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401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 401k Plan overview

Plan Name401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC.
Plan identification number 003

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 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)(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.
  • 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 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01KARLA DAVIS2023-10-12 KARLA DAVIS2023-10-12
0032022-01-01DAVID E. OLIVER2024-01-29 CELIA M. ARMSTRONG2024-01-29
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01HOGANTAYLOR LLP PREPARER
0032017-01-01HOGANTAYLOR LLP PREPARER
0032016-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2017-07-25
0032015-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2016-07-26
0032014-01-01HOGANTAYLOR LLP PREPARER
0032013-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2014-10-15
0032012-01-01HOGANTAYLOR LLP PREPARER
0032011-01-01HOGANTAYLOR LLP PREPARER
0032009-01-01HOGAN TAYLOR LLP

Plan Statistics for 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC.

401k plan membership statisitcs for 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC.

Measure Date Value
2022: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01471
Total number of active participants reported on line 7a of the Form 55002022-01-01343
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01151
Total of all active and inactive participants2022-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01497
Number of participants with account balances2022-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01508
Total number of active participants reported on line 7a of the Form 55002021-01-01340
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01108
Total of all active and inactive participants2021-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01450
Number of participants with account balances2021-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01502
Total number of active participants reported on line 7a of the Form 55002020-01-01442
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01508
Number of participants with account balances2020-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01477
Total number of active participants reported on line 7a of the Form 55002019-01-01443
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01502
Number of participants with account balances2019-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01479
Total number of active participants reported on line 7a of the Form 55002018-01-01415
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01477
Number of participants with account balances2018-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01471
Total number of active participants reported on line 7a of the Form 55002017-01-01434
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01479
Number of participants with account balances2017-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01451
Total number of active participants reported on line 7a of the Form 55002016-01-01431
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01471
Number of participants with account balances2016-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0145
2015: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01490
Total number of active participants reported on line 7a of the Form 55002015-01-01424
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01451
Number of participants with account balances2015-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01104
2014: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01462
Total number of active participants reported on line 7a of the Form 55002014-01-01420
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01490
Number of participants with account balances2014-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01426
Total number of active participants reported on line 7a of the Form 55002013-01-01412
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01462
Number of participants with account balances2013-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01432
Total number of active participants reported on line 7a of the Form 55002012-01-01379
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01426
Number of participants with account balances2012-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01399
Total number of active participants reported on line 7a of the Form 55002011-01-01389
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01432
Number of participants with account balances2011-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2009: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01358
Total number of active participants reported on line 7a of the Form 55002009-01-01357
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01392
Number of participants with account balances2009-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC.

Measure Date Value
2022 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 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$114,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-385,087
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,045,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,040,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$626,138
Value of total assets at end of year2022-12-31$5,800,793
Value of total assets at beginning of year2022-12-31$7,231,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,417
Total interest from all sources2022-12-31$3,179
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$114,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,430,957
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,800,793
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,231,750
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$5,761,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,977,622
Interest earned on other investments2022-12-31$3,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,290,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,253,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,011,225
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$626,138
Employer contributions (assets) at end of year2022-12-31$39,029
Employer contributions (assets) at beginning of year2022-12-31$162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,040,453
Contract administrator fees2022-12-31$5,417
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 name2022-12-31HOGANTAYLOR LLP
Accountancy firm EIN2022-12-31731413977
2021 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,263,573
Total of all expenses incurred2021-12-31$602,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$594,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$444,128
Value of total assets at end of year2021-12-31$7,231,750
Value of total assets at beginning of year2021-12-31$6,570,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,019
Total interest from all sources2021-12-31$13,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
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$661,319
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,231,750
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,570,431
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$5,977,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,080,260
Interest earned on other investments2021-12-31$13,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,253,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,434,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$805,983
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$444,128
Employer contributions (assets) at end of year2021-12-31$162
Employer contributions (assets) at beginning of year2021-12-31$55,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$594,235
Contract administrator fees2021-12-31$8,019
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 name2021-12-31HOGANTAYLOR LLP
Accountancy firm EIN2021-12-31731413977
2020 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,230,364
Total of all expenses incurred2020-12-31$523,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$515,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$553,165
Value of total assets at end of year2020-12-31$6,570,431
Value of total assets at beginning of year2020-12-31$5,863,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,889
Total interest from all sources2020-12-31$14,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
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$706,499
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,570,431
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,863,932
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$5,080,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,351,576
Interest earned on other investments2020-12-31$14,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,434,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,456,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$662,964
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$553,165
Employer contributions (assets) at end of year2020-12-31$55,490
Employer contributions (assets) at beginning of year2020-12-31$55,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$515,976
Contract administrator fees2020-12-31$7,889
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOGANTAYLOR LLP
Accountancy firm EIN2020-12-31731413977
2019 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,376,179
Total of all expenses incurred2019-12-31$651,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$651,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$546,872
Value of total assets at end of year2019-12-31$5,863,932
Value of total assets at beginning of year2019-12-31$5,139,041
Total interest from all sources2019-12-31$24,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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$724,891
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,863,932
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,139,041
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$4,351,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,762,362
Interest earned on other investments2019-12-31$24,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,456,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,376,679
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$7,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$804,754
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$546,872
Employer contributions (assets) at end of year2019-12-31$55,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$643,669
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 name2019-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2019-12-31731413977
2018 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$270,843
Total of all expenses incurred2018-12-31$540,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$532,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$517,185
Value of total assets at end of year2018-12-31$5,139,041
Value of total assets at beginning of year2018-12-31$5,408,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,533
Total interest from all sources2018-12-31$16,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$540,852
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-269,478
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,139,041
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,408,519
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$3,762,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,639,926
Interest earned on other investments2018-12-31$16,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,376,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,695,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-262,524
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$517,185
Employer contributions (assets) at beginning of year2018-12-31$72,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$532,788
Contract administrator fees2018-12-31$7,533
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 name2018-12-31HOGANTAYLOR LLP
Accountancy firm EIN2018-12-31731413977
2017 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,019,265
Total of all expenses incurred2017-12-31$297,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$290,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$526,148
Value of total assets at end of year2017-12-31$5,408,519
Value of total assets at beginning of year2017-12-31$4,686,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,361
Total interest from all sources2017-12-31$17,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$468,676
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
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$721,755
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,408,519
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,686,764
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$3,639,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,916,667
Interest earned on other investments2017-12-31$17,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,695,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,698,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$475,985
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$526,148
Employer contributions (assets) at end of year2017-12-31$72,867
Employer contributions (assets) at beginning of year2017-12-31$71,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$290,149
Contract administrator fees2017-12-31$7,361
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 name2017-12-31HOGANTAYLOR LLP
Accountancy firm EIN2017-12-31731413977
2016 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$772,870
Total of all expenses incurred2016-12-31$236,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$229,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$518,063
Value of total assets at end of year2016-12-31$4,686,764
Value of total assets at beginning of year2016-12-31$4,150,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,087
Total interest from all sources2016-12-31$16,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$415,080
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$535,968
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,686,764
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,150,796
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$2,916,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,457,334
Interest earned on other investments2016-12-31$16,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,698,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,623,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$238,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$518,063
Employer contributions (assets) at end of year2016-12-31$71,671
Employer contributions (assets) at beginning of year2016-12-31$69,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$229,815
Contract administrator fees2016-12-31$7,087
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 name2016-12-31HOGANTAYLOR LLP
Accountancy firm EIN2016-12-31731413977
2015 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$494,015
Total of all expenses incurred2015-12-31$337,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$332,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$502,313
Value of total assets at end of year2015-12-31$4,150,796
Value of total assets at beginning of year2015-12-31$3,993,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,873
Total interest from all sources2015-12-31$15,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$399,379
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
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$157,007
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,150,796
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,993,789
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$2,457,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,461,205
Interest earned on other investments2015-12-31$15,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,623,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,532,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$502,313
Employer contributions (assets) at end of year2015-12-31$69,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$332,135
Contract administrator fees2015-12-31$4,873
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 name2015-12-31HOGANTAYLOR LLP
Accountancy firm EIN2015-12-31731413977
2014 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$661,870
Total of all expenses incurred2014-12-31$486,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$485,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$479,703
Value of total assets at end of year2014-12-31$3,993,789
Value of total assets at beginning of year2014-12-31$3,818,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,764
Total interest from all sources2014-12-31$15,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$381,884
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$174,945
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,993,789
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,818,844
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$2,461,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,209,984
Interest earned on other investments2014-12-31$15,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,532,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,608,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$166,352
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$479,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$485,161
Contract administrator fees2014-12-31$1,764
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 name2014-12-31HOGANTAYLOR LLP
Accountancy firm EIN2014-12-31731413977
2013 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 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$810,541
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$154,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$146,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$430,918
Value of total assets at end of year2013-12-31$3,818,844
Value of total assets at beginning of year2013-12-31$3,163,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,546
Total interest from all sources2013-12-31$17,019
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$316,319
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
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$655,659
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,818,844
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,163,185
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$2,209,984
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,639,667
Interest earned on other investments2013-12-31$17,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,608,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,523,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$362,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$430,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$146,336
Contract administrator fees2013-12-31$8,546
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 name2013-12-31HOGANTAYLOR LLP
Accountancy firm EIN2013-12-31731413977
2012 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$587,906
Total of all expenses incurred2012-12-31$212,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$204,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$408,061
Value of total assets at end of year2012-12-31$3,163,185
Value of total assets at beginning of year2012-12-31$2,788,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,399
Total interest from all sources2012-12-31$24,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$278,800
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$375,180
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,163,185
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,788,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,639,667
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,293,292
Interest earned on other investments2012-12-31$24,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,523,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,494,713
Net investment gain/loss from pooled separate accounts2012-12-31$155,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$408,061
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$204,327
Contract administrator fees2012-12-31$8,399
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 name2012-12-31HOGANTAYLOR LLP
Accountancy firm EIN2012-12-31731413977
2011 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$419,860
Total of all expenses incurred2011-12-31$173,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$165,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$401,436
Value of total assets at end of year2011-12-31$2,788,005
Value of total assets at beginning of year2011-12-31$2,541,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,765
Total interest from all sources2011-12-31$28,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$230,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$7,765
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$246,631
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,788,005
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,541,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,293,292
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,118,060
Interest earned on other investments2011-12-31$28,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,494,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,383,584
Net investment gain/loss from pooled separate accounts2011-12-31$-9,701
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$401,436
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$39,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$165,464
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 name2011-12-31HOGANTAYLOR LLP
Accountancy firm EIN2011-12-31731413977
2010 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 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$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$538,867
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$160,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$153,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$368,724
Value of total assets at end of year2010-12-31$2,541,374
Value of total assets at beginning of year2010-12-31$2,163,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,802
Total interest from all sources2010-12-31$37,706
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$230,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$6,802
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$378,072
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,541,374
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,163,302
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 pooled separate accounts at end of year2010-12-31$1,118,060
Value of interest in pooled separate accounts at beginning of year2010-12-31$722,048
Interest earned on other investments2010-12-31$37,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,383,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,441,254
Net investment gain/loss from pooled separate accounts2010-12-31$132,437
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$368,724
Employer contributions (assets) at end of year2010-12-31$39,730
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$153,993
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 name2010-12-31HOGANTAYLOR LLP
Accountancy firm EIN2010-12-31731413977

Form 5500 Responses for 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC.

2022: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 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: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 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: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 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: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 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: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 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: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF TULSA, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
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 planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered450
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $414
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees414
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered508
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $414
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees414
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered502
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees772
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered477
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $2,106
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2106
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered479
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $536
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees536
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA, DALLAS REGIONAL
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered451
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $446
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees446
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA, DALLAS REGIONAL
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered490
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $1,409
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1409
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA, DALLAS REGIONAL
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered462
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $1,467
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1467
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA, DALLAS REGIONAL
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered426
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $1,533
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees573
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameKIMCHI GODWIN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered432
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,007
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007504-H
Policy instance 1
Insurance contract or identification number007504-H
Number of Individuals Covered399
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,689
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees471
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER GEDDIE

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