Original filing (PDF)20241011103512NAL0012375667001

GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC.

Name: GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC. — 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC, Form 5500 (2022)
Creator: GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC.

Form 5500

FILING_RECEIVED

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC

401(k) retirement plan

Signals · 1

Late filing · 7.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC..

Plan sponsor

Name

GOODWILL INDUSTRIES VOCATIONAL ENTERPRISES, INC.

EIN

41-0919602

Address

700 GARFIELD AVE · DULUTH, MN · 55802

Phone

(218) 722-6351

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-04-15

Filed

2024-10-11

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

OLSEN THIELEN & CO., LTD.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$31K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT NUMBER FS1 MUTUAL OF AMERICA · EIN 13-1611439 / PN 000	Pooled Separate Account	$0	—

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