GOODWELL AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016 : GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $7,648 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $119,390 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $116,495 |
| Total plan assets at end of year | 2016-12-31 | $309,236 |
| Total plan assets at beginning of year | 2016-12-31 | $420,978 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $7,648 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-111,742 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $309,236 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $420,978 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $25,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,895 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $9,402 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,613 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $420,978 |
| Total plan assets at beginning of year | 2015-12-31 | $414,189 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $9,402 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $6,789 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $420,978 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $414,189 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $25,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,613 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $33,606 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $223,750 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $221,286 |
| Total plan assets at end of year | 2014-12-31 | $414,189 |
| Total plan assets at beginning of year | 2014-12-31 | $604,333 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $33,606 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-190,144 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $414,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $604,333 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $12,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,464 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $52,980 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $4,019 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,911 |
| Total plan assets at end of year | 2013-12-31 | $604,333 |
| Total plan assets at beginning of year | 2013-12-31 | $555,372 |
| Total contributions received or receivable from participants | 2013-12-31 | $26,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,108 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $6,634 |
| Other income received | 2013-12-31 | $20,346 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $48,961 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $604,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $555,372 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $12,000 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $383,786 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,604 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $555,372 |
| Total plan assets at beginning of year | 2012-12-31 | $173,190 |
| Total contributions received or receivable from participants | 2012-12-31 | $47,500 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,604 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $329,929 |
| Other income received | 2012-12-31 | $6,357 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $382,182 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $555,372 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $173,190 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $12,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2016: GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: GOODWELL AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
