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GOODWILL SAVINGS RETIREMENT PLAN 401k Plan overview

Plan NameGOODWILL SAVINGS RETIREMENT PLAN
Plan identification number 001

GOODWILL SAVINGS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF DENVER has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF DENVER
Employer identification number (EIN):840405513
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Additional information about GOODWILL INDUSTRIES OF DENVER

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1931-10-30
Company Identification Number: 19871094343
Legal Registered Office Address: 6850 NORTH FEDERAL BLVD

DENVER
United States of America (USA)
80221

More information about GOODWILL INDUSTRIES OF DENVER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL SAVINGS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01DARREN WASSMAN
0012016-01-01DARREN WASSMAN
0012015-01-01WILLIAM R BETTAG WILLIAM R BETTAG2016-10-14
0012014-01-01WILLIAM R BETTAG WILLIAM R BETTAG2015-10-14
0012013-01-01WILLIAM BETTAG
0012012-01-01LESLIE PEABODY
0012011-01-01LESLIE PEABODY
0012009-01-01LYNN LOUVAR

Plan Statistics for GOODWILL SAVINGS RETIREMENT PLAN

401k plan membership statisitcs for GOODWILL SAVINGS RETIREMENT PLAN

Measure Date Value
2019: GOODWILL SAVINGS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,139
Total number of active participants reported on line 7a of the Form 55002019-01-011,849
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01312
Total of all active and inactive participants2019-01-012,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,165
Number of participants with account balances2019-01-011,309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01144
2018: GOODWILL SAVINGS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,606
Total number of active participants reported on line 7a of the Form 55002018-01-011,881
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01254
Total of all active and inactive participants2018-01-012,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,139
Number of participants with account balances2018-01-011,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01196
2017: GOODWILL SAVINGS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,171
Total number of active participants reported on line 7a of the Form 55002017-01-012,214
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01389
Total of all active and inactive participants2017-01-012,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,606
Number of participants with account balances2017-01-011,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01145
2016: GOODWILL SAVINGS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,527
Total number of active participants reported on line 7a of the Form 55002016-01-011,850
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01318
Total of all active and inactive participants2016-01-012,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,171
Number of participants with account balances2016-01-011,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01130
2015: GOODWILL SAVINGS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,404
Total number of active participants reported on line 7a of the Form 55002015-01-011,669
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01857
Total of all active and inactive participants2015-01-012,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,527
Number of participants with account balances2015-01-011,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01202
2014: GOODWILL SAVINGS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,949
Total number of active participants reported on line 7a of the Form 55002014-01-011,795
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01608
Total of all active and inactive participants2014-01-012,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,404
Number of participants with account balances2014-01-011,625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0198
2013: GOODWILL SAVINGS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,652
Total number of active participants reported on line 7a of the Form 55002013-01-011,458
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01490
Total of all active and inactive participants2013-01-011,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,949
Number of participants with account balances2013-01-011,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01175
2012: GOODWILL SAVINGS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,143
Total number of active participants reported on line 7a of the Form 55002012-01-011,382
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01270
Total of all active and inactive participants2012-01-011,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,652
Number of participants with account balances2012-01-011,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0143
2011: GOODWILL SAVINGS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01902
Total number of active participants reported on line 7a of the Form 55002011-01-01996
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01106
Total of all active and inactive participants2011-01-011,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,107
Number of participants with account balances2011-01-011,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01252
2009: GOODWILL SAVINGS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01584
Total number of active participants reported on line 7a of the Form 55002009-01-01621
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0182
Total of all active and inactive participants2009-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-01713
Number of participants with account balances2009-01-01713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01102

Financial Data on GOODWILL SAVINGS RETIREMENT PLAN

Measure Date Value
2019 : GOODWILL SAVINGS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,532,997
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,621,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,540,259
Expenses. Certain deemed distributions of participant loans2019-12-31$6,194
Value of total corrective distributions2019-12-31$236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$874,508
Value of total assets at end of year2019-12-31$9,983,366
Value of total assets at beginning of year2019-12-31$9,071,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,755
Total interest from all sources2019-12-31$29,520
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$420,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$420,687
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
Contributions received from participants2019-12-31$309,942
Participant contributions at end of year2019-12-31$115,549
Participant contributions at beginning of year2019-12-31$214,401
Other income not declared elsewhere2019-12-31$2,733
Administrative expenses (other) incurred2019-12-31$74,755
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$911,553
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,983,366
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,071,813
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$8,438,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,163,981
Interest on participant loans2019-12-31$6,857
Interest earned on other investments2019-12-31$22,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,428,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,693,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,205,549
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$564,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,540,259
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 name2019-12-31STOCKMAN KAST RYAN & COMPANY, LLP
Accountancy firm EIN2019-12-31841509584
2018 : GOODWILL SAVINGS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$515,524
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,051,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,973,868
Expenses. Certain deemed distributions of participant loans2018-12-31$3,045
Value of total corrective distributions2018-12-31$750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$960,257
Value of total assets at end of year2018-12-31$9,071,813
Value of total assets at beginning of year2018-12-31$10,607,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$73,929
Total interest from all sources2018-12-31$39,672
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$520,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$520,793
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$393,353
Participant contributions at end of year2018-12-31$214,401
Participant contributions at beginning of year2018-12-31$331,493
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,563
Other income not declared elsewhere2018-12-31$555
Administrative expenses (other) incurred2018-12-31$73,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,536,068
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,071,813
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,607,881
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$7,163,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,218,392
Interest on participant loans2018-12-31$12,861
Interest earned on other investments2018-12-31$26,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,693,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,057,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,005,753
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$555,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,973,868
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : GOODWILL SAVINGS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,357,354
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$967,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$885,282
Value of total corrective distributions2017-12-31$1,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,057,180
Value of total assets at end of year2017-12-31$10,607,881
Value of total assets at beginning of year2017-12-31$9,218,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$80,705
Total interest from all sources2017-12-31$44,142
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$317,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$317,341
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$445,002
Participant contributions at end of year2017-12-31$331,493
Participant contributions at beginning of year2017-12-31$240,864
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,115
Other income not declared elsewhere2017-12-31$465
Administrative expenses (other) incurred2017-12-31$80,705
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$1,389,608
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,607,881
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,218,273
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$8,218,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,782,231
Interest on participant loans2017-12-31$12,610
Interest earned on other investments2017-12-31$31,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,057,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,195,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$938,226
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$608,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$885,282
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 name2017-12-31EKS & H LLLP
Accountancy firm EIN2017-12-31461497033
2016 : GOODWILL SAVINGS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,722,629
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,051,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$977,590
Value of total corrective distributions2016-12-31$679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,141,613
Value of total assets at end of year2016-12-31$9,218,273
Value of total assets at beginning of year2016-12-31$8,546,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,851
Total interest from all sources2016-12-31$51,399
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$262,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$262,375
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$508,658
Participant contributions at end of year2016-12-31$240,864
Participant contributions at beginning of year2016-12-31$234,536
Other income not declared elsewhere2016-12-31$336
Administrative expenses (other) incurred2016-12-31$72,851
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$671,509
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,218,273
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,546,764
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$6,782,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,930,401
Interest on participant loans2016-12-31$10,142
Interest earned on other investments2016-12-31$41,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,195,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,381,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$266,906
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$632,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$977,590
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 name2016-12-31EKS & H LLLP
Accountancy firm EIN2016-12-31461497033
2015 : GOODWILL SAVINGS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,451,510
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,168,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,097,788
Expenses. Certain deemed distributions of participant loans2015-12-31$540
Value of total corrective distributions2015-12-31$898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,433,462
Value of total assets at end of year2015-12-31$8,546,764
Value of total assets at beginning of year2015-12-31$8,263,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$68,873
Total interest from all sources2015-12-31$55,802
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$287,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$287,754
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$655,052
Participant contributions at end of year2015-12-31$234,536
Participant contributions at beginning of year2015-12-31$240,690
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,680
Other income not declared elsewhere2015-12-31$231
Administrative expenses (other) incurred2015-12-31$68,873
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$283,411
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,546,764
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,263,353
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$5,930,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,384,516
Interest on participant loans2015-12-31$9,614
Interest earned on other investments2015-12-31$46,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,381,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,638,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-325,739
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$743,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,097,788
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 name2015-12-31EKS & H LLLP
Accountancy firm EIN2015-12-31461497033
2014 : GOODWILL SAVINGS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,803,680
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,611,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,541,678
Value of total corrective distributions2014-12-31$277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,369,165
Value of total assets at end of year2014-12-31$8,263,353
Value of total assets at beginning of year2014-12-31$8,071,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,735
Total interest from all sources2014-12-31$61,095
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$217,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$217,356
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$689,827
Participant contributions at end of year2014-12-31$240,690
Participant contributions at beginning of year2014-12-31$208,830
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,810
Other income not declared elsewhere2014-12-31$266
Administrative expenses (other) incurred2014-12-31$69,735
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$191,990
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,263,353
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,071,363
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$5,384,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,915,083
Interest on participant loans2014-12-31$9,801
Interest earned on other investments2014-12-31$51,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,638,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,947,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$155,798
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$673,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,541,678
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 name2014-12-31EKS & H LLLP
Accountancy firm EIN2014-12-31461497033
2013 : GOODWILL SAVINGS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,376,118
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$744,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$689,837
Expenses. Certain deemed distributions of participant loans2013-12-31$2,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,514,405
Value of total assets at end of year2013-12-31$8,071,363
Value of total assets at beginning of year2013-12-31$6,439,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$52,485
Total interest from all sources2013-12-31$68,382
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$185,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$185,141
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$693,723
Participant contributions at end of year2013-12-31$208,830
Participant contributions at beginning of year2013-12-31$145,037
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$90,116
Other income not declared elsewhere2013-12-31$8,128
Administrative expenses (other) incurred2013-12-31$52,485
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$1,631,380
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,071,363
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,439,983
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$4,915,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,039,114
Interest on participant loans2013-12-31$7,167
Interest earned on other investments2013-12-31$61,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,947,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,255,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$600,062
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$730,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$689,837
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 name2013-12-31EKS & H LLP
Accountancy firm EIN2013-12-31461497033
2012 : GOODWILL SAVINGS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$152,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,719,490
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$897,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$878,305
Expenses. Certain deemed distributions of participant loans2012-12-31$5,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,342,958
Value of total assets at end of year2012-12-31$6,439,983
Value of total assets at beginning of year2012-12-31$5,464,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,980
Total interest from all sources2012-12-31$61,971
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$54,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$54,997
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$728,457
Participant contributions at end of year2012-12-31$145,037
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$207
Other income not declared elsewhere2012-12-31$6,977
Administrative expenses (other) incurred2012-12-31$12,980
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$822,307
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,439,983
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,464,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,039,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,208,934
Interest on participant loans2012-12-31$1,632
Interest earned on other investments2012-12-31$60,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,255,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,255,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-20,081
Net investment gain/loss from pooled separate accounts2012-12-31$272,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$614,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$878,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31EKS&H LLP
Accountancy firm EIN2012-12-31461497033
2011 : GOODWILL SAVINGS RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,037,217
Total of all expenses incurred2011-12-31$371,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$302,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$976,561
Value of total assets at end of year2011-12-31$5,464,882
Value of total assets at beginning of year2011-12-31$4,789,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$68,900
Total interest from all sources2011-12-31$60,656
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$515,757
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,702
Administrative expenses (other) incurred2011-12-31$68,900
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$666,212
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,464,882
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,789,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,208,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,982,991
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$60,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,255,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,806,852
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$448,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$302,105
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 name2011-12-31KUNDINGER, CORDER & ENGLE, P.C.
Accountancy firm EIN2011-12-31841255164
2010 : GOODWILL SAVINGS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$1,341,474
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$734,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$734,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,017,188
Value of total assets at end of year2010-12-31$1,341,474
Value of total assets at beginning of year2010-12-31$1,338,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$77,974
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$495,472
Participant contributions at end of year2010-12-31$495,472
Participant contributions at beginning of year2010-12-31$400,842
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$34,561
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$2,494
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$34,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$176,611
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$607,108
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,341,474
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,338,411
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$246,312
Value of interest in pooled separate accounts at beginning of year2010-12-31$257,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$77,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$73,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$73,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$77,974
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$246,312
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$487,155
Employer contributions (assets) at end of year2010-12-31$487,155
Employer contributions (assets) at beginning of year2010-12-31$430,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$731,872
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 name2010-12-31KUNDINGER, CORDER & ENGLE P.C.
Accountancy firm EIN2010-12-31841255164
2009 : GOODWILL SAVINGS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GOODWILL SAVINGS RETIREMENT PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ387
Policy instance 1
Insurance contract or identification numberVFZ387
Number of Individuals Covered2165
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,605
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,605
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ387
Policy instance 1
Insurance contract or identification numberVFZ387
Number of Individuals Covered2139
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,736
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,736
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ387
Policy instance 1
Insurance contract or identification numberVFZ387
Number of Individuals Covered2606
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,239
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,239
Insurance broker organization code?3
Insurance broker nameIMA WEALTH INC -000
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ387
Policy instance 1
Insurance contract or identification numberVFZ387
Number of Individuals Covered2527
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,396
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,396
Insurance broker organization code?3
Insurance broker nameTRUENORTH INC -000
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ387
Policy instance 1
Insurance contract or identification numberVFZ387
Number of Individuals Covered2404
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,877
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,877
Insurance broker organization code?3
Insurance broker nameTRUENORTH SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ387
Policy instance 1
Insurance contract or identification numberVFZ387
Number of Individuals Covered1949
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,085
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,085
Insurance broker organization code?3
Insurance broker nameTRUENORTH SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ387
Policy instance 1
Insurance contract or identification numberVFZ387
Number of Individuals Covered1652
Insurance policy start date2012-10-02
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,392
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,392
Insurance broker organization code?3
Insurance broker nameTRUENORTH SECURITIES, INC.
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015167A
Policy instance 2
Insurance contract or identification number015167A
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-10-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $497
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees186
Additional information about fees paid to insurance brokerPORTION INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameKEITH BERSTLER
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015167A
Policy instance 1
Insurance contract or identification number015167A
Number of Individuals Covered1107
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 $2,113
Contracts With Unallocated Funds Deposit Administration1
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 number015167A
Policy instance 1
Insurance contract or identification number015167A
Number of Individuals Covered902
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 $1,116
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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