401k Plan data: GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN plan

GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name	GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN
Plan identification number	001

GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name: GOODWILL INDUSTRIES OF GREATER NEBRASKA

Employer identification number (EIN): 470522836

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 KRIS NOLAN BROWN 2013-11-18
001 2012-01-01 KRIS NOLAN BROWN KRIS NOLAN BROWN 2013-09-19
001 2011-01-01 KRIS NOLAN BROWN
001 2009-01-01 KRIS NOLAN BROWN KRIS NOLAN BROWN 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	KRIS NOLAN BROWN	2013-11-18
001	2012-01-01	KRIS NOLAN BROWN		KRIS NOLAN BROWN	2013-09-19
001	2011-01-01	KRIS NOLAN BROWN
001	2009-01-01	KRIS NOLAN BROWN		KRIS NOLAN BROWN	2010-10-13

Plan Statistics for GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN

Measure Date Value
2012: GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 338
Number of other retired or separated participants entitled to future benefits 2012-01-01 56
Total of all active and inactive participants 2012-01-01 394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 394
Number of participants with account balances 2012-01-01 154
2011: GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 337
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 69
Total of all active and inactive participants 2011-01-01 406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 406
Number of participants with account balances 2011-01-01 172
2009: GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 278
Number of other retired or separated participants entitled to future benefits 2009-01-01 50
Total of all active and inactive participants 2009-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 328
Number of participants with account balances 2009-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2012: GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	338
Number of other retired or separated participants entitled to future benefits	2012-01-01	56
Total of all active and inactive participants	2012-01-01	394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	394
Number of participants with account balances	2012-01-01	154
2011: GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	337
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	69
Total of all active and inactive participants	2011-01-01	406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	406
Number of participants with account balances	2011-01-01	172
2009: GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	278
Number of other retired or separated participants entitled to future benefits	2009-01-01	50
Total of all active and inactive participants	2009-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	328
Number of participants with account balances	2009-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN

Measure	Date	Value
2012 : GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$537,343
Total of all expenses incurred	2012-12-31	$293,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$288,181
Value of total corrective distributions	2012-12-31	$659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$344,696
Value of total assets at end of year	2012-12-31	$2,045,876
Value of total assets at beginning of year	2012-12-31	$1,802,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,822
Total interest from all sources	2012-12-31	$17,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$167,730
Participant contributions at end of year	2012-12-31	$64,870
Participant contributions at beginning of year	2012-12-31	$71,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$243,681
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,045,876
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,802,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,331,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,255,152
Interest earned on other investments	2012-12-31	$17,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$649,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$475,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$174,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$176,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$288,181
Contract administrator fees	2012-12-31	$4,822
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ALMQUIST MALTZAHN GALLOWAY AND LUTH
Accountancy firm EIN	2012-12-31	470589915
2011 : GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$313,752
Total of all expenses incurred	2011-12-31	$176,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$171,091
Value of total corrective distributions	2011-12-31	$1,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$355,296
Value of total assets at end of year	2011-12-31	$1,802,195
Value of total assets at beginning of year	2011-12-31	$1,665,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,375
Total interest from all sources	2011-12-31	$16,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$4,000,000
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	$204,103
Participant contributions at end of year	2011-12-31	$71,377
Participant contributions at beginning of year	2011-12-31	$55,707
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	$136,897
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,802,195
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,665,298
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,255,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,216,593
Interest earned on other investments	2011-12-31	$16,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$475,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$392,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-57,693
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
Contributions received in cash from employer	2011-12-31	$151,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$171,091
Contract administrator fees	2011-12-31	$4,375
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
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	ALMQUIST MALTZAHN GALLOWAY AND LUTH
Accountancy firm EIN	2011-12-31	470589915
2010 : GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2010 401k financial data
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
Total income from all sources (including contributions)	2010-12-31	$487,161
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$134,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$129,187
Value of total corrective distributions	2010-12-31	$725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$336,192
Value of total assets at end of year	2010-12-31	$1,665,298
Value of total assets at beginning of year	2010-12-31	$1,312,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,335
Total interest from all sources	2010-12-31	$13,301
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
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$179,001
Participant contributions at end of year	2010-12-31	$55,707
Participant contributions at beginning of year	2010-12-31	$24,830
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
Value of net income/loss	2010-12-31	$352,914
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,665,298
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,312,384
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,216,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$977,279
Interest earned on other investments	2010-12-31	$13,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$392,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$310,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$137,668
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
Contributions received in cash from employer	2010-12-31	$157,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$129,187
Contract administrator fees	2010-12-31	$4,335
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
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	ALMQUIST, MALTZAHN, GALLOWAY & LUTH
Accountancy firm EIN	2010-12-31	470589915

Form 5500 Responses for GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN

2012: GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE 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
2009: GOODWILL INDUSTRIES OF GREATER NE, INC. EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27274

Policy instance

Insurance contract or identification number	CR27274
Number of Individuals Covered	155
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $13,633
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 Broker	USD $13,602
Insurance broker organization code?	4
Insurance broker name	ZAHORIK COMPANY INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27274

Policy instance

Insurance contract or identification number	CR27274
Number of Individuals Covered	172
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $11,146
Total amount of fees paid to insurance company	USD $0
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR27274

Policy instance

Insurance contract or identification number	CR27274
Number of Individuals Covered	165
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,308
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $9,269
Insurance broker organization code?	4
Insurance broker name	ZAHORIK CO, INC.

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Company Name:	GOODWILL INDUSTRIES OF GREATER NEBRASKA
Employer identification number (EIN):	470522836
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services