401k Plan data: PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN plan

PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN
Plan identification number	001

PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

PENSION PLANNERS NORTHWEST, INC. has sponsored the creation of one or more 401k plans.

Company Name: PENSION PLANNERS NORTHWEST, INC.

Employer identification number (EIN): 931160402

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 AMI L. HILL 2022-06-24
001 2020-01-01 AMI L. HILL 2021-08-02
001 2019-01-01 AMI L. HILL 2020-10-15
001 2018-01-01 AMI L. HILL 2019-01-22
001 2017-01-01 AMI L. HILL 2018-10-03
001 2016-01-01 AMI L. HILL 2017-10-06
001 2014-01-01 THOMAS W. BERNARDSON 2015-10-14
001 2013-01-01 THOMAS W. BERNARDSON 2014-10-15
001 2012-01-01 THOMAS W. BERNARDSON 2013-10-15
001 2011-01-01 THOMAS W. BERNARDSON 2012-10-15
001 2010-01-01 THOMAS W. BERNARDSON 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	AMI L. HILL	2022-06-24
001	2020-01-01	AMI L. HILL	2021-08-02
001	2019-01-01	AMI L. HILL	2020-10-15
001	2018-01-01	AMI L. HILL	2019-01-22
001	2017-01-01	AMI L. HILL	2018-10-03
001	2016-01-01	AMI L. HILL	2017-10-06
001	2014-01-01	THOMAS W. BERNARDSON	2015-10-14
001	2013-01-01	THOMAS W. BERNARDSON	2014-10-15
001	2012-01-01	THOMAS W. BERNARDSON	2013-10-15
001	2011-01-01	THOMAS W. BERNARDSON	2012-10-15
001	2010-01-01	THOMAS W. BERNARDSON	2011-10-17

Plan Statistics for PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN

401k plan membership statisitcs for PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN

Measure Date Value
2022: PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-24 20
Total number of particpants at end of year 2022-06-24 0
Number of Participants With Account Balances 2022-06-24 0

Measure	Date	Value
2022: PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-24	20
Total number of particpants at end of year	2022-06-24	0
Number of Participants With Account Balances	2022-06-24	0

Financial Data on PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN

Measure	Date	Value
2022 : PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-24	-6526151
Total expenses incurred by plan in this plan year	2022-06-24	12756
Net assets as of the end of the plan year	2022-06-24	0
Total assets as of the beginning of the plan year	2022-06-24	5523340
Value of plan covered by a fidelity bond	2022-06-24	500000
Participant contributions to plan in this plan year	2022-06-24	178457
Value of participant loans at end of plan year	2022-06-24	0
Other contributions to plan in this plan year	2022-06-24	673
Other income to plan in this plan year	2022-06-24	659569
Plan net income in this plan year	2022-06-24	1002811
Net assets as of the end of the plan year	2022-06-24	0
Net assets as of the beginning of the plan year	2022-06-24	5523340
Employer contributions to plan in this plan year	2022-06-24	176868
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-24	12756

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Company Name:	PENSION PLANNERS NORTHWEST, INC.
Employer identification number (EIN):	931160402
NAIC Classification:	541219
NAIC Description:	Other Accounting Services