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| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | NORTHWEST RETIREMENT PLANS, INC. |
| Employer identification number (EIN): | 930839718 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about NORTHWEST RETIREMENT PLANS, INC.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1983-09-30 |
| Company Identification Number: | 17172719 |
| Legal Registered Office Address: |
3235 HILLCREST PARK DR STE 100 MEDFORD United States of America (USA) 97504 |
More information about NORTHWEST RETIREMENT PLANS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2023-01-01 | ||||
| 004 | 2022-01-01 | ||||
| 004 | 2021-01-01 | ||||
| 004 | 2020-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025: 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-04-14 | 19 |
| Total number of particpants at end of year | 2025-04-14 | 17 |
| 2024: 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-24 | 16 |
| Total number of particpants at end of year | 2024-07-24 | 19 |
| 2022: 2022 401k membership | ||
| Market value of plan assets | 2022-12-31 | 382,968 |
| Acturial value of plan assets | 2022-12-31 | 382,968 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
| Number of terminated vested participants | 2022-12-31 | 1 |
| Fundng target for terminated vested participants | 2022-12-31 | 311,348 |
| Active participant vested funding target | 2022-12-31 | 108,578 |
| Number of active participants | 2022-12-31 | 15 |
| Total funding liabilities for active participants | 2022-12-31 | 108,578 |
| Total participant count | 2022-12-31 | 16 |
| Total funding target for all participants | 2022-12-31 | 419,926 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 113,406 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 113,406 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Total employer contributions | 2022-12-31 | 61,461 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 60,568 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 51,756 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 36,958 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 55,171 |
| Additional cash requirement | 2022-12-31 | 55,171 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 60,568 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total number of particpants at beginning of year | 2022-02-10 | 20 |
| Total number of particpants at end of year | 2022-02-10 | 19 |
| 2021: 2021 401k membership | ||
| Market value of plan assets | 2021-12-31 | 274,182 |
| Acturial value of plan assets | 2021-12-31 | 274,182 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 0 |
| Fundng target for terminated vested participants | 2021-12-31 | 0 |
| Active participant vested funding target | 2021-12-31 | 0 |
| Number of active participants | 2021-12-31 | 19 |
| Total funding liabilities for active participants | 2021-12-31 | 208,836 |
| Total participant count | 2021-12-31 | 19 |
| Total funding target for all participants | 2021-12-31 | 208,836 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Present value of excess contributions | 2021-12-31 | 46,635 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 46,635 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Total employer contributions | 2021-12-31 | 150,000 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 149,750 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 101,690 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 36,344 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 36,344 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 149,750 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| 2020: 2020 401k membership | ||
| Market value of plan assets | 2020-12-31 | 114,809 |
| Acturial value of plan assets | 2020-12-31 | 114,809 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
| Number of terminated vested participants | 2020-12-31 | 0 |
| Fundng target for terminated vested participants | 2020-12-31 | 0 |
| Active participant vested funding target | 2020-12-31 | 0 |
| Number of active participants | 2020-12-31 | 18 |
| Total funding liabilities for active participants | 2020-12-31 | 107,777 |
| Total participant count | 2020-12-31 | 18 |
| Total funding target for all participants | 2020-12-31 | 107,777 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 0 |
| Present value of excess contributions | 2020-12-31 | 81,788 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 81,788 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
| Total employer contributions | 2020-12-31 | 147,734 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 145,070 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 105,467 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 98,435 |
| Additional cash requirement | 2020-12-31 | 98,435 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 145,070 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| 2019: 2019 401k membership | ||
| Market value of plan assets | 2019-12-31 | 0 |
| Acturial value of plan assets | 2019-12-31 | 0 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
| Number of terminated vested participants | 2019-12-31 | 0 |
| Fundng target for terminated vested participants | 2019-12-31 | 0 |
| Active participant vested funding target | 2019-12-31 | 0 |
| Number of active participants | 2019-12-31 | 16 |
| Total funding liabilities for active participants | 2019-12-31 | 102,474 |
| Total participant count | 2019-12-31 | 16 |
| Total funding target for all participants | 2019-12-31 | 102,474 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 0 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
| Total employer contributions | 2019-12-31 | 100,000 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 98,439 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 102,474 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 16,651 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 16,651 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 98,439 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-04-14 | 2638 |
| Net assets as of the end of the plan year | 2025-04-14 | 221878 |
| Total assets as of the beginning of the plan year | 2025-04-14 | 211406 |
| Value of plan covered by a fidelity bond | 2025-04-14 | 300000 |
| Other income to plan in this plan year | 2025-04-14 | 13110 |
| Plan net income in this plan year | 2025-04-14 | 10472 |
| Net assets as of the end of the plan year | 2025-04-14 | 221878 |
| Net assets as of the beginning of the plan year | 2025-04-14 | 211406 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-14 | 2638 |
| 2024 : 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-24 | 312876 |
| Net assets as of the end of the plan year | 2024-07-24 | 211406 |
| Total assets as of the beginning of the plan year | 2024-07-24 | 444429 |
| Value of plan covered by a fidelity bond | 2024-07-24 | 300000 |
| Other income to plan in this plan year | 2024-07-24 | 20046 |
| Plan net income in this plan year | 2024-07-24 | -233023 |
| Net assets as of the end of the plan year | 2024-07-24 | 211406 |
| Net assets as of the beginning of the plan year | 2024-07-24 | 444429 |
| Employer contributions to plan in this plan year | 2024-07-24 | 59807 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-24 | 1999 |
| 2022 : 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-02-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-02-10 | 0 |
| Total expenses incurred by plan in this plan year | 2022-02-10 | 1922 |
| Net assets as of the end of the plan year | 2022-02-10 | 424182 |
| Total assets as of the beginning of the plan year | 2022-02-10 | 262543 |
| Value of plan covered by a fidelity bond | 2022-02-10 | 300000 |
| Other expenses paid from plan in this plan year | 2022-02-10 | 1922 |
| Other income to plan in this plan year | 2022-02-10 | 13561 |
| Plan net income in this plan year | 2022-02-10 | 161639 |
| Net assets as of the end of the plan year | 2022-02-10 | 424182 |
| Net assets as of the beginning of the plan year | 2022-02-10 | 262543 |
| Employer contributions to plan in this plan year | 2022-02-10 | 150000 |