401k Plan data: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY plan

GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 401k Plan overview

Plan Name	GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY
Plan identification number	004

GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: GOODWILL INDUSTRIES OF DALLAS, INC.

Employer identification number (EIN): 750800649

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Additional information about GOODWILL INDUSTRIES OF DALLAS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1935-01-15

Company Identification Number: 0006663301

Legal Registered Office Address: 3020 N WESTMORELAND RD

DALLAS
United States of America (USA)
75212

More information about GOODWILL INDUSTRIES OF DALLAS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01 MARK WELCH 2021-10-08
004 2019-01-01 MARK WELCH 2020-10-05
004 2018-01-01 ROD GINTHER 2019-10-02
004 2017-01-01 RODNEY K. GINTHER 2018-10-11
004 2016-01-01 JEFFREY J. ALLISON
004 2015-01-01 RODNEY K. GINTHER
004 2015-01-01 RODNEY K. GINTHER
004 2014-01-01 RODNEY K. GINTHER
004 2013-01-01 RODNEY K. GINTHER
004 2012-01-01 RODNEY K. GINTHER
004 2011-01-01 RODNEY K GINTHER
004 2009-01-01 RODNEY K GINTHER
004 2009-01-01 RODNEY K GINTHER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2022-01-01
004	2021-01-01
004	2020-01-01	MARK WELCH	2021-10-08
004	2019-01-01	MARK WELCH	2020-10-05
004	2018-01-01	ROD GINTHER	2019-10-02
004	2017-01-01	RODNEY K. GINTHER	2018-10-11
004	2016-01-01	JEFFREY J. ALLISON
004	2015-01-01	RODNEY K. GINTHER
004	2015-01-01	RODNEY K. GINTHER
004	2014-01-01	RODNEY K. GINTHER
004	2013-01-01	RODNEY K. GINTHER
004	2012-01-01	RODNEY K. GINTHER
004	2011-01-01	RODNEY K GINTHER
004	2009-01-01	RODNEY K GINTHER
004	2009-01-01	RODNEY K GINTHER

Plan Statistics for GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY

401k plan membership statisitcs for GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY

Measure Date Value
2022: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2022 401k membership
Total participants, beginning-of-year 2022-01-01 474
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 533
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 91
Total of all active and inactive participants 2022-01-01 625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 625
Number of participants with account balances 2022-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 97
2021: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2021 401k membership
Total participants, beginning-of-year 2021-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 343
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 365
Number of participants with account balances 2021-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2016: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2016 401k membership
Total participants, beginning-of-year 2016-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 43
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 69
Number of participants with account balances 2016-01-01 67
2015: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2015 401k membership
Total participants, beginning-of-year 2015-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 46
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 73
Total participants 2015-01-01 73
Number of participants with account balances 2015-01-01 73
2014: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2014 401k membership
Total participants, beginning-of-year 2014-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 45
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 67
Number of participants with account balances 2014-01-01 67
2013: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2013 401k membership
Total participants, beginning-of-year 2013-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 57
Number of other retired or separated participants entitled to future benefits 2013-01-01 20
Total of all active and inactive participants 2013-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 78
Number of participants with account balances 2013-01-01 78
2012: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2012 401k membership
Total participants, beginning-of-year 2012-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 61
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 81
Total participants 2012-01-01 81
2011: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2011 401k membership
Total participants, beginning-of-year 2011-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 42
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 59
Total participants 2011-01-01 59
2009: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2009 401k membership
Total participants, beginning-of-year 2009-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 42
Number of participants with account balances 2009-01-01 41

Measure	Date	Value
2022: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2022 401k membership
Total participants, beginning-of-year	2022-01-01	474
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	533
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	91
Total of all active and inactive participants	2022-01-01	625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	625
Number of participants with account balances	2022-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	97
2021: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2021 401k membership
Total participants, beginning-of-year	2021-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	343
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	365
Number of participants with account balances	2021-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2016: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2016 401k membership
Total participants, beginning-of-year	2016-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	43
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	69
Number of participants with account balances	2016-01-01	67
2015: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2015 401k membership
Total participants, beginning-of-year	2015-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	46
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	73
Total participants	2015-01-01	73
Number of participants with account balances	2015-01-01	73
2014: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2014 401k membership
Total participants, beginning-of-year	2014-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	45
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	67
Number of participants with account balances	2014-01-01	67
2013: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2013 401k membership
Total participants, beginning-of-year	2013-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	57
Number of other retired or separated participants entitled to future benefits	2013-01-01	20
Total of all active and inactive participants	2013-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	78
Number of participants with account balances	2013-01-01	78
2012: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2012 401k membership
Total participants, beginning-of-year	2012-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	61
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	81
Total participants	2012-01-01	81
2011: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2011 401k membership
Total participants, beginning-of-year	2011-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	42
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	59
Total participants	2011-01-01	59
2009: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2009 401k membership
Total participants, beginning-of-year	2009-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	42
Number of participants with account balances	2009-01-01	41

Financial Data on GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY

Measure	Date	Value
2022 : GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$120,963
Total of all expenses incurred	2022-12-31	$163,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$160,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$314,300
Value of total assets at end of year	2022-12-31	$4,687,678
Value of total assets at beginning of year	2022-12-31	$4,730,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,136
Total interest from all sources	2022-12-31	$96,694
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
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$61,469
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-42,796
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,687,678
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,730,474
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	$1,205,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,328,391
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,141,883
Interest earned on other investments	2022-12-31	$96,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,482,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$260,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-220,951
Net investment gain/loss from pooled separate accounts	2022-12-31	$-69,080
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
Contributions received in cash from employer	2022-12-31	$248,347
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$160,623
Contract administrator fees	2022-12-31	$3,136
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	SUTTON FROST CARY LLP
Accountancy firm EIN	2022-12-31	752593210
2021 : GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$393,463
Total of all expenses incurred	2021-12-31	$533,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$532,167
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$77,265
Value of total assets at end of year	2021-12-31	$4,730,474
Value of total assets at beginning of year	2021-12-31	$4,870,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,000
Total interest from all sources	2021-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$77,265
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$9,251
Participant contributions at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$-139,704
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,730,474
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,870,178
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	$1,328,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,357,992
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,141,883
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,502,935
Interest on participant loans	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$260,200
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$316,198
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
Contributions received in cash from employer	2021-12-31	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$532,167
Contract administrator fees	2021-12-31	$1,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	SUTTON FROST CARY LLP
Accountancy firm EIN	2021-12-31	752593210
2016 : GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$44,840
Total unrealized appreciation/depreciation of assets	2016-12-31	$44,840
Total income from all sources (including contributions)	2016-12-31	$151,142
Total of all expenses incurred	2016-12-31	$59,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$59,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$106,302
Value of total assets at end of year	2016-12-31	$1,341,967
Value of total assets at beginning of year	2016-12-31	$1,250,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$597
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	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$106,302
Participant contributions at end of year	2016-12-31	$36,550
Participant contributions at beginning of year	2016-12-31	$38,076
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$855,654
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$820,360
Administrative expenses (other) incurred	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$91,284
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,341,967
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,250,683
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	$449,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$392,247
Value of interest in common/collective trusts at end of year	2016-12-31	$0
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	$59,261
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	SUTTON FROST CARY LLP
Accountancy firm EIN	2016-12-31	752593210
2015 : GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$18,524
Total unrealized appreciation/depreciation of assets	2015-12-31	$18,524
Total income from all sources (including contributions)	2015-12-31	$113,138
Total of all expenses incurred	2015-12-31	$46,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$45,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$94,614
Value of total assets at end of year	2015-12-31	$1,250,683
Value of total assets at beginning of year	2015-12-31	$1,183,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$519
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	$500,000
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	$94,614
Participant contributions at end of year	2015-12-31	$38,076
Participant contributions at beginning of year	2015-12-31	$24,145
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$820,360
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$780,576
Administrative expenses (other) incurred	2015-12-31	$519
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	$66,686
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,250,683
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,183,997
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	$392,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$379,276
Value of interest in pooled separate accounts at end of year	2015-12-31	$392,247
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$379,276
Value of interest in common/collective trusts at end of year	2015-12-31	$0
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	$45,933
Did the plan have assets held for investment	2015-12-31	No
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	SUTTON FROST CARY LLP
Accountancy firm EIN	2015-12-31	752593210
2014 : GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2014 401k financial data
Total income from all sources	2014-12-31	$221,880
Expenses. Total of all expenses incurred	2014-12-31	$64,796
Benefits paid (including direct rollovers)	2014-12-31	$64,222
Total plan assets at end of year	2014-12-31	$1,183,996
Total plan assets at beginning of year	2014-12-31	$1,026,912
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$124,322
Contributions received from other sources (not participants or employers)	2014-12-31	$57,014
Other income received	2014-12-31	$40,544
Net income (gross income less expenses)	2014-12-31	$157,084
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,183,996
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,026,912
Assets. Value of participant loans	2014-12-31	$24,145
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$10,640
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$574
2013 : GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2013 401k financial data
Total income from all sources	2013-12-31	$226,254
Expenses. Total of all expenses incurred	2013-12-31	$20,574
Benefits paid (including direct rollovers)	2013-12-31	$20,057
Total plan assets at end of year	2013-12-31	$1,026,912
Total plan assets at beginning of year	2013-12-31	$821,232
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$108,464
Other income received	2013-12-31	$117,790
Net income (gross income less expenses)	2013-12-31	$205,680
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,026,912
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$821,232
Assets. Value of participant loans	2013-12-31	$18,429
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$12,474
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$517
2012 : GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2012 401k financial data
Total income from all sources	2012-12-31	$168,366
Expenses. Total of all expenses incurred	2012-12-31	$53,564
Benefits paid (including direct rollovers)	2012-12-31	$53,136
Total plan assets at end of year	2012-12-31	$821,232
Total plan assets at beginning of year	2012-12-31	$706,430
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$95,877
Contributions received from other sources (not participants or employers)	2012-12-31	$13,179
Other income received	2012-12-31	$59,310
Net income (gross income less expenses)	2012-12-31	$114,802
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$821,232
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$706,430
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$428
2011 : GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2011 401k financial data
Total income from all sources	2011-12-31	$66,050
Expenses. Total of all expenses incurred	2011-12-31	$31,844
Benefits paid (including direct rollovers)	2011-12-31	$31,460
Total plan assets at end of year	2011-12-31	$706,430
Total plan assets at beginning of year	2011-12-31	$672,224
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$71,689
Other income received	2011-12-31	$-5,639
Net income (gross income less expenses)	2011-12-31	$34,206
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$706,430
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$672,224
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$384
2010 : GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2010 401k financial data
Total income from all sources	2010-12-31	$125,300
Expenses. Total of all expenses incurred	2010-12-31	$15,534
Benefits paid (including direct rollovers)	2010-12-31	$15,159
Total plan assets at end of year	2010-12-31	$672,224
Total plan assets at beginning of year	2010-12-31	$562,458
Total contributions received or receivable from participants	2010-12-31	$69,797
Expenses. Other expenses not covered elsewhere	2010-12-31	$375
Other income received	2010-12-31	$55,503
Net income (gross income less expenses)	2010-12-31	$109,766
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$672,224
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$562,458

Form 5500 Responses for GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY

2022: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2016: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 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 benefit arrangement – Insurance	Yes
2012: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 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 benefit arrangement – Insurance	Yes
2011: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 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 benefit arrangement – Insurance	Yes
2009: GOODWILL INDUSTRIES OF DALLAS, INC. TAX DEFERRED ANNUITY 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	825
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $121
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	121
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	29
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number

007733A

Policy instance

Insurance contract or identification number	007733A
Number of Individuals Covered	16
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $1,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1875
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

007733-A

Policy instance

Insurance contract or identification number	007733-A
Number of Individuals Covered	73
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of fees paid to insurance company	USD $161
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	161
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	DALLAS REGIONAL OFFICE

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

Policy contract number

007733-A

Policy instance

Insurance contract or identification number	007733-A
Number of Individuals Covered	67
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of fees paid to insurance company	USD $347
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	347
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	DALLAS REGIONAL OFFICE

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

Policy contract number

007733-A

Policy instance

Insurance contract or identification number	007733-A
Number of Individuals Covered	78
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of fees paid to insurance company	USD $379
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	379
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	DALLAS REGIONAL OFFICE

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

Policy contract number

007733-A

Policy instance

Insurance contract or identification number	007733-A
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $237
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	23
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	JODY JURICA

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

Policy contract number

007733-A

Policy instance

Insurance contract or identification number	007733-A
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of fees paid to insurance company	USD $201
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

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

Policy contract number

007733-A

Policy instance

Insurance contract or identification number	007733-A
Number of Individuals Covered	40
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of fees paid to insurance company	USD $296
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

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Company Name:	GOODWILL INDUSTRIES OF DALLAS, INC.
Employer identification number (EIN):	750800649
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1935-01-15
Company Identification Number:	0006663301
Legal Registered Office Address:	3020 N WESTMORELAND RD DALLAS United States of America (USA) 75212