401k Plan data: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN plan

NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN
Plan identification number	001

NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

NEW WEST HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name: NEW WEST HEALTH SERVICES

Employer identification number (EIN): 811418136

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 PETER F DAVIDSON 2018-04-17 PETER F DAVIDSON 2018-04-17
001 2016-01-01 NANCY JOHNSON
001 2015-01-01 NANCY JOHNSON NANCY JOHNSON 2016-09-21
001 2014-01-01 NANCY M. JOHNSON NANCY M. JOHNSON 2015-10-05
001 2013-01-01 NANCY M. JOHNSON
001 2012-01-01 NANCY M. JOHNSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	PETER F DAVIDSON	2018-04-17	PETER F DAVIDSON	2018-04-17
001	2016-01-01	NANCY JOHNSON
001	2015-01-01	NANCY JOHNSON		NANCY JOHNSON	2016-09-21
001	2014-01-01	NANCY M. JOHNSON		NANCY M. JOHNSON	2015-10-05
001	2013-01-01	NANCY M. JOHNSON
001	2012-01-01	NANCY M. JOHNSON

Plan Statistics for NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 60
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 37
Total of all active and inactive participants 2016-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 97
Number of participants with account balances 2016-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 93
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 113
Number of participants with account balances 2015-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 101
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 125
Number of participants with account balances 2014-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 87
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 111
Number of participants with account balances 2013-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 71
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 33
Total of all active and inactive participants 2012-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 104
Number of participants with account balances 2012-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2016: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	60
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	37
Total of all active and inactive participants	2016-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	97
Number of participants with account balances	2016-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	93
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	113
Number of participants with account balances	2015-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	101
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	125
Number of participants with account balances	2014-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	87
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	111
Number of participants with account balances	2013-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	71
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	33
Total of all active and inactive participants	2012-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	104
Number of participants with account balances	2012-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$947,126
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$785,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$757,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$621,164
Value of total assets at end of year	2016-12-31	$4,360,387
Value of total assets at beginning of year	2016-12-31	$4,198,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$27,410
Total interest from all sources	2016-12-31	$6,560
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$56,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$56,499
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$380,355
Participant contributions at end of year	2016-12-31	$149,555
Participant contributions at beginning of year	2016-12-31	$150,982
Participant contributions at beginning of year	2016-12-31	$6,614
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$84,121
Administrative expenses (other) incurred	2016-12-31	$27,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$161,997
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,360,387
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,198,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,915,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,839,734
Interest on participant loans	2016-12-31	$6,560
Value of interest in common/collective trusts at end of year	2016-12-31	$294,922
Value of interest in common/collective trusts at beginning of year	2016-12-31	$188,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$259,092
Net investment gain or loss from common/collective trusts	2016-12-31	$3,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$156,688
Employer contributions (assets) at beginning of year	2016-12-31	$12,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$757,719
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WIPFLI, LLP
Accountancy firm EIN	2016-12-31	390758449
2015 : NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$535,227
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$899,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$871,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$605,368
Value of total assets at end of year	2015-12-31	$4,198,390
Value of total assets at beginning of year	2015-12-31	$4,562,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$27,641
Total interest from all sources	2015-12-31	$4,714
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$39,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$39,777
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$387,821
Participant contributions at end of year	2015-12-31	$150,982
Participant contributions at beginning of year	2015-12-31	$97,807
Participant contributions at end of year	2015-12-31	$6,614
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$10,717
Other income not declared elsewhere	2015-12-31	$16
Administrative expenses (other) incurred	2015-12-31	$27,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-364,386
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,198,390
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,562,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,839,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,246,255
Interest on participant loans	2015-12-31	$4,714
Value of interest in common/collective trusts at end of year	2015-12-31	$188,163
Value of interest in common/collective trusts at beginning of year	2015-12-31	$218,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-117,306
Net investment gain or loss from common/collective trusts	2015-12-31	$2,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$206,830
Employer contributions (assets) at end of year	2015-12-31	$12,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$871,972
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WIPFLI, LLP
Accountancy firm EIN	2015-12-31	390758449
2014 : NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$923,211
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$621,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$596,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$703,413
Value of total assets at end of year	2014-12-31	$4,562,776
Value of total assets at beginning of year	2014-12-31	$4,261,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,272
Total interest from all sources	2014-12-31	$4,291
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$204,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$204,953
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$410,610
Participant contributions at end of year	2014-12-31	$97,807
Participant contributions at beginning of year	2014-12-31	$92,148
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$73,387
Administrative expenses (other) incurred	2014-12-31	$25,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$301,481
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,562,776
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,261,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,246,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,983,579
Interest on participant loans	2014-12-31	$4,291
Value of interest in common/collective trusts at end of year	2014-12-31	$218,714
Value of interest in common/collective trusts at beginning of year	2014-12-31	$185,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$8,903
Net investment gain or loss from common/collective trusts	2014-12-31	$1,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$219,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$596,458
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ANDERSON ZURMUEHLEN AND CO., PC
Accountancy firm EIN	2014-12-31	810369540
2013 : NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,169,440
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$743,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$720,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$523,134
Value of total assets at end of year	2013-12-31	$4,261,295
Value of total assets at beginning of year	2013-12-31	$3,835,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$23,211
Total interest from all sources	2013-12-31	$4,551
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$189,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$189,448
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$350,584
Participant contributions at end of year	2013-12-31	$92,148
Participant contributions at beginning of year	2013-12-31	$111,612
Other income not declared elsewhere	2013-12-31	$-10
Administrative expenses (other) incurred	2013-12-31	$23,211
Total non interest bearing cash at beginning of year	2013-12-31	$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$425,477
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,261,295
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,835,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,983,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,451,710
Interest on participant loans	2013-12-31	$4,551
Value of interest in common/collective trusts at end of year	2013-12-31	$185,568
Value of interest in common/collective trusts at beginning of year	2013-12-31	$272,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$449,957
Net investment gain or loss from common/collective trusts	2013-12-31	$2,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$172,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$720,752
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ANDERSON ZURMUEHLEN
Accountancy firm EIN	2013-12-31	810369540
2012 : NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$1,017,841
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,042,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,019,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$605,171
Value of total assets at end of year	2012-12-31	$3,835,818
Value of total assets at beginning of year	2012-12-31	$3,860,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,007
Total interest from all sources	2012-12-31	$4,352
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$123,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$123,708
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$409,646
Participant contributions at end of year	2012-12-31	$111,612
Participant contributions at beginning of year	2012-12-31	$128,874
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,619
Other income not declared elsewhere	2012-12-31	$9
Administrative expenses (other) incurred	2012-12-31	$23,007
Total non interest bearing cash at end of year	2012-12-31	$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-24,479
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,835,818
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,860,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,451,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,403,071
Interest on participant loans	2012-12-31	$4,352
Value of interest in common/collective trusts at end of year	2012-12-31	$272,457
Value of interest in common/collective trusts at beginning of year	2012-12-31	$328,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$280,608
Net investment gain or loss from common/collective trusts	2012-12-31	$3,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$192,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,019,313
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ANDERSON ZURMUEHLEN
Accountancy firm EIN	2012-12-31	810385940

Form 5500 Responses for NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN

2016: NEW WEST HEALTH SERVICES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEW WEST HEALTH SERVICES 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: NEW WEST HEALTH SERVICES 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: NEW WEST HEALTH SERVICES 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: NEW WEST HEALTH SERVICES 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	No
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

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:	NEW WEST HEALTH SERVICES
Employer identification number (EIN):	811418136
NAIC Classification:	524140