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WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN
Plan identification number 004

WEST COAST FINANCIAL 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

WEST COAST FINANCIAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:WEST COAST FINANCIAL, LLC
Employer identification number (EIN):261516464
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01KRISTEN KOCH2023-10-03
0042021-01-01KRISTEN KOCH2022-10-10
0042020-01-01KRISTEN KOCH2021-10-13
0042019-01-01KRISTEN KOCH2020-09-28
0042018-01-01KRISTEN KOCH2019-10-14
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042014-01-01
0042013-01-01BRIAN D. LLOYD
0042012-01-01BRIAN D. LLOYD
0042011-01-01BRIAN D. LLOYD
0042010-01-01DOUGLAS S. HENDRY
0042009-01-01DOUGLAS S. HENDRY

Plan Statistics for WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0136
Total number of active participants reported on line 7a of the Form 55002022-01-0130
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0139
Number of participants with account balances2022-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0134
Total number of active participants reported on line 7a of the Form 55002021-01-0126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0135
Number of participants with account balances2021-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0134
Total number of active participants reported on line 7a of the Form 55002020-01-0128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0134
Number of participants with account balances2020-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0131
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0134
Number of participants with account balances2019-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0131
Total number of active participants reported on line 7a of the Form 55002018-01-0127
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0131
Number of participants with account balances2018-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-0129
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0131
Number of participants with account balances2017-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0121
Number of participants with account balances2016-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
2013: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$12,695
Total plan liabilities at beginning of year2022-12-31$14,434
Total income from all sources2022-12-31$-654,231
Expenses. Total of all expenses incurred2022-12-31$3,944
Benefits paid (including direct rollovers)2022-12-31$1,829
Total plan assets at end of year2022-12-31$7,266,060
Total plan assets at beginning of year2022-12-31$7,925,974
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$154,250
Expenses. Other expenses not covered elsewhere2022-12-31$625
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,192,524
Net income (gross income less expenses)2022-12-31$-658,175
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,253,365
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,911,540
Assets. Value of participant loans2022-12-31$27,641
Assets. Value of assets in partnership/joint-venture interests2022-12-31$690,831
Total contributions received or receivable from employer(s)2022-12-31$384,043
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,490
2021 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$14,434
Total plan liabilities at beginning of year2021-12-31$8,928
Total income from all sources2021-12-31$1,841,172
Expenses. Total of all expenses incurred2021-12-31$274,407
Benefits paid (including direct rollovers)2021-12-31$267,668
Total plan assets at end of year2021-12-31$7,925,974
Total plan assets at beginning of year2021-12-31$6,353,703
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$335,092
Expenses. Other expenses not covered elsewhere2021-12-31$6,739
Contributions received from other sources (not participants or employers)2021-12-31$3,659
Other income received2021-12-31$1,375,769
Net income (gross income less expenses)2021-12-31$1,566,765
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,911,540
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,344,775
Assets. Value of participant loans2021-12-31$33,609
Assets. Value of assets in partnership/joint-venture interests2021-12-31$607,589
Total contributions received or receivable from employer(s)2021-12-31$126,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$8,928
Total plan liabilities at beginning of year2020-12-31$3,732
Total income from all sources2020-12-31$1,119,424
Expenses. Total of all expenses incurred2020-12-31$876,802
Benefits paid (including direct rollovers)2020-12-31$869,551
Total plan assets at end of year2020-12-31$6,353,703
Total plan assets at beginning of year2020-12-31$6,105,885
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$315,676
Expenses. Other expenses not covered elsewhere2020-12-31$7,251
Other income received2020-12-31$686,033
Net income (gross income less expenses)2020-12-31$242,622
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,344,775
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,102,153
Assets. Value of participant loans2020-12-31$47,439
Assets. Value of assets in partnership/joint-venture interests2020-12-31$462,150
Total contributions received or receivable from employer(s)2020-12-31$117,715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$3,732
Total plan liabilities at beginning of year2019-12-31$1,216
Total income from all sources2019-12-31$1,695,416
Expenses. Total of all expenses incurred2019-12-31$2,030,081
Benefits paid (including direct rollovers)2019-12-31$2,023,058
Total plan assets at end of year2019-12-31$6,105,885
Total plan assets at beginning of year2019-12-31$6,438,034
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$284,238
Assets. Value of loans (other than to participants)2019-12-31$61,677
Expenses. Other expenses not covered elsewhere2019-12-31$7,023
Other income received2019-12-31$1,283,454
Net income (gross income less expenses)2019-12-31$-334,665
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,102,153
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,436,818
Assets. Value of participant loans2019-12-31$91,491
Assets. Value of assets in partnership/joint-venture interests2019-12-31$402,074
Total contributions received or receivable from employer(s)2019-12-31$127,724
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$451,241
2018 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1,216
Total income from all sources2018-12-31$213,642
Expenses. Total of all expenses incurred2018-12-31$1,279,691
Benefits paid (including direct rollovers)2018-12-31$1,277,084
Total plan assets at end of year2018-12-31$6,438,034
Total plan assets at beginning of year2018-12-31$7,502,867
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$297,858
Assets. Value of loans (other than to participants)2018-12-31$93,516
Expenses. Other expenses not covered elsewhere2018-12-31$2,607
Contributions received from other sources (not participants or employers)2018-12-31$1,832
Other income received2018-12-31$-211,428
Net income (gross income less expenses)2018-12-31$-1,066,049
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,436,818
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,502,867
Assets. Value of participant loans2018-12-31$50,042
Assets. Value of assets in partnership/joint-venture interests2018-12-31$738,106
Assets. Value of real-estate (other than employer real property)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$125,380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$17,095
2017 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,651,061
Expenses. Total of all expenses incurred2017-12-31$71,323
Benefits paid (including direct rollovers)2017-12-31$70,412
Total plan assets at end of year2017-12-31$7,502,867
Total plan assets at beginning of year2017-12-31$4,923,129
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$235,086
Assets. Value of loans (other than to participants)2017-12-31$95,462
Expenses. Other expenses not covered elsewhere2017-12-31$911
Contributions received from other sources (not participants or employers)2017-12-31$1,429,042
Other income received2017-12-31$817,873
Net income (gross income less expenses)2017-12-31$2,579,738
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,502,867
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,923,129
Assets. Value of participant loans2017-12-31$74,843
Assets. Value of assets in partnership/joint-venture interests2017-12-31$663,753
Assets. Value of real-estate (other than employer real property)2017-12-31$26,250
Total contributions received or receivable from employer(s)2017-12-31$169,060
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$943,198
Expenses. Total of all expenses incurred2016-12-31$247,625
Benefits paid (including direct rollovers)2016-12-31$247,115
Total plan assets at end of year2016-12-31$4,923,129
Total plan assets at beginning of year2016-12-31$4,227,556
Value of fidelity bond covering the plan2016-12-31$450,000
Total contributions received or receivable from participants2016-12-31$138,820
Assets. Value of loans (other than to participants)2016-12-31$97,332
Expenses. Other expenses not covered elsewhere2016-12-31$510
Contributions received from other sources (not participants or employers)2016-12-31$163,222
Other income received2016-12-31$534,196
Net income (gross income less expenses)2016-12-31$695,573
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,923,129
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,227,556
Assets. Value of participant loans2016-12-31$32,881
Assets. Value of assets in partnership/joint-venture interests2016-12-31$568,504
Assets. Value of real-estate (other than employer real property)2016-12-31$35,000
Total contributions received or receivable from employer(s)2016-12-31$106,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$371,153
Expenses. Total of all expenses incurred2015-12-31$62,806
Benefits paid (including direct rollovers)2015-12-31$62,561
Total plan assets at end of year2015-12-31$4,227,556
Total plan assets at beginning of year2015-12-31$3,919,209
Value of fidelity bond covering the plan2015-12-31$450,000
Total contributions received or receivable from participants2015-12-31$80,348
Assets. Value of loans (other than to participants)2015-12-31$99,275
Expenses. Other expenses not covered elsewhere2015-12-31$245
Contributions received from other sources (not participants or employers)2015-12-31$273,730
Other income received2015-12-31$-158,225
Net income (gross income less expenses)2015-12-31$308,347
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,227,556
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,919,209
Assets. Value of participant loans2015-12-31$49,487
Assets. Value of assets in partnership/joint-venture interests2015-12-31$458,990
Total contributions received or receivable from employer(s)2015-12-31$175,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$724
Total income from all sources2014-12-31$577,729
Expenses. Total of all expenses incurred2014-12-31$59,446
Benefits paid (including direct rollovers)2014-12-31$58,979
Total plan assets at end of year2014-12-31$3,922,440
Total plan assets at beginning of year2014-12-31$3,404,881
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$76,199
Other income received2014-12-31$345,628
Net income (gross income less expenses)2014-12-31$518,283
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,922,440
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,404,157
Assets. Value of participant loans2014-12-31$81,432
Assets. Value of assets in partnership/joint-venture interests2014-12-31$436,152
Total contributions received or receivable from employer(s)2014-12-31$155,902
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$467
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$724
Total plan liabilities at beginning of year2013-12-31$3,462
Total income from all sources2013-12-31$859,020
Expenses. Total of all expenses incurred2013-12-31$50,000
Benefits paid (including direct rollovers)2013-12-31$50,000
Total plan assets at end of year2013-12-31$3,404,881
Total plan assets at beginning of year2013-12-31$2,598,599
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$74,017
Assets. Value of loans (other than to participants)2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$657,849
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$809,020
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,404,157
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,595,137
Assets. Value of participant loans2013-12-31$47,267
Assets. Value of assets in partnership/joint-venture interests2013-12-31$284,679
Total contributions received or receivable from employer(s)2013-12-31$127,154
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 securities2013-12-31$0
2012 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$3,462
Total plan liabilities at beginning of year2012-12-31$3,462
Total income from all sources2012-12-31$531,443
Expenses. Total of all expenses incurred2012-12-31$42,411
Benefits paid (including direct rollovers)2012-12-31$42,386
Total plan assets at end of year2012-12-31$2,598,599
Total plan assets at beginning of year2012-12-31$2,109,567
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$70,890
Assets. Value of loans (other than to participants)2012-12-31$33,150
Expenses. Other expenses not covered elsewhere2012-12-31$25
Contributions received from other sources (not participants or employers)2012-12-31$41,962
Other income received2012-12-31$294,443
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$489,032
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,595,137
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,106,105
Assets. Value of participant loans2012-12-31$72,220
Assets. Value of assets in partnership/joint-venture interests2012-12-31$245,000
Total contributions received or receivable from employer(s)2012-12-31$124,148
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$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 securities2012-12-31$42,386
2011 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$3,462
Total plan liabilities at beginning of year2011-12-31$1,449
Total income from all sources2011-12-31$158,025
Expenses. Total of all expenses incurred2011-12-31$41,027
Benefits paid (including direct rollovers)2011-12-31$40,927
Total plan assets at end of year2011-12-31$2,113,810
Total plan assets at beginning of year2011-12-31$1,994,799
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$61,650
Expenses. Other expenses not covered elsewhere2011-12-31$100
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,311
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$116,998
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,110,348
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,993,350
Assets. Value of assets in partnership/joint-venture interests2011-12-31$243,752
Assets. Value of real-estate (other than employer real property)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$95,064
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$40,927
2010 : WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$1,449
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$385,319
Expenses. Total of all expenses incurred2010-12-31$299,345
Benefits paid (including direct rollovers)2010-12-31$299,295
Total plan assets at end of year2010-12-31$1,994,799
Total plan assets at beginning of year2010-12-31$1,907,376
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$62,900
Expenses. Other expenses not covered elsewhere2010-12-31$50
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$235,344
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$85,974
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,993,350
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,907,376
Assets. Value of assets in partnership/joint-venture interests2010-12-31$20,000
Assets. Value of real-estate (other than employer real property)2010-12-31$110,000
Total contributions received or receivable from employer(s)2010-12-31$87,075
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$142,085

Form 5500 Responses for WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN

2022: WEST COAST FINANCIAL 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEST COAST FINANCIAL 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEST COAST FINANCIAL 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEST COAST FINANCIAL 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEST COAST FINANCIAL 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEST COAST FINANCIAL 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

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