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GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 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.
  • 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 NE IOWA, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF NE IOWA, INC.
Employer identification number (EIN):420839399
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about GOODWILL INDUSTRIES OF NE IOWA, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1962-12-31
Company Identification Number: 070979
Legal Registered Office Address: 2640 FALLS AVE

WATERLOO
United States of America (USA)
50701

More information about GOODWILL INDUSTRIES OF NE IOWA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHARON SAMEC2023-10-02 SHARON SAMEC2023-10-02
0012021-01-01SHARON SAMEC2022-10-14 SHARON SAMEC2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN BROWN
0012016-01-01SHARON SAMEC
0012015-01-01STEVEN BROWN
0012014-01-01SSAMEC
0012013-01-01NICOLE KNUDTSON DAVIES
0012012-01-01NICOLE KNUDTSON DAVIES
0012011-01-01NICOLE KNUDTSON
0012010-01-01SHARON J SAMEC
0012009-01-01CONNIE STROH

Plan Statistics for GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01330
Total number of active participants reported on line 7a of the Form 55002022-01-01331
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01369
Number of participants with account balances2022-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01341
Total number of active participants reported on line 7a of the Form 55002021-01-01228
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01264
Number of participants with account balances2021-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01327
Total number of active participants reported on line 7a of the Form 55002020-01-01251
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01290
Number of participants with account balances2020-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01323
Total number of active participants reported on line 7a of the Form 55002019-01-01230
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01295
Number of participants with account balances2019-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01315
Total number of active participants reported on line 7a of the Form 55002018-01-01249
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01306
Number of participants with account balances2018-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01332
Total number of active participants reported on line 7a of the Form 55002017-01-01236
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01287
Number of participants with account balances2017-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01313
Total number of active participants reported on line 7a of the Form 55002016-01-01268
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01307
Total participants2016-01-01307
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01309
Total number of active participants reported on line 7a of the Form 55002015-01-01261
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01288
Number of participants with account balances2015-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01248
Total number of active participants reported on line 7a of the Form 55002014-01-01256
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01283
Number of participants with account balances2014-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01258
Total number of active participants reported on line 7a of the Form 55002013-01-01203
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01222
Number of participants with account balances2013-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01233
Total number of active participants reported on line 7a of the Form 55002012-01-01183
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01233
Number of participants with account balances2012-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01252
Total number of active participants reported on line 7a of the Form 55002011-01-01172
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01217
Number of participants with account balances2011-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01219
Total number of active participants reported on line 7a of the Form 55002010-01-01150
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0178
Total of all active and inactive participants2010-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01228
Number of participants with account balances2010-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01198
Total number of active participants reported on line 7a of the Form 55002009-01-01160
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01204
Number of participants with account balances2009-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
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$0
Total income from all sources (including contributions)2022-12-31$-633,444
Total of all expenses incurred2022-12-31$496,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$461,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$569,331
Value of total assets at end of year2022-12-31$5,433,223
Value of total assets at beginning of year2022-12-31$6,563,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,199
Total interest from all sources2022-12-31$6,801
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,180
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$7,180
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$318,599
Participant contributions at end of year2022-12-31$82,193
Participant contributions at beginning of year2022-12-31$47,845
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,804
Other income not declared elsewhere2022-12-31$99
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,129,995
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,433,223
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,563,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$553,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$678,077
Value of interest in pooled separate accounts at end of year2022-12-31$1,444,979
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,028,372
Interest on participant loans2022-12-31$3,524
Interest earned on other investments2022-12-31$3,277
Value of interest in common/collective trusts at end of year2022-12-31$3,137,026
Value of interest in common/collective trusts at beginning of year2022-12-31$3,642,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$215,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$166,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-131,174
Net investment gain/loss from pooled separate accounts2022-12-31$-453,551
Net investment gain or loss from common/collective trusts2022-12-31$-632,130
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$227,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$461,352
Contract administrator fees2022-12-31$35,199
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2022-12-31420991212
2021 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,418,156
Total of all expenses incurred2021-12-31$373,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$346,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$478,437
Value of total assets at end of year2021-12-31$6,563,218
Value of total assets at beginning of year2021-12-31$5,518,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,921
Total interest from all sources2021-12-31$5,212
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,427
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$279,447
Participant contributions at end of year2021-12-31$47,845
Participant contributions at beginning of year2021-12-31$56,253
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,209
Other income not declared elsewhere2021-12-31$5,992
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$1,044,465
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,563,218
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,518,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$678,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$571,810
Value of interest in pooled separate accounts at end of year2021-12-31$2,028,372
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,727,967
Interest on participant loans2021-12-31$2,462
Interest earned on other investments2021-12-31$2,750
Value of interest in common/collective trusts at end of year2021-12-31$3,642,233
Value of interest in common/collective trusts at beginning of year2021-12-31$2,964,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$166,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$198,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$66,930
Net investment gain/loss from pooled separate accounts2021-12-31$422,652
Net investment gain or loss from common/collective trusts2021-12-31$430,506
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
Contributions received in cash from employer2021-12-31$179,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$346,770
Contract administrator fees2021-12-31$26,921
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOGAN - HANSEN, P.C.
Accountancy firm EIN2021-12-31420991212
2020 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$142,227
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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,253,623
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$968,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$921,891
Expenses. Certain deemed distributions of participant loans2020-12-31$15,112
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$497,074
Value of total assets at end of year2020-12-31$5,518,753
Value of total assets at beginning of year2020-12-31$5,091,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,244
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$5,402
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,581
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$225,701
Participant contributions at end of year2020-12-31$56,253
Participant contributions at beginning of year2020-12-31$73,195
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$75,301
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$285,376
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,518,753
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,091,150
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$15,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$571,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$1,727,967
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,867,450
Interest on participant loans2020-12-31$2,842
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$2,560
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,964,255
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$198,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$150,505
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,425
Net investment gain/loss from pooled separate accounts2020-12-31$608,496
Net investment gain or loss from common/collective trusts2020-12-31$116,645
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$196,072
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$921,891
Contract administrator fees2020-12-31$16,183
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HOGAN-HANSEN PC
Accountancy firm EIN2020-12-31420991212
2019 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,274,422
Total of all expenses incurred2019-12-31$362,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$327,598
Expenses. Certain deemed distributions of participant loans2019-12-31$9,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$386,969
Value of total assets at end of year2019-12-31$5,091,150
Value of total assets at beginning of year2019-12-31$4,179,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,259
Total interest from all sources2019-12-31$6,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$202,210
Participant contributions at end of year2019-12-31$73,195
Participant contributions at beginning of year2019-12-31$103,515
Administrative expenses (other) incurred2019-12-31$6,564
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$911,749
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,091,150
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,179,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,695
Value of interest in pooled separate accounts at end of year2019-12-31$4,867,450
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,877,720
Interest on participant loans2019-12-31$4,129
Interest earned on other investments2019-12-31$2,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$150,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$198,166
Net investment gain/loss from pooled separate accounts2019-12-31$880,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$184,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$327,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOGAN HANSEN, P.C.
Accountancy firm EIN2019-12-31420991212
2018 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$186,243
Total of all expenses incurred2018-12-31$267,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$234,075
Expenses. Certain deemed distributions of participant loans2018-12-31$10,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$406,620
Value of total assets at end of year2018-12-31$4,179,401
Value of total assets at beginning of year2018-12-31$4,261,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,374
Total interest from all sources2018-12-31$8,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$203,140
Participant contributions at end of year2018-12-31$103,515
Participant contributions at beginning of year2018-12-31$128,584
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$23,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-81,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,179,401
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,261,155
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$3,877,720
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,949,727
Interest on participant loans2018-12-31$5,587
Interest earned on other investments2018-12-31$2,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$198,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$182,844
Net investment gain/loss from pooled separate accounts2018-12-31$-228,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$201,117
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$234,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31HOGAN HANSEN, P.C.
Accountancy firm EIN2018-12-31420991212
2017 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,018,501
Total of all expenses incurred2017-12-31$617,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$594,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$379,310
Value of total assets at end of year2017-12-31$4,261,155
Value of total assets at beginning of year2017-12-31$3,860,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,616
Total interest from all sources2017-12-31$6,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$195,152
Participant contributions at end of year2017-12-31$128,584
Participant contributions at beginning of year2017-12-31$97,269
Administrative expenses (other) incurred2017-12-31$23,616
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$400,883
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,261,155
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,860,272
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$3,949,727
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,583,515
Interest on participant loans2017-12-31$4,292
Interest earned on other investments2017-12-31$2,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$182,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$179,488
Net investment gain/loss from pooled separate accounts2017-12-31$632,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$184,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$594,002
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31HOGAN HANSEN, P.C.
Accountancy firm EIN2017-12-31420991212
2016 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$609,188
Total of all expenses incurred2016-12-31$166,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$144,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$348,215
Value of total assets at end of year2016-12-31$3,860,272
Value of total assets at beginning of year2016-12-31$3,417,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,462
Total interest from all sources2016-12-31$6,548
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$195,239
Participant contributions at end of year2016-12-31$97,269
Participant contributions at beginning of year2016-12-31$104,431
Other income not declared elsewhere2016-12-31$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$443,129
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,860,272
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,417,143
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$3,583,515
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,126,601
Interest on participant loans2016-12-31$4,126
Interest earned on other investments2016-12-31$2,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$179,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$186,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$254,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$152,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$144,597
Contract administrator fees2016-12-31$21,462
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 name2016-12-31HOGAN HANSEN, P.C.
Accountancy firm EIN2016-12-31420991212
2015 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$281,711
Total of all expenses incurred2015-12-31$131,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$111,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$326,019
Value of total assets at end of year2015-12-31$3,566,059
Value of total assets at beginning of year2015-12-31$3,415,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,886
Total interest from all sources2015-12-31$6,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$176,211
Participant contributions at end of year2015-12-31$104,431
Participant contributions at beginning of year2015-12-31$89,033
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$254
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$150,096
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,566,059
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,415,963
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$3,126,601
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,148,383
Interest on participant loans2015-12-31$3,736
Interest earned on other investments2015-12-31$2,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$186,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$178,547
Net investment gain/loss from pooled separate accounts2015-12-31$-50,933
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$149,554
Employer contributions (assets) at end of year2015-12-31$148,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$111,729
Contract administrator fees2015-12-31$19,886
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 name2015-12-31HOGAN HANSEN, P.C.
Accountancy firm EIN2015-12-31420991212
2014 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$432,567
Total of all expenses incurred2014-12-31$331,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$315,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$183,585
Value of total assets at end of year2014-12-31$3,415,963
Value of total assets at beginning of year2014-12-31$3,315,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,254
Total interest from all sources2014-12-31$6,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$183,585
Participant contributions at end of year2014-12-31$89,033
Participant contributions at beginning of year2014-12-31$81,891
Other income not declared elsewhere2014-12-31$385
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$100,843
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,415,963
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,315,120
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$3,148,383
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,061,399
Interest on participant loans2014-12-31$3,925
Interest earned on other investments2014-12-31$2,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$178,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$171,830
Net investment gain/loss from pooled separate accounts2014-12-31$241,857
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$315,470
Contract administrator fees2014-12-31$16,254
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 name2014-12-31HOGAN HANSEN, P.C.
Accountancy firm EIN2014-12-31420991212
2013 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$708,254
Total of all expenses incurred2013-12-31$111,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$91,533
Expenses. Certain deemed distributions of participant loans2013-12-31$4,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$217,012
Value of total assets at end of year2013-12-31$3,315,120
Value of total assets at beginning of year2013-12-31$2,718,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,353
Total interest from all sources2013-12-31$3,684
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$500,000
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$172,571
Participant contributions at end of year2013-12-31$81,891
Participant contributions at beginning of year2013-12-31$94,388
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$44,235
Other income not declared elsewhere2013-12-31$2,515
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$597,066
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,315,120
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,718,054
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$3,061,399
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,336,983
Interest on participant loans2013-12-31$3,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$171,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$148,716
Net investment gain/loss from pooled separate accounts2013-12-31$485,043
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$206
Employer contributions (assets) at beginning of year2013-12-31$137,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$91,533
Contract administrator fees2013-12-31$15,353
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 name2013-12-31BERGAN, PAULSEN, & COMPANY, P.C.
Accountancy firm EIN2013-12-31421243538
2012 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$673,797
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$541,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$502,827
Expenses. Certain deemed distributions of participant loans2012-12-31$25,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$346,939
Value of total assets at end of year2012-12-31$2,718,054
Value of total assets at beginning of year2012-12-31$2,586,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,685
Total interest from all sources2012-12-31$6,166
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$202,503
Participant contributions at end of year2012-12-31$94,388
Participant contributions at beginning of year2012-12-31$127,241
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$6,649
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,469
Other income not declared elsewhere2012-12-31$2,939
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$131,933
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,718,054
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,586,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,336,983
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,178,749
Interest on participant loans2012-12-31$6,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$148,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$157,997
Net investment gain/loss from pooled separate accounts2012-12-31$317,753
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$137,967
Employer contributions (assets) at end of year2012-12-31$137,967
Employer contributions (assets) at beginning of year2012-12-31$115,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$502,827
Contract administrator fees2012-12-31$13,685
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 name2012-12-31BERGAN, PAULSEN, & COMPANY, P.C.
Accountancy firm EIN2012-12-31421243538
2011 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$270,822
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$406,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$384,403
Expenses. Certain deemed distributions of participant loans2011-12-31$8,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$300,471
Value of total assets at end of year2011-12-31$2,586,121
Value of total assets at beginning of year2011-12-31$2,721,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,988
Total interest from all sources2011-12-31$5,834
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$184,986
Participant contributions at end of year2011-12-31$127,241
Participant contributions at beginning of year2011-12-31$103,050
Participant contributions at end of year2011-12-31$6,649
Other income not declared elsewhere2011-12-31$2,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-135,787
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,586,121
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,721,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,178,749
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,387,519
Interest on participant loans2011-12-31$5,834
Value of interest in common/collective trusts at beginning of year2011-12-31$86,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$157,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,999
Net investment gain/loss from pooled separate accounts2011-12-31$-37,866
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$115,485
Employer contributions (assets) at end of year2011-12-31$115,485
Employer contributions (assets) at beginning of year2011-12-31$123,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$384,403
Contract administrator fees2011-12-31$13,988
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 name2011-12-31BERGAN, PAULSEN, & COMPANY, P.C.
Accountancy firm EIN2011-12-31421243538
2010 : GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$658,586
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$160,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$149,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$310,039
Value of total assets at end of year2010-12-31$2,721,908
Value of total assets at beginning of year2010-12-31$2,223,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,694
Total interest from all sources2010-12-31$4,916
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$186,932
Participant contributions at end of year2010-12-31$103,050
Participant contributions at beginning of year2010-12-31$54,270
Other income not declared elsewhere2010-12-31$355
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$498,067
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,721,908
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,223,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,830,271
Value of interest in pooled separate accounts at end of year2010-12-31$2,387,519
Interest on participant loans2010-12-31$4,916
Value of interest in common/collective trusts at end of year2010-12-31$86,233
Value of interest in common/collective trusts at beginning of year2010-12-31$225,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$121,693
Net investment gain/loss from pooled separate accounts2010-12-31$213,490
Net investment gain or loss from common/collective trusts2010-12-31$3,590
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$123,107
Employer contributions (assets) at end of year2010-12-31$123,107
Employer contributions (assets) at beginning of year2010-12-31$113,850
Income. Dividends from common stock2010-12-31$4,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$149,825
Contract administrator fees2010-12-31$10,694
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 name2010-12-31BERGAN PULSEN & COMPANY PC
Accountancy firm EIN2010-12-31421243538

Form 5500 Responses for GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN

2022: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 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: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 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: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF N.E. IOWA, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered369
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number470874
Policy instance 1
Insurance contract or identification number470874
Number of Individuals Covered369
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered264
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number470874
Policy instance 1
Insurance contract or identification number470874
Number of Individuals Covered264
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801182
Policy instance 3
Insurance contract or identification number801182
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-11-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number470874
Policy instance 2
Insurance contract or identification number470874
Number of Individuals Covered290
Insurance policy start date2020-11-15
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered290
Insurance policy start date2020-11-15
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801182
Policy instance 1
Insurance contract or identification number801182
Number of Individuals Covered268
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801182
Policy instance 1
Insurance contract or identification number801182
Number of Individuals Covered261
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,426
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,426
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801182
Policy instance 1
Insurance contract or identification number801182
Number of Individuals Covered253
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,683
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,683
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATOIN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801182
Policy instance 1
Insurance contract or identification number801182
Number of Individuals Covered181
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,445
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,445
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATOIN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801182
Policy instance 1
Insurance contract or identification number801182
Number of Individuals Covered191
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,020
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,020
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATOIN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801182
Policy instance 1
Insurance contract or identification number801182
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,460
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,873
Insurance broker organization code?3
Insurance broker nameSUNSET FINANCIAL SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801182
Policy instance 1
Insurance contract or identification number801182
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,848
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,848
Insurance broker organization code?3
Insurance broker nameSUNSET FINANCIAL SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801182
Policy instance 1
Insurance contract or identification number801182
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,882
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801182
Policy instance 1
Insurance contract or identification number801182
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,879
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,879
Insurance broker organization code?3
Insurance broker nameSUNSET FINANCIAL SERVICES

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