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GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 401k Plan overview

Plan NameGOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN
Plan identification number 001

GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 OF SOUTHWESTERN PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL OF SOUTHWESTERN PENNSYLVANIA
Employer identification number (EIN):251098928
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about GOODWILL OF SOUTHWESTERN PENNSYLVANIA

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 143218

More information about GOODWILL OF SOUTHWESTERN PENNSYLVANIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN OBRITZ JOHN OBRITZ2018-10-02
0012016-01-01JOHN OBRITZ JOHN OBRITZ2017-10-03
0012015-01-01JOHN OBRITZ JOHN OBRITZ2016-10-01
0012014-01-01JOHN OBRITZ JOHN OBRITZ2015-10-05
0012013-01-01JOHN OBRITZ JOHN OBRITZ2014-07-22
0012012-01-01CINDY HOPPER CINDY HOPPER2014-01-13
0012011-01-01CINDY HOPPER CINDY HOPPER2012-10-12
0012010-01-01SUZANNE HRIBIK SUZANNE HRIBIK2011-11-29
0012009-01-01SUZANNE HRIBIK SUZANNE HRIBIK2010-10-15

Plan Statistics for GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN

401k plan membership statisitcs for GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN

Measure Date Value
2023: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,237
Total number of active participants reported on line 7a of the Form 55002023-01-011,055
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01102
Total of all active and inactive participants2023-01-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-011,162
Number of participants with account balances2023-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0115
2022: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,216
Total number of active participants reported on line 7a of the Form 55002022-01-011,242
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0172
Total of all active and inactive participants2022-01-011,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,319
Number of participants with account balances2022-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,206
Total number of active participants reported on line 7a of the Form 55002021-01-011,129
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01103
Total of all active and inactive participants2021-01-011,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,235
Number of participants with account balances2021-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,304
Total number of active participants reported on line 7a of the Form 55002020-01-011,111
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-011,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,227
Number of participants with account balances2020-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,347
Total number of active participants reported on line 7a of the Form 55002019-01-011,273
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0185
Total of all active and inactive participants2019-01-011,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,361
Number of participants with account balances2019-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,541
Total number of active participants reported on line 7a of the Form 55002018-01-011,412
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-011,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,493
Number of participants with account balances2018-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,413
Total number of active participants reported on line 7a of the Form 55002017-01-011,254
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-011,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,341
Number of participants with account balances2017-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,382
Total number of active participants reported on line 7a of the Form 55002016-01-011,379
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-011,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,474
Number of participants with account balances2016-01-01621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0148
2015: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,440
Total number of active participants reported on line 7a of the Form 55002015-01-011,248
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01167
Total of all active and inactive participants2015-01-011,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,417
Number of participants with account balances2015-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0198
2014: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,131
Total number of active participants reported on line 7a of the Form 55002014-01-011,154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,190
Number of participants with account balances2014-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01962
Total number of active participants reported on line 7a of the Form 55002013-01-011,231
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,265
Number of participants with account balances2013-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01598
2012: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,025
Total number of active participants reported on line 7a of the Form 55002012-01-011,174
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-011,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,198
Number of participants with account balances2012-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0134
2011: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01881
Total number of active participants reported on line 7a of the Form 55002011-01-01981
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-011,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,005
Number of participants with account balances2011-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0152
2010: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,266
Total number of active participants reported on line 7a of the Form 55002010-01-01837
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01862
Number of participants with account balances2010-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01321
2009: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01862
Total number of active participants reported on line 7a of the Form 55002009-01-01825
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01894
Number of participants with account balances2009-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN

Measure Date Value
2023 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$15,191
Total income from all sources (including contributions)2023-12-31$2,277,785
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,613,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,581,054
Value of total corrective distributions2023-12-31$9,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$767,432
Value of total assets at end of year2023-12-31$11,453,530
Value of total assets at beginning of year2023-12-31$11,804,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$22,515
Total interest from all sources2023-12-31$41,624
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$166,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$166,285
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$400,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$658,691
Participant contributions at end of year2023-12-31$124,041
Participant contributions at beginning of year2023-12-31$152,258
Participant contributions at end of year2023-12-31$30,798
Participant contributions at beginning of year2023-12-31$18,489
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$15,191
Other income not declared elsewhere2023-12-31$15,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-335,760
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,453,530
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,789,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,726,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,109,823
Interest on participant loans2023-12-31$9,494
Interest earned on other investments2023-12-31$32,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,566,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,520,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,287,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$105,248
Employer contributions (assets) at end of year2023-12-31$5,743
Employer contributions (assets) at beginning of year2023-12-31$3,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,581,054
Contract administrator fees2023-12-31$22,515
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SCHNEIDER DOWNS
Accountancy firm EIN2023-12-31251408703
2022 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,785
Total income from all sources (including contributions)2022-12-31$-1,185,290
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,149,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,128,367
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,728
Value of total corrective distributions2022-12-31$3,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$699,572
Value of total assets at end of year2022-12-31$11,804,481
Value of total assets at beginning of year2022-12-31$14,127,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,019
Total interest from all sources2022-12-31$39,001
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$133,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$133,539
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$506,494
Participant contributions at end of year2022-12-31$152,258
Participant contributions at beginning of year2022-12-31$157,256
Participant contributions at end of year2022-12-31$18,489
Participant contributions at beginning of year2022-12-31$16,862
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$110,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$15,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,785
Other income not declared elsewhere2022-12-31$3,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,334,909
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,789,290
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,124,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,109,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,253,849
Interest on participant loans2022-12-31$8,021
Interest earned on other investments2022-12-31$30,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,520,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,696,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,060,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$82,193
Employer contributions (assets) at end of year2022-12-31$3,598
Employer contributions (assets) at beginning of year2022-12-31$3,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,128,367
Contract administrator fees2022-12-31$19,019
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHNEIDER DOWNS
Accountancy firm EIN2022-12-31251408703
2021 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$808
Total income from all sources (including contributions)2021-12-31$2,206,887
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$643,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$621,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$536,106
Value of total assets at end of year2021-12-31$14,127,984
Value of total assets at beginning of year2021-12-31$12,561,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,654
Total interest from all sources2021-12-31$42,665
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$118,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$118,545
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$456,182
Participant contributions at end of year2021-12-31$157,256
Participant contributions at beginning of year2021-12-31$147,551
Participant contributions at end of year2021-12-31$16,862
Participant contributions at beginning of year2021-12-31$15,011
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$36,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,563,338
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,124,199
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,560,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,253,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,295,242
Interest on participant loans2021-12-31$8,365
Interest earned on other investments2021-12-31$34,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,696,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,103,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,509,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$43,196
Employer contributions (assets) at end of year2021-12-31$3,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$621,895
Contract administrator fees2021-12-31$21,654
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS
Accountancy firm EIN2021-12-31251408703
2020 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,492
Total income from all sources (including contributions)2020-12-31$1,789,478
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,046,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,018,335
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$9,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$520,307
Value of total assets at end of year2020-12-31$12,561,669
Value of total assets at beginning of year2020-12-31$11,827,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,038
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$51,564
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$88,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$88,761
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$447,666
Participant contributions at end of year2020-12-31$147,551
Participant contributions at beginning of year2020-12-31$173,040
Participant contributions at end of year2020-12-31$15,011
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,259
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$742,613
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,560,861
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,818,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,295,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,038,855
Interest on participant loans2020-12-31$9,532
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$42,032
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,103,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,615,845
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,128,846
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$35,382
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,018,335
Contract administrator fees2020-12-31$19,038
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$9,492
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SCHNEIDER DOWNS
Accountancy firm EIN2020-12-31251408703
2019 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,834
Total income from all sources (including contributions)2019-12-31$2,456,405
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$531,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$495,277
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$653,882
Value of total assets at end of year2019-12-31$11,827,740
Value of total assets at beginning of year2019-12-31$9,902,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,743
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$52,627
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$108,269
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$108,269
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$552,025
Participant contributions at end of year2019-12-31$173,040
Participant contributions at beginning of year2019-12-31$187,251
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$701
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,925,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,818,248
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,892,863
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,038,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,589,002
Interest on participant loans2019-12-31$11,579
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$41,048
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,615,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,126,444
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,641,627
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$101,156
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$495,277
Contract administrator fees2019-12-31$35,743
Liabilities. Value of benefit claims payable at end of year2019-12-31$9,492
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$9,834
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31SCHNEIDER DOWNS
Accountancy firm EIN2019-12-31251408703
2018 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,102
Total income from all sources (including contributions)2018-12-31$173,750
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$946,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$913,366
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$655,194
Value of total assets at end of year2018-12-31$9,902,697
Value of total assets at beginning of year2018-12-31$10,672,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,980
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$47,414
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$93,303
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$93,303
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$542,378
Participant contributions at end of year2018-12-31$187,251
Participant contributions at beginning of year2018-12-31$212,454
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$21,291
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,597
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-772,596
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,892,863
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,665,459
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,589,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,261,216
Interest on participant loans2018-12-31$11,639
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$35,775
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,126,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,172,956
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-622,161
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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$103,219
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$4,644
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$913,366
Contract administrator fees2018-12-31$32,980
Liabilities. Value of benefit claims payable at end of year2018-12-31$9,834
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,102
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31SCHNEIDER DOWNS
Accountancy firm EIN2018-12-31251408703
2017 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,916
Total income from all sources (including contributions)2017-12-31$1,920,092
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$770,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$734,791
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$645,093
Value of total assets at end of year2017-12-31$10,672,561
Value of total assets at beginning of year2017-12-31$9,520,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,356
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$52,580
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$94,910
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$94,910
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$533,691
Participant contributions at end of year2017-12-31$212,454
Participant contributions at beginning of year2017-12-31$195,490
Participant contributions at end of year2017-12-31$21,291
Participant contributions at beginning of year2017-12-31$20,356
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,819
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,149,945
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,665,459
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,515,514
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,261,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,200,065
Interest on participant loans2017-12-31$11,231
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$41,349
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,172,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,100,085
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,127,509
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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$101,583
Employer contributions (assets) at end of year2017-12-31$4,644
Employer contributions (assets) at beginning of year2017-12-31$4,434
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$734,791
Contract administrator fees2017-12-31$35,356
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,102
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,916
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHNEIDER DOWNS
Accountancy firm EIN2017-12-31251408703
2016 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,916
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$1,361,654
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$579,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$552,631
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$649,470
Value of total assets at end of year2016-12-31$9,520,430
Value of total assets at beginning of year2016-12-31$8,733,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,953
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$56,462
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$83,463
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$83,463
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$539,753
Participant contributions at end of year2016-12-31$195,490
Participant contributions at beginning of year2016-12-31$169,908
Participant contributions at end of year2016-12-31$20,356
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$228
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$782,070
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,515,514
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,733,444
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,200,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,534,069
Interest on participant loans2016-12-31$9,952
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$46,510
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,100,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,029,467
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$572,259
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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$109,489
Employer contributions (assets) at end of year2016-12-31$4,434
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$552,631
Contract administrator fees2016-12-31$26,953
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,916
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31SCHNEIDER DOWNS
Accountancy firm EIN2016-12-31251408703
2015 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$3,496
Total income from all sources (including contributions)2015-12-31$637,068
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$691,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$658,615
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$1,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$608,347
Value of total assets at end of year2015-12-31$8,733,444
Value of total assets at beginning of year2015-12-31$8,791,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,288
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$64,562
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$73,960
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$73,960
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$532,739
Participant contributions at end of year2015-12-31$169,908
Participant contributions at beginning of year2015-12-31$193,766
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,910
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-54,776
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,733,444
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,788,220
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,534,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,234,596
Interest on participant loans2015-12-31$9,123
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$55,439
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,029,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,363,354
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-109,801
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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$58,698
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$658,615
Contract administrator fees2015-12-31$31,288
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,496
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31SCHNEIDER DOWNS
Accountancy firm EIN2015-12-31251408703
2014 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,413
Total income from all sources (including contributions)2014-12-31$1,280,237
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$506,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$477,007
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$734,484
Value of total assets at end of year2014-12-31$8,791,716
Value of total assets at beginning of year2014-12-31$8,021,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,288
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$69,096
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$76,714
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$76,714
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$549,041
Participant contributions at end of year2014-12-31$193,766
Participant contributions at beginning of year2014-12-31$159,388
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$54,479
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-368
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$773,942
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,788,220
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,014,278
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,234,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,645,309
Interest on participant loans2014-12-31$8,486
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$60,610
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,363,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,216,994
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$400,311
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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$130,964
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$477,007
Contract administrator fees2014-12-31$29,288
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,496
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$7,413
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31SCHNEIDER DOWNS
Accountancy firm EIN2014-12-31251408703
2013 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,196
Total income from all sources (including contributions)2013-12-31$1,922,591
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$711,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$680,728
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$7,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$775,527
Value of total assets at end of year2013-12-31$8,021,691
Value of total assets at beginning of year2013-12-31$6,807,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,667
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$73,438
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$62,063
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$62,063
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$535,287
Participant contributions at end of year2013-12-31$159,388
Participant contributions at beginning of year2013-12-31$191,013
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$18,849
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,668
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,210,783
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,014,278
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,803,495
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,645,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,371,402
Interest on participant loans2013-12-31$8,516
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$64,922
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,216,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,215,206
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,011,563
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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$220,572
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$11,221
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$680,728
Contract administrator fees2013-12-31$23,667
Liabilities. Value of benefit claims payable at end of year2013-12-31$7,413
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,196
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-12-31251408703
2012 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,015
Total income from all sources (including contributions)2012-12-31$1,354,563
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,274,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,246,642
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$4,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$711,109
Value of total assets at end of year2012-12-31$6,807,691
Value of total assets at beginning of year2012-12-31$6,730,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,964
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$78,168
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,697
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$68,697
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$494,214
Participant contributions at end of year2012-12-31$191,013
Participant contributions at beginning of year2012-12-31$223,039
Participant contributions at end of year2012-12-31$18,849
Participant contributions at beginning of year2012-12-31$17,569
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,041
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$103
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$79,761
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,803,495
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,723,734
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,371,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,144,570
Interest on participant loans2012-12-31$10,585
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$67,583
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,215,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,337,640
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$496,486
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$215,854
Employer contributions (assets) at end of year2012-12-31$11,221
Employer contributions (assets) at beginning of year2012-12-31$7,931
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,246,642
Contract administrator fees2012-12-31$23,964
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,196
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,015
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-12-31251408703
2011 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$782,953
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$392,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$340,113
Expenses. Certain deemed distributions of participant loans2011-12-31$16,400
Value of total corrective distributions2011-12-31$7,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$711,157
Value of total assets at end of year2011-12-31$6,730,749
Value of total assets at beginning of year2011-12-31$6,333,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,233
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$74,584
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$69,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$69,275
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
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
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$495,062
Participant contributions at end of year2011-12-31$223,039
Participant contributions at beginning of year2011-12-31$212,457
Participant contributions at end of year2011-12-31$17,569
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,526
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$390,192
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,723,734
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,333,542
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,144,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,983,411
Interest on participant loans2011-12-31$8,394
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$66,190
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,337,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,137,674
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-72,063
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$213,569
Employer contributions (assets) at end of year2011-12-31$7,931
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$340,113
Contract administrator fees2011-12-31$29,233
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,015
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2011-12-31251408703
2010 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$1,243,839
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$526,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$482,727
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$691,803
Value of total assets at end of year2010-12-31$6,333,542
Value of total assets at beginning of year2010-12-31$5,616,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$43,879
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$72,414
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$61,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$61,114
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$466,530
Participant contributions at end of year2010-12-31$212,457
Participant contributions at beginning of year2010-12-31$192,010
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,524
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$717,233
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,333,542
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,616,309
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,983,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,386,971
Interest on participant loans2010-12-31$9,862
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$62,552
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,137,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,037,328
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$418,508
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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$218,749
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$482,727
Contract administrator fees2010-12-31$43,879
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31SCHNEIDER DOWNS & CO, INC.
Accountancy firm EIN2010-12-31251408703
2009 : GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) 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 OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN

2023: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL OF SOUTHWESTERN PENNSYLVANIA 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1162
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1319
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1235
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1227
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,411
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 BrokerUSD $1,411
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1361
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,449
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 BrokerUSD $5,449
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1493
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,215
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 BrokerUSD $5,215
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1341
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,307
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 BrokerUSD $5,307
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE HUNTINGTON INVESTMENT CO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1417
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,556
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 BrokerUSD $5,556
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE HUNTINGTON INVESTMENT CO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1190
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,477
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 BrokerUSD $5,477
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE HUNTINGTON INVESTMENT CO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1265
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,507
Total amount of fees paid to insurance companyUSD $8,314
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 BrokerUSD $10,507
Amount paid for insurance broker fees8314
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameTHE HUNTINGTON INVESTMENT CO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1198
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,665
Total amount of fees paid to insurance companyUSD $1,744
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 BrokerUSD $10,665
Amount paid for insurance broker fees1744
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTHE HUNTINGTON INVESTMENT CO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered1005
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,305
Total amount of fees paid to insurance companyUSD $6,497
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered862
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,363
Total amount of fees paid to insurance companyUSD $6,738
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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

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