401k Plan data: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN plan

GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 401k Plan overview

Plan Name	GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN
Plan identification number	002

GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

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

Company Name: GOODWILL INDUSTRIES INC

Employer identification number (EIN): 470378996

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 DAVID PFEFFER
002 2010-01-01 DAVID PFEFFER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2011-01-01	DAVID PFEFFER
002	2010-01-01	DAVID PFEFFER

Plan Statistics for GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN

Measure Date Value
2011: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 616
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 603
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 81
Total of all active and inactive participants 2011-01-01 684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 684
Number of participants with account balances 2011-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 541
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 64
Total of all active and inactive participants 2010-01-01 609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 609
Number of participants with account balances 2010-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2

Measure	Date	Value
2011: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	616
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	603
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	81
Total of all active and inactive participants	2011-01-01	684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	684
Number of participants with account balances	2011-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	541
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	64
Total of all active and inactive participants	2010-01-01	609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	609
Number of participants with account balances	2010-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2

Financial Data on GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN

Measure	Date	Value
2011 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$709,034
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$418,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$284,666
Expenses. Certain deemed distributions of participant loans	2011-12-31	$25,446
Value of total corrective distributions	2011-12-31	$43,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$674,917
Value of total assets at end of year	2011-12-31	$4,745,020
Value of total assets at beginning of year	2011-12-31	$4,454,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$64,834
Total interest from all sources	2011-12-31	$1,694
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$100,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$433,986
Participant contributions at end of year	2011-12-31	$42,235
Participant contributions at beginning of year	2011-12-31	$50,551
Participant contributions at end of year	2011-12-31	$14,164
Participant contributions at beginning of year	2011-12-31	$13,501
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$515
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$290,498
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,745,020
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,454,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$59,007
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,158,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,632,456
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$1,694
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$521,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$751,672
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$32,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$240,931
Employer contributions (assets) at end of year	2011-12-31	$7,978
Employer contributions (assets) at beginning of year	2011-12-31	$5,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$284,666
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Contract administrator fees	2011-12-31	$5,827
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	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FRANKEL ZACHARIA, LLC
Accountancy firm EIN	2011-12-31	470574775
2010 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,215,212
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$107,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$76,535
Expenses. Certain deemed distributions of participant loans	2010-12-31	$23,103
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$826,823
Value of total assets at end of year	2010-12-31	$4,454,522
Value of total assets at beginning of year	2010-12-31	$3,347,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,156
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$1,528
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$378,214
Participant contributions at end of year	2010-12-31	$50,551
Participant contributions at beginning of year	2010-12-31	$36,406
Participant contributions at end of year	2010-12-31	$13,501
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$212,944
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$515
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$1,107,418
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,454,522
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,347,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,632,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,467,491
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$1,528
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$751,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$843,207
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$386,861
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$235,665
Employer contributions (assets) at end of year	2010-12-31	$5,827
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$76,535
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$8,156
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	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FRANKEL ZACHARIA, LLC
Accountancy firm EIN	2010-12-31	470574775

Form 5500 Responses for GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN

2011: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GOODWILL INDUSTRIES INC
Employer identification number (EIN):	470378996
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services