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GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN
Plan identification number 001

GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES, INC.
Employer identification number (EIN):341272032
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Additional information about GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1979-03-02
Company Identification Number: 531576
Legal Registered Office Address: 1034 NOLD AVENUE
-
WOOSTER
United States of America (USA)
44691

More information about GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JUDY TALCOTT2024-04-04 JUDY TALCOTT2024-04-04
0012022-01-01
0012021-01-01
0012020-01-01SUSAN GORMAN2021-08-31
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01SUSAN GORMAN
0012012-01-01SUSAN GORMAN
0012011-01-01SUSAN GORMAN
0012010-01-01JANICE ANTAL2011-06-16

Plan Statistics for GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01189
Total number of active participants reported on line 7a of the Form 55002022-01-01239
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01245
Number of participants with account balances2022-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01180
Total number of active participants reported on line 7a of the Form 55002021-01-01180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01187
Number of participants with account balances2021-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01158
Total number of active participants reported on line 7a of the Form 55002020-01-01180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01186
Number of participants with account balances2020-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01142
Total number of active participants reported on line 7a of the Form 55002019-01-01133
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01133
Number of participants with account balances2019-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01150
Total number of active participants reported on line 7a of the Form 55002018-01-01142
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01142
Number of participants with account balances2018-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01179
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01150
Number of participants with account balances2017-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01141
Total number of active participants reported on line 7a of the Form 55002016-01-01170
Number of retired or separated participants receiving benefits2016-01-010
Total of all active and inactive participants2016-01-01170
Total participants2016-01-01170
Number of participants with account balances2016-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Total of all active and inactive participants2015-01-01141
Total participants2015-01-01141
Number of participants with account balances2015-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01138
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Total of all active and inactive participants2014-01-01131
Total participants2014-01-01131
Number of participants with account balances2014-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01132
Total number of active participants reported on line 7a of the Form 55002013-01-01140
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01151
Total participants2013-01-01151
Number of participants with account balances2013-01-0152
2012: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01103
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01134
Total participants2012-01-01134
Number of participants with account balances2012-01-0137
2011: GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01126
Total number of active participants reported on line 7a of the Form 55002011-01-0176
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0179
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-143,537
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$483,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$476,069
Value of total corrective distributions2022-12-31$1,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$207,693
Value of total assets at end of year2022-12-31$1,823,708
Value of total assets at beginning of year2022-12-31$2,450,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,648
Total interest from all sources2022-12-31$1,121
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$36,488
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$36,488
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
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$149,356
Participant contributions at end of year2022-12-31$5,010
Participant contributions at end of year2022-12-31$4,847
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-626,540
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,823,708
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,450,248
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$1,675,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,367,657
Interest on participant loans2022-12-31$10
Interest earned on other investments2022-12-31$1,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$136,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$82,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-388,839
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$53,650
Employer contributions (assets) at end of year2022-12-31$1,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$476,069
Contract administrator fees2022-12-31$5,648
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 name2022-12-31MEADEN& MOORE, LTD
Accountancy firm EIN2022-12-31341818258
2021 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT 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$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$460,848
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$162,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$157,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$233,806
Value of total assets at end of year2021-12-31$2,450,248
Value of total assets at beginning of year2021-12-31$2,151,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,127
Total interest from all sources2021-12-31$719
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$48,300
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$48,300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
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$158,496
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,266
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$14,611
Other income not declared elsewhere2021-12-31$148
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$298,532
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,450,248
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,151,716
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$2,367,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,077,697
Interest earned on other investments2021-12-31$719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$82,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$74,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$177,875
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$56,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$142,578
Contract administrator fees2021-12-31$5,127
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 name2021-12-31REA AND ASSOCIATES
Accountancy firm EIN2021-12-31341310124
2020 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$468,479
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$32,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$230,057
Value of total assets at end of year2020-12-31$2,151,716
Value of total assets at beginning of year2020-12-31$1,715,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,190
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$65,786
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$65,786
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
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
Contributions received from participants2020-12-31$118,876
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$68,246
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 income not declared elsewhere2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$436,290
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,151,716
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,715,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,077,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,713,515
Interest earned on other investments2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$74,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$172,636
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$42,935
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,999
Contract administrator fees2020-12-31$14,190
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2020-12-31341310124
2019 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$438,270
Total of all expenses incurred2019-12-31$49,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$35,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$159,831
Value of total assets at end of year2019-12-31$1,715,426
Value of total assets at beginning of year2019-12-31$1,326,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,085
Total interest from all sources2019-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$69,042
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$69,042
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$120,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$104,241
Participant contributions at beginning of year2019-12-31$353
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,484
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$388,730
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,715,426
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,326,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,713,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,040,826
Interest on participant loans2019-12-31$3
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$284,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$284,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$209,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$33,106
Employer contributions (assets) at end of year2019-12-31$1,911
Employer contributions (assets) at beginning of year2019-12-31$1,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$35,455
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DYER ROCHE & COMPANY, INC.
Accountancy firm EIN2019-12-31201954047
2018 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$75,792
Total of all expenses incurred2018-12-31$191,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$177,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$120,729
Value of total assets at end of year2018-12-31$1,326,696
Value of total assets at beginning of year2018-12-31$1,442,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,740
Total interest from all sources2018-12-31$58
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$68,619
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$68,619
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$120,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$89,314
Participant contributions at end of year2018-12-31$353
Participant contributions at beginning of year2018-12-31$1,620
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-115,902
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,326,696
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,442,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$13,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,040,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,212,735
Interest on participant loans2018-12-31$58
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$284,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$228,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$228,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-113,614
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,357
Employer contributions (assets) at end of year2018-12-31$1,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$177,954
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DYER ROCHE & COMPANY, INC.
Accountancy firm EIN2018-12-31201954047
2017 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$317,007
Total of all expenses incurred2017-12-31$26,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$112,866
Value of total assets at end of year2017-12-31$1,442,598
Value of total assets at beginning of year2017-12-31$1,152,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,919
Total interest from all sources2017-12-31$87
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$69,106
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$69,106
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$120,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$75,713
Participant contributions at end of year2017-12-31$1,620
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$290,499
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,442,598
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,152,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,212,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,019,602
Interest on participant loans2017-12-31$87
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$228,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$130,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$130,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$134,948
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$37,153
Employer contributions (assets) at beginning of year2017-12-31$2,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,589
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2017-12-31341818258
2016 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$214,138
Total of all expenses incurred2016-12-31$78,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$68,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$129,044
Value of total assets at end of year2016-12-31$1,152,099
Value of total assets at beginning of year2016-12-31$1,016,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,996
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$36,261
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$36,261
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$120,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$78,236
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,446
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$135,529
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,152,099
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,016,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$9,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,019,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$887,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$130,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$128,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$128,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$48,833
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$34,362
Employer contributions (assets) at end of year2016-12-31$2,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$68,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2016-12-31341818258
2015 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$129,532
Total of all expenses incurred2015-12-31$40,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$28,020
Value of total corrective distributions2015-12-31$1,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$123,972
Value of total assets at end of year2015-12-31$1,016,570
Value of total assets at beginning of year2015-12-31$927,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,318
Total interest from all sources2015-12-31$129
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,334
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$37,334
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$120,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$94,472
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$89,463
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,016,570
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$927,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$887,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$852,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$128,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$74,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$74,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,903
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$29,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$28,020
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2015-12-31341818258
2014 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$181,517
Total of all expenses incurred2014-12-31$125,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$115,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$127,598
Value of total assets at end of year2014-12-31$927,107
Value of total assets at beginning of year2014-12-31$870,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,851
Total interest from all sources2014-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$41,418
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$41,418
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$120,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$85,613
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,836
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$56,360
Value of net assets at end of year (total assets less liabilities)2014-12-31$927,107
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$870,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$9,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$852,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$870,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$74,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,485
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$30,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$115,306
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2014-12-31341818258
2013 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$265,142
Total of all expenses incurred2013-12-31$87,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$79,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$122,100
Value of total assets at end of year2013-12-31$870,747
Value of total assets at beginning of year2013-12-31$693,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,377
Total interest from all sources2013-12-31$40
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$27,626
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$27,626
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$92,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$96,696
Participant contributions at beginning of year2013-12-31$47
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$400
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$177,201
Value of net assets at end of year (total assets less liabilities)2013-12-31$870,747
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$693,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$8,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$870,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$693,499
Interest on participant loans2013-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$115,376
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$25,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$79,564
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2013-12-31341818258
2012 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$193,408
Total of all expenses incurred2012-12-31$88,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$79,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$113,756
Value of total assets at end of year2012-12-31$693,546
Value of total assets at beginning of year2012-12-31$588,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,456
Total interest from all sources2012-12-31$104
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$16,478
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$16,478
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$75,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$66,517
Participant contributions at end of year2012-12-31$47
Participant contributions at beginning of year2012-12-31$1,638
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$23,449
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$105,312
Value of net assets at end of year (total assets less liabilities)2012-12-31$693,546
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$588,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$8,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$693,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$586,596
Interest on participant loans2012-12-31$104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$63,070
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$23,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$79,640
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2012-12-31341818258
2011 : GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$83,927
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$97,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$90,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$87,306
Value of total assets at end of year2011-12-31$588,234
Value of total assets at beginning of year2011-12-31$602,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,326
Total interest from all sources2011-12-31$310
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,330
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$18,330
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$75,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$63,728
Participant contributions at end of year2011-12-31$1,638
Participant contributions at beginning of year2011-12-31$6,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-14,068
Value of net assets at end of year (total assets less liabilities)2011-12-31$588,234
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$602,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$586,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$595,324
Interest on participant loans2011-12-31$310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-22,019
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$23,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$90,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2011-12-31341818258

Form 5500 Responses for GOODWILL INDUSTRIES OF WAYNE AND HOLMES COUNTIES INC. 403B RETIREMENT PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered245
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $525
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 $525
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered188
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $381
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 $381
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered186
Insurance policy start date2020-09-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3

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