401k Plan data: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN plan

PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN
Plan identification number	002

PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

PACIFIC WEST ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: PACIFIC WEST ADVISORS, INC.

Employer identification number (EIN): 474174962

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01 TIMOTHY PENKALA 2024-01-11
002 2021-04-01 TIMOTHY PENKALA 2023-01-10 TIMOTHY PENKALA 2023-01-10
002 2020-04-01 TIMOTHY PENKALA 2022-01-10 TIMOTHY PENKALA 2022-01-10
002 2019-04-01 TIMOTHY PENKALA 2021-01-13 TIMOTHY PENKALA 2021-01-13
002 2018-04-01
002 2017-04-01 TIMOTHY PENKALA TIMOTHY PENKALA 2019-01-07
002 2016-04-01 TIMOTHY PENKALA TIMOTHY PENKALA 2018-01-10
002 2015-04-01 TIMOTHY PENKALA 2017-01-17 TIMOTHY PENKALA 2017-01-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-04-01	TIMOTHY PENKALA	2024-01-11
002	2021-04-01	TIMOTHY PENKALA	2023-01-10	TIMOTHY PENKALA	2023-01-10
002	2020-04-01	TIMOTHY PENKALA	2022-01-10	TIMOTHY PENKALA	2022-01-10
002	2019-04-01	TIMOTHY PENKALA	2021-01-13	TIMOTHY PENKALA	2021-01-13
002	2018-04-01
002	2017-04-01	TIMOTHY PENKALA		TIMOTHY PENKALA	2019-01-07
002	2016-04-01	TIMOTHY PENKALA		TIMOTHY PENKALA	2018-01-10
002	2015-04-01	TIMOTHY PENKALA	2017-01-17	TIMOTHY PENKALA	2017-01-17

Plan Statistics for PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN

401k plan membership statisitcs for PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN

Measure Date Value
2022: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 1
Number of retired or separated participants receiving benefits 2022-04-01 0
Number of other retired or separated participants entitled to future benefits 2022-04-01 1
Total of all active and inactive participants 2022-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 2
Number of participants with account balances 2022-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 0
2021: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 1
Number of retired or separated participants receiving benefits 2021-04-01 1
Number of other retired or separated participants entitled to future benefits 2021-04-01 0
Total of all active and inactive participants 2021-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 2
Number of participants with account balances 2021-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 1
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 1
Total of all active and inactive participants 2020-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 2
Number of participants with account balances 2020-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 1
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 1
Total of all active and inactive participants 2019-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 2
Number of participants with account balances 2019-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 2
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 0
Total of all active and inactive participants 2018-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 2
Number of participants with account balances 2018-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 2
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 0
Total of all active and inactive participants 2017-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 2
Number of participants with account balances 2017-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 2
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 0
Total of all active and inactive participants 2016-04-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 2
Number of participants with account balances 2016-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0

Measure	Date	Value
2022: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	1
Number of retired or separated participants receiving benefits	2022-04-01	0
Number of other retired or separated participants entitled to future benefits	2022-04-01	1
Total of all active and inactive participants	2022-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	2
Number of participants with account balances	2022-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	0
2021: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	1
Number of retired or separated participants receiving benefits	2021-04-01	1
Number of other retired or separated participants entitled to future benefits	2021-04-01	0
Total of all active and inactive participants	2021-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	2
Number of participants with account balances	2021-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	1
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	1
Total of all active and inactive participants	2020-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	2
Number of participants with account balances	2020-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	1
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	1
Total of all active and inactive participants	2019-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	2
Number of participants with account balances	2019-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	2
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	0
Total of all active and inactive participants	2018-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	2
Number of participants with account balances	2018-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	2
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	0
Total of all active and inactive participants	2017-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	2
Number of participants with account balances	2017-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	2
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	0
Total of all active and inactive participants	2016-04-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	2
Number of participants with account balances	2016-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0

Financial Data on PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN

Measure	Date	Value
2023 : PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-03-31	$76,757
Expenses. Total of all expenses incurred	2023-03-31	$24,000
Benefits paid (including direct rollovers)	2023-03-31	$24,000
Total plan assets at end of year	2023-03-31	$2,189,785
Total plan assets at beginning of year	2023-03-31	$2,137,028
Assets. Value of loans (other than to participants)	2023-03-31	$25,000
Other income received	2023-03-31	$76,757
Net income (gross income less expenses)	2023-03-31	$52,757
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$2,189,785
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$2,137,028
Assets. Value of assets in partnership/joint-venture interests	2023-03-31	$610,322
Assets. Value of real-estate (other than employer real property)	2023-03-31	$635,000
2022 : PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-03-31	$113,701
Expenses. Total of all expenses incurred	2022-03-31	$24,000
Benefits paid (including direct rollovers)	2022-03-31	$24,000
Total plan assets at end of year	2022-03-31	$2,137,028
Total plan assets at beginning of year	2022-03-31	$2,047,327
Assets. Value of loans (other than to participants)	2022-03-31	$25,000
Other income received	2022-03-31	$113,701
Net income (gross income less expenses)	2022-03-31	$89,701
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$2,137,028
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$2,047,327
Assets. Value of assets in partnership/joint-venture interests	2022-03-31	$618,000
Assets. Value of real-estate (other than employer real property)	2022-03-31	$600,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
2021 : PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-03-31	$267,497
Expenses. Total of all expenses incurred	2021-03-31	$30,000
Benefits paid (including direct rollovers)	2021-03-31	$30,000
Total plan assets at end of year	2021-03-31	$2,047,327
Total plan assets at beginning of year	2021-03-31	$1,809,830
Assets. Value of loans (other than to participants)	2021-03-31	$25,000
Other income received	2021-03-31	$267,497
Net income (gross income less expenses)	2021-03-31	$237,497
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$2,047,327
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$1,809,830
Assets. Value of assets in partnership/joint-venture interests	2021-03-31	$578,413
Assets. Value of real-estate (other than employer real property)	2021-03-31	$505,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
2020 : PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-03-31	$-176
Expenses. Total of all expenses incurred	2020-03-31	$92,000
Benefits paid (including direct rollovers)	2020-03-31	$92,000
Total plan assets at end of year	2020-03-31	$1,809,830
Total plan assets at beginning of year	2020-03-31	$1,902,006
Assets. Value of loans (other than to participants)	2020-03-31	$150,000
Other income received	2020-03-31	$-176
Net income (gross income less expenses)	2020-03-31	$-92,176
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$1,809,830
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$1,902,006
Assets. Value of assets in partnership/joint-venture interests	2020-03-31	$739,019
Assets. Value of real-estate (other than employer real property)	2020-03-31	$400,000
2019 : PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-03-31	$112,142
Expenses. Total of all expenses incurred	2019-03-31	$94,000
Benefits paid (including direct rollovers)	2019-03-31	$94,000
Total plan assets at end of year	2019-03-31	$1,902,006
Total plan assets at beginning of year	2019-03-31	$1,883,864
Total contributions received or receivable from participants	2019-03-31	$0
Assets. Value of loans (other than to participants)	2019-03-31	$100,000
Expenses. Other expenses not covered elsewhere	2019-03-31	$0
Contributions received from other sources (not participants or employers)	2019-03-31	$0
Other income received	2019-03-31	$112,142
Net income (gross income less expenses)	2019-03-31	$18,142
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$1,902,006
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$1,883,864
Assets. Value of participant loans	2019-03-31	$0
Assets. Value of assets in partnership/joint-venture interests	2019-03-31	$751,016
Assets. Value of real-estate (other than employer real property)	2019-03-31	$400,000
Total contributions received or receivable from employer(s)	2019-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$0
2018 : PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-03-31	$70,304
Expenses. Total of all expenses incurred	2018-03-31	$0
Total plan assets at end of year	2018-03-31	$1,883,864
Total plan assets at beginning of year	2018-03-31	$1,813,560
Total contributions received or receivable from participants	2018-03-31	$0
Assets. Value of loans (other than to participants)	2018-03-31	$208,000
Expenses. Other expenses not covered elsewhere	2018-03-31	$0
Contributions received from other sources (not participants or employers)	2018-03-31	$0
Other income received	2018-03-31	$70,304
Net income (gross income less expenses)	2018-03-31	$70,304
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$1,883,864
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$1,813,560
Assets. Value of participant loans	2018-03-31	$26,628
Assets. Value of assets in partnership/joint-venture interests	2018-03-31	$562,971
Assets. Value of real-estate (other than employer real property)	2018-03-31	$370,000
Total contributions received or receivable from employer(s)	2018-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-03-31	$0
2017 : PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-03-31	$240,540
Total plan assets at end of year	2017-03-31	$1,813,560
Total plan assets at beginning of year	2017-03-31	$1,573,020
Total contributions received or receivable from participants	2017-03-31	$0
Assets. Value of loans (other than to participants)	2017-03-31	$255,000
Contributions received from other sources (not participants or employers)	2017-03-31	$0
Other income received	2017-03-31	$240,540
Net income (gross income less expenses)	2017-03-31	$240,540
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$1,813,560
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$1,573,020
Assets. Value of participant loans	2017-03-31	$26,628
Assets. Value of assets in partnership/joint-venture interests	2017-03-31	$591,579
Assets. Value of real-estate (other than employer real property)	2017-03-31	$308,000
Total contributions received or receivable from employer(s)	2017-03-31	$0

Form 5500 Responses for PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN

2022: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PACIFIC WEST ADVISORS, INC.
Employer identification number (EIN):	474174962
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers