Plan Name | GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO |
Employer identification number (EIN): | 310917970 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1977-08-03 |
Company Identification Number: | 502260 |
Legal Registered Office Address: |
457 E MAIN ST PO BOX 93 CHILLICOTHE United States of America (USA) 45601 |
More information about GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | MARVIN JONES | 2019-10-10 | ||
001 | 2017-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | MARVIN JONES | |||
001 | 2015-01-01 | MARVIN JONES | |||
001 | 2014-01-01 | KEITH ALCORN | |||
001 | 2013-01-01 | KEITH ALCORN | |||
001 | 2012-01-01 | KEITH ALCORN |
Measure | Date | Value |
---|---|---|
2022: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 218 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 52 |
Total of all active and inactive participants | 2022-01-01 | 273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 274 |
Number of participants with account balances | 2022-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 17 |
2021: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 173 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 24 |
Total of all active and inactive participants | 2021-01-01 | 198 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 198 |
Number of participants with account balances | 2021-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 11 |
2020: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 39 |
Total of all active and inactive participants | 2020-01-01 | 139 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 139 |
Number of participants with account balances | 2020-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 10 |
2019: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 115 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 33 |
Total of all active and inactive participants | 2019-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 150 |
Number of participants with account balances | 2019-01-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 7 |
2018: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 280 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 239 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 19 |
Total of all active and inactive participants | 2018-01-01 | 258 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 259 |
Number of participants with account balances | 2018-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 8 |
2017: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 282 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 18 |
Total of all active and inactive participants | 2017-01-01 | 300 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 300 |
Number of participants with account balances | 2017-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 17 |
Total of all active and inactive participants | 2016-01-01 | 297 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 298 |
Number of participants with account balances | 2016-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 271 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 281 |
Number of participants with account balances | 2015-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 320 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 303 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
Total of all active and inactive participants | 2014-01-01 | 314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 315 |
Number of participants with account balances | 2014-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 317 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 15 |
Total of all active and inactive participants | 2013-01-01 | 332 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 332 |
Number of participants with account balances | 2013-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 302 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 303 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 303 |
Number of participants with account balances | 2012-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $23,990 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $46,169 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $44,361 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $143,367 |
Value of total assets at end of year | 2022-12-31 | $809,196 |
Value of total assets at beginning of year | 2022-12-31 | $831,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,808 |
Total interest from all sources | 2022-12-31 | $893 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $17,906 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $17,906 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $87,639 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $22,744 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $4,512 |
Administrative expenses (other) incurred | 2022-12-31 | $1,808 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-22,179 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $809,196 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $831,375 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $786,452 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $826,863 |
Interest on participant loans | 2022-12-31 | $891 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-138,176 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $55,728 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $44,361 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WHALEN & COMPANY, CPAS |
Accountancy firm EIN | 2022-12-31 | 310984945 |
2021 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $233,012 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $71,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $69,826 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $140,566 |
Value of total assets at end of year | 2021-12-31 | $831,375 |
Value of total assets at beginning of year | 2021-12-31 | $669,929 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,740 |
Total interest from all sources | 2021-12-31 | $258 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $1,740 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $93,398 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $4,512 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $6,066 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $161,446 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $831,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $669,929 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $826,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $663,863 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $258 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $92,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $47,168 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $69,826 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WHALEN & COMPAN, CPAS |
Accountancy firm EIN | 2021-12-31 | 310984945 |
2020 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $180,623 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $76,592 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $75,785 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $114,050 |
Value of total assets at end of year | 2020-12-31 | $669,929 |
Value of total assets at beginning of year | 2020-12-31 | $565,898 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $807 |
Total interest from all sources | 2020-12-31 | $213 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $807 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $69,944 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $6,066 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $2,788 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $104,031 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $669,929 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $565,898 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $663,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $563,110 |
Interest on participant loans | 2020-12-31 | $213 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $66,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $44,106 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $75,785 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WHITED, SEIGNEUR, SAMS & RAHE CPAS |
Accountancy firm EIN | 2020-12-31 | 310962125 |
2019 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $289,966 |
Total income from all sources (including contributions) | 2019-12-31 | $289,966 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $42,309 |
Total of all expenses incurred | 2019-12-31 | $42,309 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $37,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $37,155 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $876 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $876 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $226,843 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $226,843 |
Value of total assets at end of year | 2019-12-31 | $565,898 |
Value of total assets at end of year | 2019-12-31 | $565,898 |
Value of total assets at beginning of year | 2019-12-31 | $318,241 |
Value of total assets at beginning of year | 2019-12-31 | $318,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,278 |
Total interest from all sources | 2019-12-31 | $281 |
Total interest from all sources | 2019-12-31 | $281 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $4,278 |
Administrative expenses professional fees incurred | 2019-12-31 | $4,278 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $100,000 |
Value of fidelity bond cover | 2019-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $68,330 |
Contributions received from participants | 2019-12-31 | $68,330 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $123,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $123,000 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $2,788 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $2,788 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $7,114 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $7,114 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $247,657 |
Value of net income/loss | 2019-12-31 | $247,657 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $565,898 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $565,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $318,241 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $318,241 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $563,110 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $563,110 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $311,127 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $311,127 |
Interest on participant loans | 2019-12-31 | $281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $62,842 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $62,842 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $35,513 |
Contributions received in cash from employer | 2019-12-31 | $35,513 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $37,155 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $37,155 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WHITED, SEIGNEUR, SAMS & RAHE CPAS |
Accountancy firm name | 2019-12-31 | WHITED, SEIGNEUR, SAMS & RAHE CPAS |
Accountancy firm EIN | 2019-12-31 | 310962125 |
Accountancy firm EIN | 2019-12-31 | 310962125 |
2018 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2018 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $67,692 |
Total of all expenses incurred | 2018-12-31 | $62,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $58,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $87,076 |
Value of total assets at end of year | 2018-12-31 | $318,241 |
Value of total assets at beginning of year | 2018-12-31 | $313,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,330 |
Total interest from all sources | 2018-12-31 | $351 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $54,935 |
Participant contributions at end of year | 2018-12-31 | $7,114 |
Participant contributions at beginning of year | 2018-12-31 | $6,975 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $4,330 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $4,723 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $318,241 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $313,518 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $311,127 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $306,543 |
Interest on participant loans | 2018-12-31 | $351 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-19,735 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $32,141 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $58,639 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SEIGNEUR, SAMES, & RAHE, LTD |
Accountancy firm EIN | 2018-12-31 | 310962125 |
2017 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $68 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $136,042 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $77,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $74,421 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $97,835 |
Value of total assets at end of year | 2017-12-31 | $313,915 |
Value of total assets at beginning of year | 2017-12-31 | $255,296 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,070 |
Total interest from all sources | 2017-12-31 | $130 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,600,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $63,850 |
Participant contributions at end of year | 2017-12-31 | $6,975 |
Participant contributions at beginning of year | 2017-12-31 | $2,001 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $407 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $68 |
Other income not declared elsewhere | 2017-12-31 | $84 |
Administrative expenses (other) incurred | 2017-12-31 | $3,070 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $58,551 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $313,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $255,296 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $306,618 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $253,295 |
Interest on participant loans | 2017-12-31 | $130 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $37,993 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $33,578 |
Employer contributions (assets) at end of year | 2017-12-31 | $322 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $74,421 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SEIGNEUR, SAMES & RAHE, LTD. |
Accountancy firm EIN | 2017-12-31 | 310962125 |
2016 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $108,396 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $203,968 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $202,078 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $101,178 |
Value of total assets at end of year | 2016-12-31 | $255,296 |
Value of total assets at beginning of year | 2016-12-31 | $350,868 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,890 |
Total interest from all sources | 2016-12-31 | $246 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,600,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $57,918 |
Participant contributions at end of year | 2016-12-31 | $2,001 |
Participant contributions at beginning of year | 2016-12-31 | $14,665 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,508 |
Other income not declared elsewhere | 2016-12-31 | $-9 |
Administrative expenses (other) incurred | 2016-12-31 | $1,890 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-95,572 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $255,296 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $350,868 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $253,295 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $336,203 |
Interest on participant loans | 2016-12-31 | $246 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $6,981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $38,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $202,078 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WHITED SEIGNEUR SAMS & RABE, LTD. |
Accountancy firm EIN | 2016-12-31 | 310962125 |
2015 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $94,427 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $57,004 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $54,071 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $96,541 |
Value of total assets at end of year | 2015-12-31 | $350,868 |
Value of total assets at beginning of year | 2015-12-31 | $313,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,933 |
Total interest from all sources | 2015-12-31 | $737 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $58,635 |
Participant contributions at end of year | 2015-12-31 | $14,665 |
Participant contributions at beginning of year | 2015-12-31 | $19,615 |
Administrative expenses (other) incurred | 2015-12-31 | $2,933 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $37,423 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $350,868 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $313,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $336,203 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $293,830 |
Interest on participant loans | 2015-12-31 | $737 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,851 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $37,906 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $54,071 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WHITED SEIGNEUR SAMS & RABE, LLP |
Accountancy firm EIN | 2015-12-31 | 310962125 |
2014 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $99,219 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $37,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $35,798 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $88,064 |
Value of total assets at end of year | 2014-12-31 | $313,445 |
Value of total assets at beginning of year | 2014-12-31 | $252,049 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,025 |
Total interest from all sources | 2014-12-31 | $931 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $50,802 |
Participant contributions at end of year | 2014-12-31 | $19,615 |
Participant contributions at beginning of year | 2014-12-31 | $21,875 |
Administrative expenses (other) incurred | 2014-12-31 | $2,025 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $61,396 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $313,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $252,049 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $293,830 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $230,174 |
Interest on participant loans | 2014-12-31 | $931 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $10,224 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $37,262 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $35,798 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WHITED SEIGNEUR SAMS & RABE, LLP |
Accountancy firm EIN | 2014-12-31 | 310962125 |
2013 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $105,028 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $25,791 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $24,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $76,468 |
Value of total assets at end of year | 2013-12-31 | $252,049 |
Value of total assets at beginning of year | 2013-12-31 | $172,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,270 |
Total interest from all sources | 2013-12-31 | $1,081 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $42,729 |
Participant contributions at end of year | 2013-12-31 | $21,875 |
Participant contributions at beginning of year | 2013-12-31 | $28,426 |
Administrative expenses (other) incurred | 2013-12-31 | $1,270 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $79,237 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $252,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $172,812 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $230,174 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $144,386 |
Interest on participant loans | 2013-12-31 | $1,081 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $27,479 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $33,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $24,521 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WHITED SEIGNEUR SAMS & RABE, LLP |
Accountancy firm EIN | 2013-12-31 | 310962125 |
2012 : GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $177,176 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $169,759 |
Value of total assets at end of year | 2012-12-31 | $172,812 |
Value of total assets at beginning of year | 2012-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $710 |
Total interest from all sources | 2012-12-31 | $975 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $46,121 |
Participant contributions at end of year | 2012-12-31 | $28,426 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $87,930 |
Administrative expenses (other) incurred | 2012-12-31 | $710 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $172,812 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $172,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $144,386 |
Interest on participant loans | 2012-12-31 | $975 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $6,442 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $35,708 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,654 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WHITED SEIGNEUR SAMS & RABE, LLP |
Accountancy firm EIN | 2012-12-31 | 310962125 |
2022: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403(B) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | First time form 5500 has been submitted | Yes |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |