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EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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 THE CHESAPEA KE, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF THE CHESAPEA KE, INC.
Employer identification number (EIN):520591576
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01GERALD GRASSO
0022017-01-01GERALD A GRASSO GERALD A GRASSO2018-08-28
0022016-01-01GERALD A GRASSO GERALD A GRASSO2017-08-24
0022015-01-01GERALD GRASSO GERALD GRASSO2016-08-01
0022014-01-01GERALD GRASSO GERALD GRASSO2015-07-31
0022013-01-01GERALD GRASSO
0022012-01-01GERALD GRASSO GERALD GRASSO2013-08-01
0022011-01-01GERALD GRASSO GERALD GRASSO2012-07-30
0022010-01-01GERALD GRASSO GERALD GRASSO2011-07-25
0022009-01-01GERALD GRASSO GERALD GRASSO2010-09-17

Plan Statistics for EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2022 401k membership
Total participants, beginning-of-year2022-01-01601
Total number of active participants reported on line 7a of the Form 55002022-01-01659
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01307
Total of all active and inactive participants2022-01-01966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01966
Number of participants with account balances2022-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2021 401k membership
Total participants, beginning-of-year2021-01-01572
Total number of active participants reported on line 7a of the Form 55002021-01-01379
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01216
Total of all active and inactive participants2021-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01601
Number of participants with account balances2021-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0167
2020: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2020 401k membership
Total participants, beginning-of-year2020-01-01548
Total number of active participants reported on line 7a of the Form 55002020-01-01381
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01188
Total of all active and inactive participants2020-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01572
Number of participants with account balances2020-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0159
2019: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2019 401k membership
Total participants, beginning-of-year2019-01-01529
Total number of active participants reported on line 7a of the Form 55002019-01-01434
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01548
Number of participants with account balances2019-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2018 401k membership
Total participants, beginning-of-year2018-01-01493
Total number of active participants reported on line 7a of the Form 55002018-01-01396
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01123
Total of all active and inactive participants2018-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-01529
Number of participants with account balances2018-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0149
2017: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2017 401k membership
Total participants, beginning-of-year2017-01-01467
Total number of active participants reported on line 7a of the Form 55002017-01-01376
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01107
Total of all active and inactive participants2017-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-01493
Number of participants with account balances2017-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0146
2016: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2016 401k membership
Total participants, beginning-of-year2016-01-01427
Total number of active participants reported on line 7a of the Form 55002016-01-01365
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0191
Total of all active and inactive participants2016-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-01467
Number of participants with account balances2016-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0167
2015: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2015 401k membership
Total participants, beginning-of-year2015-01-01652
Total number of active participants reported on line 7a of the Form 55002015-01-01353
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-01427
Number of participants with account balances2015-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01196
2014: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2014 401k membership
Total participants, beginning-of-year2014-01-01657
Total number of active participants reported on line 7a of the Form 55002014-01-01362
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01283
Total of all active and inactive participants2014-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01652
Number of participants with account balances2014-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0151
2013: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2013 401k membership
Total participants, beginning-of-year2013-01-01449
Total number of active participants reported on line 7a of the Form 55002013-01-01332
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01320
Total of all active and inactive participants2013-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01657
Number of participants with account balances2013-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0156
2012: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2012 401k membership
Total participants, beginning-of-year2012-01-01418
Total number of active participants reported on line 7a of the Form 55002012-01-01455
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01114
Total of all active and inactive participants2012-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01570
Number of participants with account balances2012-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2011 401k membership
Total participants, beginning-of-year2011-01-01397
Total number of active participants reported on line 7a of the Form 55002011-01-01306
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01109
Total of all active and inactive participants2011-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01418
Number of participants with account balances2011-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0136
2010: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2010 401k membership
Total participants, beginning-of-year2010-01-01357
Total number of active participants reported on line 7a of the Form 55002010-01-01299
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0197
Total of all active and inactive participants2010-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01397
Number of participants with account balances2010-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0151
2009: EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2009 401k membership
Total participants, beginning-of-year2009-01-01301
Total number of active participants reported on line 7a of the Form 55002009-01-01259
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0190
Total of all active and inactive participants2009-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01349
Number of participants with account balances2009-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-108,293
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$326,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$291,908
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$544,053
Value of total assets at end of year2022-12-31$4,427,784
Value of total assets at beginning of year2022-12-31$4,862,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,857
Total interest from all sources2022-12-31$3,193
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$221,789
Participant contributions at end of year2022-12-31$141,367
Participant contributions at beginning of year2022-12-31$164,295
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,155
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$69
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$34,857
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-435,058
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,427,784
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,862,842
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,342,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,743,143
Interest on participant loans2022-12-31$798
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$2,395
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$943,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$955,404
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-655,539
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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$319,109
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$291,839
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANDERSON,DAVIS AND ASSOCIATES,CPA
Accountancy firm EIN2022-12-31521867459
2021 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 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$958,156
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$854,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$826,106
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$394,029
Value of total assets at end of year2021-12-31$4,862,842
Value of total assets at beginning of year2021-12-31$4,759,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,240
Total interest from all sources2021-12-31$18,976
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$228,881
Participant contributions at end of year2021-12-31$164,295
Participant contributions at beginning of year2021-12-31$183,719
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,087
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$28,240
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$103,810
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,862,842
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,759,032
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$3,743,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,450,914
Interest on participant loans2021-12-31$8,406
Interest earned on other investments2021-12-31$10,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$955,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,124,399
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$545,151
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$156,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$826,106
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 name2021-12-31ANDERSON,DAVIS AND ASSOCIATES,CPA
Accountancy firm EIN2021-12-31521867549
2020 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 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$909,193
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$428,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$409,089
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$404,697
Value of total assets at end of year2020-12-31$4,759,032
Value of total assets at beginning of year2020-12-31$4,277,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,980
Total interest from all sources2020-12-31$21,246
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$201,311
Participant contributions at end of year2020-12-31$183,719
Participant contributions at beginning of year2020-12-31$227,978
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,414
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$18,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$481,124
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,759,032
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,277,908
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$3,450,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,915,780
Interest on participant loans2020-12-31$10,055
Interest earned on other investments2020-12-31$11,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,124,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,134,150
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$483,250
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$181,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$409,089
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 name2020-12-31ANDERSON,DAVISA ND ASSOCIATES,CPA
Accountancy firm EIN2020-12-31521867549
2019 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,038,082
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$656,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$626,397
Expenses. Certain deemed distributions of participant loans2019-12-31$2,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$485,805
Value of total assets at end of year2019-12-31$4,277,908
Value of total assets at beginning of year2019-12-31$3,896,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,969
Total interest from all sources2019-12-31$31,525
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$242,162
Participant contributions at end of year2019-12-31$227,978
Participant contributions at beginning of year2019-12-31$227,361
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$77,496
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$27,969
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$381,179
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,277,908
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,896,729
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,915,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,432,223
Interest on participant loans2019-12-31$11,142
Interest earned on other investments2019-12-31$20,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,134,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,237,145
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$520,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$166,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$626,397
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 name2019-12-31ANDERSON,DAVIS AND ASSOCIATES,CPA
Accountancy firm EIN2019-12-31521867549
2018 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$276,603
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$685,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$617,732
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$430,965
Value of total assets at end of year2018-12-31$3,896,729
Value of total assets at beginning of year2018-12-31$4,305,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,560
Total interest from all sources2018-12-31$23,457
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$229,313
Participant contributions at end of year2018-12-31$227,361
Participant contributions at beginning of year2018-12-31$273,094
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$45,517
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$67,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-408,689
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,896,729
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,305,418
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,432,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,807,359
Interest on participant loans2018-12-31$11,389
Interest earned on other investments2018-12-31$12,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,237,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,224,965
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-177,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$156,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$617,732
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 name2018-12-31ANDERSON,DAVIS AND ASSOCIATES, CPA
Accountancy firm EIN2018-12-31521867549
2017 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$818,358
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$571,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$484,844
Expenses. Certain deemed distributions of participant loans2017-12-31$1,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$412,462
Value of total assets at end of year2017-12-31$4,305,418
Value of total assets at beginning of year2017-12-31$4,058,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$84,581
Total interest from all sources2017-12-31$22,690
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$213,143
Participant contributions at end of year2017-12-31$273,094
Participant contributions at beginning of year2017-12-31$252,392
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$34,496
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$84,581
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$247,216
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,305,418
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,058,202
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,807,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,489,259
Interest on participant loans2017-12-31$10,186
Interest earned on other investments2017-12-31$12,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,224,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,316,551
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$383,206
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$164,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$484,844
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 name2017-12-31ANDERSON, DAVIS AND ASSOCIATES, CPA
Accountancy firm EIN2017-12-31521861549
2016 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$923,303
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$912,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$832,171
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$700,078
Value of total assets at end of year2016-12-31$4,058,202
Value of total assets at beginning of year2016-12-31$4,047,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,689
Total interest from all sources2016-12-31$22,257
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$226,497
Participant contributions at end of year2016-12-31$252,392
Participant contributions at beginning of year2016-12-31$271,273
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$79,351
Other income not declared elsewhere2016-12-31$10
Administrative expenses (other) incurred2016-12-31$80,689
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$10,443
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,058,202
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,047,759
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,489,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,370,711
Interest on participant loans2016-12-31$8,879
Interest earned on other investments2016-12-31$13,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,316,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,405,775
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$200,958
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$394,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$832,171
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 name2016-12-31ANDERSON, DAVIS AND ASSOCIATES, CPA
Accountancy firm EIN2016-12-31521861549
2015 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$724,954
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$499,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$495,830
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$724,793
Value of total assets at end of year2015-12-31$4,047,759
Value of total assets at beginning of year2015-12-31$3,821,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,288
Total interest from all sources2015-12-31$25,744
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$245,175
Participant contributions at end of year2015-12-31$271,273
Participant contributions at beginning of year2015-12-31$295,487
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$93,274
Other income not declared elsewhere2015-12-31$4
Administrative expenses (other) incurred2015-12-31$3,288
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$225,836
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,047,759
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,821,923
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,370,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,128,711
Interest on participant loans2015-12-31$11,636
Interest earned on other investments2015-12-31$14,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,405,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,397,725
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-25,587
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$386,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$495,830
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 name2015-12-31ANDERSON,DAVIS AND ASSOCIATES, CPA
Accountancy firm EIN2015-12-31521861549
2014 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$772,410
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$425,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$397,363
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$618,178
Value of total assets at end of year2014-12-31$3,821,923
Value of total assets at beginning of year2014-12-31$3,475,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,588
Total interest from all sources2014-12-31$24,969
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$214,789
Participant contributions at end of year2014-12-31$295,487
Participant contributions at beginning of year2014-12-31$251,535
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,761
Other income not declared elsewhere2014-12-31$2,588
Administrative expenses (other) incurred2014-12-31$28,588
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$346,459
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,821,923
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,475,464
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,128,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,708,980
Interest on participant loans2014-12-31$10,198
Interest earned on other investments2014-12-31$14,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,397,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,514,949
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$126,675
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$372,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$397,363
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 name2014-12-31ANDERSON, DAVIS AND ASSOCIATES, CPA
Accountancy firm EIN2014-12-31521861549
2013 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,175,566
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$638,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$392,111
Expenses. Certain deemed distributions of participant loans2013-12-31$3,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$774,328
Value of total assets at end of year2013-12-31$3,474,592
Value of total assets at beginning of year2013-12-31$2,937,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$242,994
Total interest from all sources2013-12-31$32,583
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$215,971
Participant contributions at end of year2013-12-31$251,535
Participant contributions at beginning of year2013-12-31$178,836
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,347
Other income not declared elsewhere2013-12-31$102,914
Administrative expenses (other) incurred2013-12-31$242,994
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$536,937
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,474,592
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,937,655
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,708,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,185,349
Interest on participant loans2013-12-31$8,071
Interest earned on other investments2013-12-31$24,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,514,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,573,470
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$23,363
Net investment gain/loss from pooled separate accounts2013-12-31$265,741
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$557,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$368,748
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 name2013-12-31ANDERSON, DAVIS AND ASSOCIATES, CPA
Accountancy firm EIN2013-12-31521861549
2012 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$896,026
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$351,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$235,439
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$663,754
Value of total assets at end of year2012-12-31$2,937,655
Value of total assets at beginning of year2012-12-31$2,393,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$116,463
Total interest from all sources2012-12-31$30,110
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$182,818
Participant contributions at end of year2012-12-31$178,836
Participant contributions at beginning of year2012-12-31$113,534
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$81,226
Other income not declared elsewhere2012-12-31$93,141
Administrative expenses (other) incurred2012-12-31$116,463
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$544,124
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,937,655
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,393,531
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,185,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$930,133
Interest on participant loans2012-12-31$5,253
Interest earned on other investments2012-12-31$24,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,573,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,349,864
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$109,021
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$399,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$235,439
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 name2012-12-31ANDERSON, DAVIS AND ASSOCIATES, CPA
Accountancy firm EIN2012-12-31521861549
2011 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 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$650,197
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$363,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$251,547
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$542,389
Value of total assets at end of year2011-12-31$2,393,531
Value of total assets at beginning of year2011-12-31$2,106,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$112,109
Total interest from all sources2011-12-31$30,303
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$174,322
Participant contributions at end of year2011-12-31$113,534
Participant contributions at beginning of year2011-12-31$108,386
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,312
Other income not declared elsewhere2011-12-31$79,022
Administrative expenses (other) incurred2011-12-31$112,109
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$286,541
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,393,531
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,106,990
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$930,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$831,679
Interest on participant loans2011-12-31$3,934
Interest earned on other investments2011-12-31$26,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,349,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,166,925
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-1,517
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$348,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$251,547
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 name2011-12-31ANDERSON DAVIS AND ASSOCIATES
Accountancy firm EIN2011-12-31521861549
2010 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$766,036
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$244,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$157,608
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$560,670
Value of total assets at end of year2010-12-31$2,106,990
Value of total assets at beginning of year2010-12-31$1,585,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$87,191
Total interest from all sources2010-12-31$34,555
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$171,328
Participant contributions at end of year2010-12-31$108,386
Participant contributions at beginning of year2010-12-31$81,201
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,152
Other income not declared elsewhere2010-12-31$72,220
Administrative expenses (other) incurred2010-12-31$87,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$521,237
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,106,990
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,585,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$831,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$551,543
Interest on participant loans2010-12-31$3,509
Interest earned on other investments2010-12-31$31,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,166,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$953,009
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$98,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$365,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$157,608
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ANDERSON DAVIS & ASSOCIATES
Accountancy firm EIN2010-12-31521861549
2009 : EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF GOODWILL INDUSTRIES OF CH CHESAPEAKE INC

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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301
Policy instance 1
Insurance contract or identification number056301
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,689
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 Administration1
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?No
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
Amount paid for insurance broker fees2689
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301H
Policy instance 1
Insurance contract or identification number056301H
Number of Individuals Covered601
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,036
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 Administration1
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?No
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 $0
Amount paid for insurance broker fees1036
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301H
Policy instance 1
Insurance contract or identification number056301H
Number of Individuals Covered572
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,036
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 Administration1
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?No
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 $0
Amount paid for insurance broker fees1036
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301H
Policy instance 1
Insurance contract or identification number056301H
Number of Individuals Covered548
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,428
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 Administration1
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?No
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 $0
Amount paid for insurance broker fees1428
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301H
Policy instance 1
Insurance contract or identification number056301H
Number of Individuals Covered529
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,378
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 Administration1
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?No
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 $0
Amount paid for insurance broker fees1378
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301H
Policy instance 1
Insurance contract or identification number056301H
Number of Individuals Covered493
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,157
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 Administration1
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?No
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 $0
Amount paid for insurance broker fees4157
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameCAPITAL AREA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301H
Policy instance 1
Insurance contract or identification number056301H
Number of Individuals Covered427
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,320
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 $0
Amount paid for insurance broker fees3320
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301H
Policy instance 1
Insurance contract or identification number056301H
Number of Individuals Covered652
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,818
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 $0
Amount paid for insurance broker fees3818
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301H
Policy instance 1
Insurance contract or identification number056301H
Number of Individuals Covered657
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,653
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 $0
Amount paid for insurance broker fees1653
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301H
Policy instance 1
Insurance contract or identification number056301H
Number of Individuals Covered449
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $668
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 $0
Amount paid for insurance broker fees236
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDEBORAH TUCKSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301G
Policy instance 1
Insurance contract or identification number056301G
Number of Individuals Covered418
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $849
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056301G
Policy instance 1
Insurance contract or identification number056301G
Number of Individuals Covered397
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $681
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 $0
Amount paid for insurance broker fees405
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameDEBORAH TUCKSON

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