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NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 401k Plan overview

Plan NameNORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN
Plan identification number 001

NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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

NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC.
Employer identification number (EIN):391793993
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUSTIN COVEAU JUSTIN COVEAU2018-10-15
0012016-01-01JUSTIN COVEAU JUSTIN COVEAU2017-10-10
0012015-01-01JUSTIN COVEAU JUSTIN COVEAU2016-10-12
0012014-01-01JUSTIN COVEAU JUSTIN COVEAU2015-10-14
0012013-01-01JUSTIN COVEAU JUSTIN COVEAU2014-10-13
0012012-01-01JUSTIN COVEAU JUSTIN COVEAU2013-10-10
0012011-01-01NICK KALAMBOKIDIS NICK KALAMBOKIDIS2012-10-04
0012010-01-01NICK KALAMBOKIDIS NICK KALAMBOKIDIS2011-07-13
0012009-01-01NICHOLAS KALAMBOKIDIS

Plan Statistics for NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN

401k plan membership statisitcs for NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN

Measure Date Value
2022: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01250
Total number of active participants reported on line 7a of the Form 55002022-01-01239
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01250
Number of participants with account balances2022-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01225
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01185
Number of participants with account balances2021-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01203
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01209
Number of participants with account balances2020-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01187
Total number of active participants reported on line 7a of the Form 55002019-01-01184
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01192
Number of participants with account balances2019-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01201
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01175
Number of participants with account balances2018-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01206
Total number of active participants reported on line 7a of the Form 55002017-01-01178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01189
Number of participants with account balances2017-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01209
Total number of active participants reported on line 7a of the Form 55002016-01-01185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01194
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01210
Total number of active participants reported on line 7a of the Form 55002015-01-01180
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01191
Number of participants with account balances2015-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-01183
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01307
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01205
Number of participants with account balances2013-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01259
Total number of active participants reported on line 7a of the Form 55002012-01-01287
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01316
Number of participants with account balances2012-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01246
Total number of active participants reported on line 7a of the Form 55002011-01-01241
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01265
Number of participants with account balances2011-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01186
Total number of active participants reported on line 7a of the Form 55002010-01-01151
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01187
Number of participants with account balances2010-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01183
Total number of active participants reported on line 7a of the Form 55002009-01-01144
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01174
Number of participants with account balances2009-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN

Measure Date Value
2022 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-199,335
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$184,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$171,194
Value of total corrective distributions2022-12-31$12,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$318,299
Value of total assets at end of year2022-12-31$2,905,442
Value of total assets at beginning of year2022-12-31$3,289,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,021
Total interest from all sources2022-12-31$672
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,021
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$242,329
Participant contributions at end of year2022-12-31$13,243
Participant contributions at beginning of year2022-12-31$18,166
Participant contributions at end of year2022-12-31$787
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-384,055
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,905,193
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,289,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,868,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,271,082
Interest on participant loans2022-12-31$672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-518,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$75,970
Employer contributions (assets) at end of year2022-12-31$23,196
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$171,194
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FOLEY KALSEIM & COMPANY, LTD
Accountancy firm EIN2022-12-31411736396
2021 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$117
Total income from all sources (including contributions)2021-12-31$736,585
Total of all expenses incurred2021-12-31$145,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$128,676
Value of total corrective distributions2021-12-31$16,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$279,563
Value of total assets at end of year2021-12-31$3,289,248
Value of total assets at beginning of year2021-12-31$2,698,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$764
Total interest from all sources2021-12-31$856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$210,607
Participant contributions at end of year2021-12-31$18,166
Participant contributions at beginning of year2021-12-31$22,905
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$117
Other income not declared elsewhere2021-12-31$691
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$590,931
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,289,248
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,698,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,271,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,675,529
Interest on participant loans2021-12-31$856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$455,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$61,942
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$128,676
Contract administrator fees2021-12-31$764
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FOLEY KALSEIM & COMPANY, LTD
Accountancy firm EIN2021-12-31411736396
2020 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12
Total income from all sources (including contributions)2020-12-31$648,865
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$34,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,812
Value of total corrective distributions2020-12-31$18,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$293,920
Value of total assets at end of year2020-12-31$2,698,434
Value of total assets at beginning of year2020-12-31$2,084,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$237
Total interest from all sources2020-12-31$488
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$270,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$202,083
Participant contributions at end of year2020-12-31$22,905
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12
Other income not declared elsewhere2020-12-31$2,188
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$613,910
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,698,317
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,084,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,675,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,084,188
Interest on participant loans2020-12-31$488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$352,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$61,154
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,812
Contract administrator fees2020-12-31$237
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FOLEY KALSEIM & COMPANY, LTD
Accountancy firm EIN2020-12-31411736396
2019 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$604,050
Total income from all sources (including contributions)2019-12-31$604,050
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$84,820
Total of all expenses incurred2019-12-31$84,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$78,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$78,165
Value of total corrective distributions2019-12-31$6,335
Value of total corrective distributions2019-12-31$6,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$262,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$262,343
Value of total assets at end of year2019-12-31$2,084,419
Value of total assets at end of year2019-12-31$2,084,419
Value of total assets at beginning of year2019-12-31$1,565,177
Value of total assets at beginning of year2019-12-31$1,565,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$320
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$320
Total interest from all sources2019-12-31$68
Total interest from all sources2019-12-31$68
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$209,000
Value of fidelity bond cover2019-12-31$209,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$186,187
Contributions received from participants2019-12-31$186,187
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$5,220
Participant contributions at beginning of year2019-12-31$5,220
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,314
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,846
Other income not declared elsewhere2019-12-31$1,846
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$519,230
Value of net income/loss2019-12-31$519,230
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,084,407
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,565,177
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,565,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,084,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,084,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,559,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,559,957
Interest on participant loans2019-12-31$68
Interest on participant loans2019-12-31$68
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$339,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$52,842
Contributions received in cash from employer2019-12-31$52,842
Employer contributions (assets) at end of year2019-12-31$231
Employer contributions (assets) at end of year2019-12-31$231
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$78,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$78,165
Contract administrator fees2019-12-31$320
Contract administrator fees2019-12-31$320
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANDERSON, TACKMAN & COMPANY, PLC
Accountancy firm name2019-12-31ANDERSON, TACKMAN & COMPANY, PLC
Accountancy firm EIN2019-12-31381977929
Accountancy firm EIN2019-12-31381977929
2018 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$88,478
Total of all expenses incurred2018-12-31$108,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$108,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$214,411
Value of total assets at end of year2018-12-31$1,565,177
Value of total assets at beginning of year2018-12-31$1,585,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$760
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$157,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$170,710
Participant contributions at end of year2018-12-31$5,220
Participant contributions at beginning of year2018-12-31$9,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$1,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,447
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,565,177
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,585,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,559,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,560,027
Interest on participant loans2018-12-31$355
Interest earned on other investments2018-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,027
Net investment gain/loss from pooled separate accounts2018-12-31$-128,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$43,701
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$108,165
Contract administrator fees2018-12-31$760
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANDERSON, TACKMAN & COMPANY, PLC
Accountancy firm EIN2018-12-31381977929
2017 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31
Total income from all sources (including contributions)2017-12-31$386,651
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$54,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$53,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$177,003
Value of total assets at end of year2017-12-31$1,585,624
Value of total assets at beginning of year2017-12-31$1,253,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$696
Total interest from all sources2017-12-31$670
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$159,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$135,717
Participant contributions at end of year2017-12-31$9,570
Participant contributions at beginning of year2017-12-31$5,292
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$31
Other income not declared elsewhere2017-12-31$1,940
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$332,244
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,585,624
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,253,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,560,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,208,642
Interest on participant loans2017-12-31$321
Interest earned on other investments2017-12-31$349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$29,398
Net investment gain/loss from pooled separate accounts2017-12-31$207,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$41,286
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$10,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$53,711
Contract administrator fees2017-12-31$696
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANDERSON, TACKMAN & COMPANY, PLC
Accountancy firm EIN2017-12-31381977929
2016 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31
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$218,812
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$226,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$224,467
Value of total corrective distributions2016-12-31$315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$147,508
Value of total assets at end of year2016-12-31$1,253,411
Value of total assets at beginning of year2016-12-31$1,260,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,567
Total interest from all sources2016-12-31$684
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$109,901
Participant contributions at end of year2016-12-31$5,292
Participant contributions at beginning of year2016-12-31$8,612
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$31
Other income not declared elsewhere2016-12-31$-44
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-7,537
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,253,380
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,260,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,208,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,222,565
Interest on participant loans2016-12-31$291
Interest earned on other investments2016-12-31$393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$29,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$29,740
Net investment gain/loss from pooled separate accounts2016-12-31$70,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$36,322
Employer contributions (assets) at end of year2016-12-31$10,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$224,467
Contract administrator fees2016-12-31$1,567
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STOTZ & COMPANY
Accountancy firm EIN2016-12-31391154014
2015 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$122,703
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$119,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$108,131
Value of total corrective distributions2015-12-31$9,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$143,002
Value of total assets at end of year2015-12-31$1,260,917
Value of total assets at beginning of year2015-12-31$1,257,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,634
Total interest from all sources2015-12-31$734
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$106,728
Participant contributions at end of year2015-12-31$8,612
Participant contributions at beginning of year2015-12-31$4,680
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$-746
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,032
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,260,917
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,257,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,222,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,223,982
Interest on participant loans2015-12-31$262
Interest earned on other investments2015-12-31$472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$29,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$29,223
Net investment gain/loss from pooled separate accounts2015-12-31$-20,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$36,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$108,131
Contract administrator fees2015-12-31$1,634
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STOTZ & COMPANY
Accountancy firm EIN2015-12-31391154014
2014 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$207,758
Total of all expenses incurred2014-12-31$301,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$280,295
Value of total corrective distributions2014-12-31$17,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$144,825
Value of total assets at end of year2014-12-31$1,257,885
Value of total assets at beginning of year2014-12-31$1,352,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,435
Total interest from all sources2014-12-31$783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$109,484
Participant contributions at end of year2014-12-31$4,680
Participant contributions at beginning of year2014-12-31$5,834
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,377
Other income not declared elsewhere2014-12-31$-750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-94,118
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,257,885
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,352,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,223,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,310,099
Interest on participant loans2014-12-31$268
Interest earned on other investments2014-12-31$515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$29,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$36,070
Net investment gain/loss from pooled separate accounts2014-12-31$62,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$29,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$280,295
Contract administrator fees2014-12-31$4,435
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STOTZ & COMPANY
Accountancy firm EIN2014-12-31391154014
2013 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2013 401k financial data
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$345,837
Total of all expenses incurred2013-12-31$293,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$287,451
Value of total corrective distributions2013-12-31$1,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$115,162
Value of total assets at end of year2013-12-31$1,352,003
Value of total assets at beginning of year2013-12-31$1,299,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,967
Total interest from all sources2013-12-31$599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$99,535
Participant contributions at end of year2013-12-31$5,834
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,180
Other income not declared elsewhere2013-12-31$-666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$52,573
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,352,003
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,299,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,310,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,275,191
Interest on participant loans2013-12-31$92
Interest earned on other investments2013-12-31$507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$36,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$24,239
Net investment gain/loss from pooled separate accounts2013-12-31$230,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,447
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$287,451
Contract administrator fees2013-12-31$3,967
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STOTZ & COMPANY
Accountancy firm EIN2013-12-31391154014
2012 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$329,644
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$74,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$61,312
Value of total corrective distributions2012-12-31$475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$174,567
Value of total assets at end of year2012-12-31$1,299,430
Value of total assets at beginning of year2012-12-31$1,043,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,377
Total interest from all sources2012-12-31$487
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$107,865
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,413
Other income not declared elsewhere2012-12-31$1,627
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$255,480
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,299,430
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,043,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,275,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,025,715
Interest earned on other investments2012-12-31$487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$24,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,661
Net investment gain/loss from pooled separate accounts2012-12-31$152,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$42,289
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$61,312
Contract administrator fees2012-12-31$12,377
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STOTZ & COMPANY
Accountancy firm EIN2012-12-31391154014
2011 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$136,788
Total of all expenses incurred2011-12-31$219,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$201,072
Value of total corrective distributions2011-12-31$541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$169,818
Value of total assets at end of year2011-12-31$1,043,950
Value of total assets at beginning of year2011-12-31$1,127,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,263
Total interest from all sources2011-12-31$441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$118,024
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,888
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-83,088
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,043,950
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,127,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,025,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,105,484
Interest earned on other investments2011-12-31$441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,554
Net investment gain/loss from pooled separate accounts2011-12-31$-33,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$33,906
Employer contributions (assets) at end of year2011-12-31$574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$201,072
Contract administrator fees2011-12-31$18,263
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STOTZ & COMPANY
Accountancy firm EIN2011-12-31391154014
2010 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$299,469
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$85,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$72,381
Value of total corrective distributions2010-12-31$493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$169,554
Value of total assets at end of year2010-12-31$1,127,038
Value of total assets at beginning of year2010-12-31$913,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,899
Total interest from all sources2010-12-31$385
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$120,530
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,034
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$1,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$213,696
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,127,038
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$913,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$11,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,105,484
Value of interest in pooled separate accounts at beginning of year2010-12-31$901,625
Interest earned on other investments2010-12-31$385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,401
Net investment gain/loss from pooled separate accounts2010-12-31$129,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$47,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$72,381
Contract administrator fees2010-12-31$1,539
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STOTZ & COMPANY
Accountancy firm EIN2010-12-31391154014
2009 : NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN

2022: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTHWEST COUNSELING AND GUIDANCE CLINIC, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG50183
Policy instance 1
Insurance contract or identification numberG50183
Number of Individuals Covered72
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
Commission paid to Insurance BrokerUSD $7,293
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG50183
Policy instance 2
Insurance contract or identification numberG50183
Number of Individuals Covered75
Insurance policy start date2021-03-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,757
Total amount of fees paid to insurance companyUSD $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
Commission paid to Insurance BrokerUSD $5,757
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-04-12
Total amount of commissions paid to insurance brokerUSD $2,740
Total amount of fees paid to insurance companyUSD $804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,740
Insurance broker organization code?3
Amount paid for insurance broker fees804
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 2
Insurance contract or identification number23479
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,406
Total amount of fees paid to insurance companyUSD $3,487
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,406
Insurance broker organization code?3
Amount paid for insurance broker fees3487
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 2
Insurance contract or identification number23479
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered61
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,408
Total amount of fees paid to insurance companyUSD $3,057
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,408
Insurance broker organization code?3
Amount paid for insurance broker fees3057
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION, OTHER ALLOWANCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 2
Insurance contract or identification number23479
Number of Individuals Covered61
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered61
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,878
Total amount of fees paid to insurance companyUSD $3,163
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,878
Insurance broker organization code?3
Amount paid for insurance broker fees3163
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION, OTHER ALLOWANCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered60
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,138
Total amount of fees paid to insurance companyUSD $2,772
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,138
Insurance broker organization code?3
Amount paid for insurance broker fees2772
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameTAX SHELTERED COMPENSATION, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 2
Insurance contract or identification number23479
Number of Individuals Covered60
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered66
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 2
Insurance contract or identification number23479
Number of Individuals Covered66
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,132
Total amount of fees paid to insurance companyUSD $2,241
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,132
Insurance broker organization code?3
Amount paid for insurance broker fees2241
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameTAX SHELTERED COMPENSATION, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 2
Insurance contract or identification number23479
Number of Individuals Covered60
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,353
Total amount of fees paid to insurance companyUSD $5,069
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,353
Insurance broker organization code?3
Amount paid for insurance broker fees5069
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameTAX SHELTERED COMPENSATION, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered60
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered64
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 2
Insurance contract or identification number23479
Number of Individuals Covered64
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,428
Total amount of fees paid to insurance companyUSD $4,625
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,428
Insurance broker organization code?3
Amount paid for insurance broker fees4625
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameTAX SHELTERED COMPENSATION, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 2
Insurance contract or identification number23479
Number of Individuals Covered84
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,830
Total amount of fees paid to insurance companyUSD $594
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,830
Insurance broker organization code?3
Amount paid for insurance broker fees594
Additional information about fees paid to insurance brokerTPA COMPENSATION, OTHER ALLOWANCES
Insurance broker nameTAX SHELTERED COMPENSATION, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered84
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered82
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 2
Insurance contract or identification number23479
Number of Individuals Covered82
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,691
Total amount of fees paid to insurance companyUSD $6,503
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 2
Insurance contract or identification number23479
Number of Individuals Covered97
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,607
Total amount of fees paid to insurance companyUSD $2,239
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,561
Insurance broker organization code?3
Amount paid for insurance broker fees1608
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION, TPA JH IRA R/O PAYMENT
Insurance broker nameCORPORATE BENEFIT ADMINISTRATORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23479
Policy instance 1
Insurance contract or identification number23479
Number of Individuals Covered97
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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