401k Plan data: FIRST WESTERN FINANCIAL, INC. plan

FIRST WESTERN FINANCIAL, INC. 401k Plan overview

Plan Name	FIRST WESTERN FINANCIAL, INC.
Plan identification number	501

FIRST WESTERN FINANCIAL, INC. Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance

401k Sponsoring company profile

FIRST WESTERN FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: FIRST WESTERN FINANCIAL, INC.

Employer identification number (EIN): 371442266

NAIC Classification: 523900

Additional information about FIRST WESTERN FINANCIAL, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2002-07-18

Company Identification Number: 20021195886

Legal Registered Office Address: 1900 16th St Ste 1200

Denver
United States of America (USA)
80202

More information about FIRST WESTERN FINANCIAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST WESTERN FINANCIAL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2011-01-01 REBECCA CORDES
501 2011-01-01 JULIE COURKAMP 2022-07-21
501 2009-01-01 REBECCA CORDES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
501	2011-01-01	REBECCA CORDES
501	2011-01-01	JULIE COURKAMP	2022-07-21
501	2009-01-01	REBECCA CORDES

Plan Statistics for FIRST WESTERN FINANCIAL, INC.

401k plan membership statisitcs for FIRST WESTERN FINANCIAL, INC.

Measure Date Value
2011: FIRST WESTERN FINANCIAL, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 154
Total of all active and inactive participants 2011-01-01 154
Total participants 2011-01-01 154
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
2009: FIRST WESTERN FINANCIAL, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 143
Total of all active and inactive participants 2009-01-01 143
Total participants 2009-01-01 143

Measure	Date	Value
2011: FIRST WESTERN FINANCIAL, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	154
Total of all active and inactive participants	2011-01-01	154
Total participants	2011-01-01	154
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
2009: FIRST WESTERN FINANCIAL, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	143
Total of all active and inactive participants	2009-01-01	143
Total participants	2009-01-01	143

Form 5500 Responses for FIRST WESTERN FINANCIAL, INC.

2011: FIRST WESTERN FINANCIAL, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: FIRST WESTERN FINANCIAL, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

183085

Policy instance

Insurance contract or identification number	183085
Number of Individuals Covered	154
Insurance policy start date	2011-12-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $44,831
Total amount of fees paid to insurance company	USD $3,123
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $44,831
Amount paid for insurance broker fees	3123
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

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Company Name:	FIRST WESTERN FINANCIAL, INC.
Employer identification number (EIN):	371442266
NAIC Classification:	523900

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2002-07-18
Company Identification Number:	20021195886
Legal Registered Office Address:	1900 16th St Ste 1200 Denver United States of America (USA) 80202