401k Plan data: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN plan

NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN
Plan identification number	002

NUWEST GROUP HOLDINGS LLC 401K 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.
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

NUWEST GROUP HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name: NUWEST GROUP HOLDINGS, LLC

Employer identification number (EIN): 261383035

NAIC Classification: 561300

Additional information about NUWEST GROUP HOLDINGS, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2007-10-05

Company Identification Number: 602768662

Legal Registered Office Address: 275 118TH AVE SE SUITE 200

BELLEVUE
United States of America (USA)
98005

More information about NUWEST GROUP HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-08-01
002 2018-08-01

Plan Statistics for NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN

Measure Date Value
2022: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 624
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 349
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 113
Total participants 2022-01-01 499
Number of participants with account balances 2022-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 265
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 282
Number of participants with account balances 2021-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 124
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 142
Number of participants with account balances 2020-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 230
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 230
Number of participants with account balances 2019-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 185
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 387
Number of retired or separated participants receiving benefits 2018-08-01 0
Number of other retired or separated participants entitled to future benefits 2018-08-01 4
Total of all active and inactive participants 2018-08-01 391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-08-01 0
Total participants 2018-08-01 391
Number of participants with account balances 2018-08-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-08-01 0

Measure	Date	Value
2022: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	624
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	349
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	113
Total participants	2022-01-01	499
Number of participants with account balances	2022-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	265
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	282
Number of participants with account balances	2021-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	124
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	142
Number of participants with account balances	2020-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	230
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	230
Number of participants with account balances	2019-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	185
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	387
Number of retired or separated participants receiving benefits	2018-08-01	0
Number of other retired or separated participants entitled to future benefits	2018-08-01	4
Total of all active and inactive participants	2018-08-01	391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-08-01	0
Total participants	2018-08-01	391
Number of participants with account balances	2018-08-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-08-01	0

Financial Data on NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2022 401k financial data
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$184,947
Total of all expenses incurred	2022-12-31	$276,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$248,025
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,752
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$965,397
Value of total assets at end of year	2022-12-31	$3,384,652
Value of total assets at beginning of year	2022-12-31	$3,476,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$24,620
Total interest from all sources	2022-12-31	$-780,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$931,673
Participant contributions at end of year	2022-12-31	$54,124
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$6,843
Participant contributions at beginning of year	2022-12-31	$6,901
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$33,724
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$46,154
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-91,450
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,384,652
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,476,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,322,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,421,453
Income. Interest from loans (other than to participants)	2022-12-31	$2,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$-783,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,594
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$0
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$248,025
Contract administrator fees	2022-12-31	$24,620
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-12-31	814637885
2021 : NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,114,784
Total of all expenses incurred	2021-12-31	$316,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$268,825
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$25,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$664,241
Value of total assets at end of year	2021-12-31	$3,476,102
Value of total assets at beginning of year	2021-12-31	$2,677,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,285
Total interest from all sources	2021-12-31	$450,543
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$640,446
Participant contributions at end of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$6,901
Participant contributions at beginning of year	2021-12-31	$4,729
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$23,795
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$46,154
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$51,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$798,714
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,476,102
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,677,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,421,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,619,223
Interest on participant loans	2021-12-31	$2,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$448,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,576
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$268,825
Contract administrator fees	2021-12-31	$21,285
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-12-31	814637885
2020 : NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$826,743
Total of all expenses incurred	2020-12-31	$218,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$72,657
Value of total corrective distributions	2020-12-31	$128,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$421,027
Value of total assets at end of year	2020-12-31	$2,677,388
Value of total assets at beginning of year	2020-12-31	$2,068,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,822
Total interest from all sources	2020-12-31	$405,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$4,729
Participant contributions at beginning of year	2020-12-31	$3,191
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$10,628
Assets. Loans (other than to participants) at end of year	2020-12-31	$51,860
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$4,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$608,564
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,677,388
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,068,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,619,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,061,284
Interest on participant loans	2020-12-31	$171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$405,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$410,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$72,657
Contract administrator fees	2020-12-31	$16,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-12-31	814637885
2019 : NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$809,997
Total of all expenses incurred	2019-12-31	$252,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$70,688
Value of total corrective distributions	2019-12-31	$157,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$391,206
Value of total assets at end of year	2019-12-31	$2,068,824
Value of total assets at beginning of year	2019-12-31	$1,511,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,983
Total interest from all sources	2019-12-31	$727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$16,865
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,225
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$389,341
Participant contributions at end of year	2019-12-31	$4,348
Participant contributions at beginning of year	2019-12-31	$6,655
Participant contributions at end of year	2019-12-31	$3,191
Participant contributions at beginning of year	2019-12-31	$2,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$557,082
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,068,824
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,511,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$7,032
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,061,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,467,624
Interest on participant loans	2019-12-31	$302
Interest earned on other investments	2019-12-31	$425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$34,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$418,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$70,688
Contract administrator fees	2019-12-31	$1,086
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LEE CPA GROUP
Accountancy firm EIN	2019-12-31	814637885
2018 : NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$1,564,362
Total income from all sources (including contributions)	2018-12-31	$-45,374
Total of all expenses incurred	2018-12-31	$7,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$130,847
Value of total assets at end of year	2018-12-31	$1,511,742
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,246
Total interest from all sources	2018-12-31	$357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$4,467
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$130,847
Participant contributions at end of year	2018-12-31	$6,655
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$2,639
Participant contributions at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-52,620
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,511,742
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$2,289
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,467,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$165
Interest earned on other investments	2018-12-31	$192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$34,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-176,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contract administrator fees	2018-12-31	$490
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No

Form 5500 Responses for NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN

2022: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NUWEST GROUP HOLDINGS LLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	First time form 5500 has been submitted	Yes
2018-08-01	Submission has been amended	Yes
2018-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-08-01	Plan funding arrangement – Insurance	Yes
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

500730-01

Policy instance

Insurance contract or identification number	500730-01
Number of Individuals Covered	10
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

500730-01

Policy instance

Insurance contract or identification number	500730-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

500730-01

Policy instance

Insurance contract or identification number	500730-01
Number of Individuals Covered	10
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

50073301

Policy instance

Insurance contract or identification number	50073301
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

50073301

Policy instance

Insurance contract or identification number	50073301
Number of Individuals Covered	2
Insurance policy start date	2018-08-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NUWEST GROUP HOLDINGS, LLC
Employer identification number (EIN):	261383035
NAIC Classification:	561300

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2007-10-05
Company Identification Number:	602768662
Legal Registered Office Address:	275 118TH AVE SE SUITE 200 BELLEVUE United States of America (USA) 98005