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403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 401k Plan overview

Plan Name403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC.
Plan identification number 001

403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 NORTH LOUISIANA, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC.
Employer identification number (EIN):720460816
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01DAVID TINKIS2023-10-11
0012021-01-01KAREN PETERS2022-09-20
0012020-01-01KAREN PETERS2021-10-14
0012019-01-01
0012018-01-01KAREN PETERS2019-10-02
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01KAREN PETERS
0012013-01-01KAREN PETERS
0012012-01-01KAREN PETERS KAREN PETERS2013-09-26
0012011-01-01KAREN PETERS KAREN PETERS2012-10-12
0012010-01-01TARA BALL TARA BALL2011-09-23
0012009-01-01JOHN M RANKIN JOHN M RANKIN2010-10-13

Plan Statistics for 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC.

401k plan membership statisitcs for 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC.

Measure Date Value
2022: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01144
Total number of active participants reported on line 7a of the Form 55002022-01-01109
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01163
Number of participants with account balances2022-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01159
Total number of active participants reported on line 7a of the Form 55002021-01-01121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01166
Number of participants with account balances2021-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01272
Total number of active participants reported on line 7a of the Form 55002020-01-01184
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01230
Number of participants with account balances2020-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01292
Total number of active participants reported on line 7a of the Form 55002019-01-01272
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01320
Number of participants with account balances2019-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-0195
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0183
Number of participants with account balances2018-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-0144
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-0195
Number of participants with account balances2017-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01157
Total number of active participants reported on line 7a of the Form 55002016-01-0197
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01135
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01177
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01157
Number of participants with account balances2015-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01194
Total number of active participants reported on line 7a of the Form 55002014-01-01143
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01177
Number of participants with account balances2014-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01190
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01194
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01210
Total number of active participants reported on line 7a of the Form 55002012-01-01161
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01190
Number of participants with account balances2012-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01212
Total number of active participants reported on line 7a of the Form 55002011-01-01187
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01210
Number of participants with account balances2011-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2010: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01189
Total number of active participants reported on line 7a of the Form 55002010-01-01197
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01212
Number of participants with account balances2010-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01167
Total number of active participants reported on line 7a of the Form 55002009-01-01176
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01189
Number of participants with account balances2009-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC.

Measure Date Value
2022 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-38,931
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$24,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$24,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$74,553
Value of total assets at end of year2022-12-31$644,429
Value of total assets at beginning of year2022-12-31$708,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$420
Total interest from all sources2022-12-31$339
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$-113,823
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$-113,823
Administrative expenses professional fees incurred2022-12-31$420
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$125,000
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$52,964
Participant contributions at end of year2022-12-31$2,906
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-63,723
Value of net assets at end of year (total assets less liabilities)2022-12-31$644,429
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$708,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$489,060
Value of interest in pooled separate accounts at beginning of year2022-12-31$591,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$152,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$116,794
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$21,589
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$24,372
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2022-12-31720398470
2021 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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$108,700
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$50,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$49,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,224
Value of total assets at end of year2021-12-31$708,152
Value of total assets at beginning of year2021-12-31$650,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$761
Total interest from all sources2021-12-31$1,419
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
Administrative expenses professional fees incurred2021-12-31$761
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$125,000
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$19,224
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$667
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$58,068
Value of net assets at end of year (total assets less liabilities)2021-12-31$708,152
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$650,084
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 pooled separate accounts at end of year2021-12-31$591,358
Value of interest in pooled separate accounts at beginning of year2021-12-31$493,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$116,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$155,613
Net investment gain/loss from pooled separate accounts2021-12-31$88,057
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$49,871
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2021-12-31720398470
2020 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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$86,289
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$105,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$104,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,732
Value of total assets at end of year2020-12-31$650,084
Value of total assets at beginning of year2020-12-31$668,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$890
Total interest from all sources2020-12-31$1,065
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
Administrative expenses professional fees incurred2020-12-31$890
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$125,000
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$18,732
Participant contributions at end of year2020-12-31$667
Participant contributions at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-18,915
Value of net assets at end of year (total assets less liabilities)2020-12-31$650,084
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$668,999
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 pooled separate accounts at end of year2020-12-31$493,804
Value of interest in pooled separate accounts at beginning of year2020-12-31$495,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$155,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$173,887
Net investment gain/loss from pooled separate accounts2020-12-31$66,492
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$104,314
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 name2020-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2020-12-31720398470
2019 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$112,283
Total income from all sources (including contributions)2019-12-31$112,283
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,781
Total of all expenses incurred2019-12-31$12,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,682
Value of total assets at end of year2019-12-31$668,999
Value of total assets at end of year2019-12-31$668,999
Value of total assets at beginning of year2019-12-31$569,497
Value of total assets at beginning of year2019-12-31$569,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$860
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$860
Total interest from all sources2019-12-31$3,062
Total interest from all sources2019-12-31$3,062
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$860
Administrative expenses professional fees incurred2019-12-31$860
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$125,000
Value of fidelity bond cover2019-12-31$125,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$19,682
Contributions received from participants2019-12-31$19,682
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$99,502
Value of net income/loss2019-12-31$99,502
Value of net assets at end of year (total assets less liabilities)2019-12-31$668,999
Value of net assets at end of year (total assets less liabilities)2019-12-31$668,999
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$569,497
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$569,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$495,112
Value of interest in pooled separate accounts at end of year2019-12-31$495,112
Value of interest in pooled separate accounts at beginning of year2019-12-31$387,027
Value of interest in pooled separate accounts at beginning of year2019-12-31$387,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$173,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$173,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$182,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$182,470
Net investment gain/loss from pooled separate accounts2019-12-31$89,539
Net investment gain/loss from pooled separate accounts2019-12-31$89,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,921
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm name2019-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2019-12-31720398470
Accountancy firm EIN2019-12-31720398470
2018 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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$0
Total income from all sources (including contributions)2018-12-31$-16,220
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$161,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$160,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,985
Value of total assets at end of year2018-12-31$569,497
Value of total assets at beginning of year2018-12-31$746,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,185
Total interest from all sources2018-12-31$1,821
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$125,000
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$16,985
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-177,487
Value of net assets at end of year (total assets less liabilities)2018-12-31$569,497
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$746,984
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 pooled separate accounts at end of year2018-12-31$387,027
Value of interest in pooled separate accounts at beginning of year2018-12-31$557,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$182,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$189,798
Net investment gain/loss from pooled separate accounts2018-12-31$-35,026
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$160,082
Contract administrator fees2018-12-31$1,185
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 name2018-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2018-12-31720398470
2017 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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$119,717
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$212,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$211,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,994
Value of total assets at end of year2017-12-31$746,984
Value of total assets at beginning of year2017-12-31$839,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,145
Total interest from all sources2017-12-31$2,078
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$125,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$17,994
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-92,430
Value of net assets at end of year (total assets less liabilities)2017-12-31$746,984
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$839,414
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 pooled separate accounts at end of year2017-12-31$557,186
Value of interest in pooled separate accounts at beginning of year2017-12-31$610,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$189,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$228,415
Net investment gain/loss from pooled separate accounts2017-12-31$99,645
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
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$211,002
Contract administrator fees2017-12-31$1,145
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 name2017-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2017-12-31720398470
2016 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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$86,752
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$116,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$114,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$30,310
Value of total assets at end of year2016-12-31$839,414
Value of total assets at beginning of year2016-12-31$869,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,813
Total interest from all sources2016-12-31$2,365
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$125,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$30,310
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-29,604
Value of net assets at end of year (total assets less liabilities)2016-12-31$839,414
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$869,018
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 pooled separate accounts at end of year2016-12-31$610,999
Value of interest in pooled separate accounts at beginning of year2016-12-31$607,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$228,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$261,269
Net investment gain/loss from pooled separate accounts2016-12-31$54,077
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
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$114,543
Contract administrator fees2016-12-31$1,813
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 name2016-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2016-12-31720398470
2015 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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$71,269
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$412,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$410,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$71,856
Value of total assets at end of year2015-12-31$869,018
Value of total assets at beginning of year2015-12-31$1,210,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,361
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,952
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$125,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$61,215
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$3,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-341,586
Value of net assets at end of year (total assets less liabilities)2015-12-31$869,018
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,210,604
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 pooled separate accounts at end of year2015-12-31$607,749
Value of interest in pooled separate accounts at beginning of year2015-12-31$868,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$261,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$337,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,641
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$410,494
Contract administrator fees2015-12-31$2,361
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 name2015-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2015-12-31720398470
2014 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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$205,698
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$362,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$360,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$148,004
Value of total assets at end of year2014-12-31$1,210,604
Value of total assets at beginning of year2014-12-31$1,367,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,208
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,728
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$140,000
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$102,646
Participant contributions at end of year2014-12-31$3,334
Participant contributions at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-156,879
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,210,604
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,367,483
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 pooled separate accounts at end of year2014-12-31$868,391
Value of interest in pooled separate accounts at beginning of year2014-12-31$959,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$337,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$407,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$53,966
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$45,358
Employer contributions (assets) at end of year2014-12-31$1,555
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$360,369
Contract administrator fees2014-12-31$2,208
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 name2014-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2014-12-31720398470
2013 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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$355,277
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$99,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$93,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$163,308
Value of total assets at end of year2013-12-31$1,367,483
Value of total assets at beginning of year2013-12-31$1,111,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,430
Total interest from all sources2013-12-31$4,399
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$112,000
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$105,183
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,325
Other income not declared elsewhere2013-12-31$302
Administrative expenses (other) incurred2013-12-31$6,430
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$255,668
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,367,483
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,111,815
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 pooled separate accounts at end of year2013-12-31$959,893
Value of interest in pooled separate accounts at beginning of year2013-12-31$720,193
Interest earned on other investments2013-12-31$4,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$407,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$391,622
Net investment gain/loss from pooled separate accounts2013-12-31$187,268
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$45,800
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$93,179
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 name2013-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2013-12-31720398470
2012 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$327,090
Total of all expenses incurred2012-12-31$411,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$408,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$229,853
Value of total assets at end of year2012-12-31$1,111,815
Value of total assets at beginning of year2012-12-31$1,196,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,677
Total interest from all sources2012-12-31$6,835
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 bond2012-12-31No
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$152,989
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$5,777
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-84,755
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,111,815
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,196,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$288,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$314,982
Value of interest in pooled separate accounts at end of year2012-12-31$431,488
Value of interest in pooled separate accounts at beginning of year2012-12-31$467,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$391,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$406,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$90,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$67,058
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$2,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$408,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2012-12-31720398470
2011 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$256,187
Total of all expenses incurred2011-12-31$124,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$121,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$280,499
Value of total assets at end of year2011-12-31$1,196,570
Value of total assets at beginning of year2011-12-31$1,065,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,831
Total interest from all sources2011-12-31$7,639
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 bond2011-12-31No
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$183,670
Participant contributions at end of year2011-12-31$5,777
Participant contributions at beginning of year2011-12-31$6,754
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,245
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$131,391
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,196,570
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,065,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$314,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$698,449
Value of interest in pooled separate accounts at end of year2011-12-31$467,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$406,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$356,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-31,951
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$84,584
Employer contributions (assets) at end of year2011-12-31$2,562
Employer contributions (assets) at beginning of year2011-12-31$2,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$121,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31HEARD MCELROY & VESTAL, LLC
Accountancy firm EIN2011-12-31720398470
2010 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$386,754
Total of all expenses incurred2010-12-31$63,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$61,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$273,639
Value of total assets at end of year2010-12-31$1,065,179
Value of total assets at beginning of year2010-12-31$742,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,597
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$190,382
Participant contributions at end of year2010-12-31$6,754
Participant contributions at beginning of year2010-12-31$6,316
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$799
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$322,773
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,065,179
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$742,406
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
Investment advisory and management fees2010-12-31$2,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$698,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$472,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$356,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$260,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$113,115
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$82,458
Employer contributions (assets) at end of year2010-12-31$2,994
Employer contributions (assets) at beginning of year2010-12-31$2,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$61,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31HEARD, MCELROY & VESTAL, LLC
Accountancy firm EIN2010-12-31720398470
2009 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC.

2022: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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 benefit arrangement – InsuranceYes
2016: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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
2016-01-01Plan benefit arrangement - TrustYes
2015: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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
2015-01-01Plan benefit arrangement - TrustYes
2014: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, 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
2014-01-01Plan benefit arrangement - TrustYes
2013: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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
2013-01-01Plan benefit arrangement - TrustYes
2012: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number910679
Policy instance 1
Insurance contract or identification number910679
Number of Individuals Covered94
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 $81
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 fees81
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 number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered166
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 $17
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 fees17
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 number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered159
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 $17
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 fees17
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 number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered84
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 $30
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 fees30
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 number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered83
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 $85
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 fees85
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 number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered95
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 $32
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 fees32
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered157
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 $127
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
Amount paid for insurance broker fees127
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered177
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 $506
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
Amount paid for insurance broker fees506
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered194
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 $802
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 fees802
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered190
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 $923
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees345
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameGORDON ESTES
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered210
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $780
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered212
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,132
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $316
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER GEDDIE

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