incurred	2017-12-31	$37,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$36,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$118,192
Value of total assets at end of year	2017-12-31	$2,001,618
Value of total assets at beginning of year	2017-12-31	$1,637,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$441
Total interest from all sources	2017-12-31	$1,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$163,765
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$115,939
Participant contributions at end of year	2017-12-31	$3,916
Participant contributions at beginning of year	2017-12-31	$4,469
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$363,964
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,001,618
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,637,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,915,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,561,028
Interest earned on other investments	2017-12-31	$1,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$81,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$72,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$281,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$36,975
Contract administrator fees	2017-12-31	$441
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2017-12-31	731413977
2016 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$254,022
Total of all expenses incurred	2016-12-31	$10,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$10,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$113,978
Value of total assets at end of year	2016-12-31	$1,637,654
Value of total assets at beginning of year	2016-12-31	$1,394,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$396
Total interest from all sources	2016-12-31	$1,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$139,403
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$113,978
Participant contributions at end of year	2016-12-31	$4,469
Participant contributions at beginning of year	2016-12-31	$4,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$243,624
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,637,654
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,394,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,561,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,324,243
Interest earned on other investments	2016-12-31	$1,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$72,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$65,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$138,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$10,002
Contract administrator fees	2016-12-31	$396
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2016-12-31	731413977
2015 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$84,588
Total of all expenses incurred	2015-12-31	$5,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$111,762
Value of total assets at end of year	2015-12-31	$1,394,030
Value of total assets at beginning of year	2015-12-31	$1,315,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$199
Total interest from all sources	2015-12-31	$1,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$131,509
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$111,762
Participant contributions at end of year	2015-12-31	$4,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$78,936
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,394,030
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,315,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,324,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,279,660
Interest earned on other investments	2015-12-31	$1,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$65,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$35,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-28,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,453
Contract administrator fees	2015-12-31	$199
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2015-12-31	731413977
2014 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$161,840
Total of all expenses incurred	2014-12-31	$789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$765
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$89,326
Value of total assets at end of year	2014-12-31	$1,315,094
Value of total assets at beginning of year	2014-12-31	$1,154,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$24
Total interest from all sources	2014-12-31	$842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$230,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$77,341
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$11,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$161,051
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,315,094
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,154,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,279,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,123,564
Interest earned on other investments	2014-12-31	$842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$35,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$30,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$71,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$765
Contract administrator fees	2014-12-31	$24
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2014-12-31	731413977
2013 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$290,743
Total of all expenses incurred	2013-12-31	$22,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$22,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$67,282
Value of total assets at end of year	2013-12-31	$1,154,043
Value of total assets at beginning of year	2013-12-31	$886,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$270
Total interest from all sources	2013-12-31	$779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$230,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$67,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$267,938
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,154,043
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$886,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,123,564
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$858,826
Interest earned on other investments	2013-12-31	$779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$30,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$27,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$222,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$22,535
Contract administrator fees	2013-12-31	$270
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2013-12-31	731413977
2012 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$157,574
Total of all expenses incurred	2012-12-31	$2,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$61,484
Value of total assets at end of year	2012-12-31	$886,105
Value of total assets at beginning of year	2012-12-31	$731,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$270
Total interest from all sources	2012-12-31	$881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$230,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$61,484
Participant contributions at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$154,917
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$886,105
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$731,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$858,826
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$687,626
Interest earned on other investments	2012-12-31	$881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$27,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$43,562
Net investment gain/loss from pooled separate accounts	2012-12-31	$95,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,387
Contract administrator fees	2012-12-31	$270
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2012-12-31	731413977
2011 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$47,551
Total of all expenses incurred	2011-12-31	$1,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$61,862
Value of total assets at end of year	2011-12-31	$731,188
Value of total assets at beginning of year	2011-12-31	$685,570
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$268
Total interest from all sources	2011-12-31	$957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$230,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$61,862
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$2,127
Administrative expenses (other) incurred	2011-12-31	$268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$45,618
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$731,188
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$685,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$687,626
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$656,921
Interest earned on other investments	2011-12-31	$957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$43,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$26,522
Net investment gain/loss from pooled separate accounts	2011-12-31	$-15,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,665
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOGANTAYLOR
Accountancy firm EIN	2011-12-31	731413977
2010 : THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$145,385
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$60,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$59,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$54,934
Value of total assets at end of year	2010-12-31	$685,570
Value of total assets at beginning of year	2010-12-31	$600,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$232
Total interest from all sources	2010-12-31	$2,205
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 year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$232
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$230,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$54,934
Participant contributions at end of year	2010-12-31	$2,127
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$85,175
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$685,570
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$600,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$656,921
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$516,510
Interest earned on other investments	2010-12-31	$2,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$26,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$83,885
Net investment gain/loss from pooled separate accounts	2010-12-31	$88,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$59,978
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HOGANTAYLOR LLP
Accountancy firm EIN	2010-12-31	731413977

Form 5500 Responses for THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC.

2022: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE 403(B) TAX DEFERRED ANNUITY PLAN OF GOODWILL INDUSTRIES OF TULSA, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007504-H

Policy instance

Insurance contract or identification number	007504-H
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
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 plan	No
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007504-H

Policy instance

Insurance contract or identification number	007504-H
Number of Individuals Covered	63
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $322
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	322
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007504-H

Policy instance

Insurance contract or identification number	007504-H
Number of Individuals Covered	67
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	322
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007504-H

Policy instance

Insurance contract or identification number	007504-H
Number of Individuals Covered	67
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	201
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007504-H

Policy instance

Insurance contract or identification number	007504-H
Number of Individuals Covered	68
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $449
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	449
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007504-H

Policy instance

Insurance contract or identification number	007504-H
Number of Individuals Covered	64
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of fees paid to insurance company	USD $113
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	113
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA, DALLAS REGIONAL

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Company Name:	GOODWILL INDUSTRIES OF TULSA, INC.
Employer identification number (EIN):	730614297
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services