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Plan Name | SCOTTWEST, INC. EMPLOYEES' RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SCOTTWEST, INC. |
Employer identification number (EIN): | 474258402 |
NAIC Classification: | 541800 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | JAMES WESTERMAN | 2023-07-07 | ||
001 | 2021-01-01 | JAMES WESTERMAN | 2022-05-31 | ||
001 | 2020-01-01 | JAMES WESTERMAN | 2021-09-27 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | JAMES WESTERMAN | 2019-04-24 | CHRIS KOSCH | 2019-04-29 |
001 | 2017-01-01 | JAMES WESTERMAN | 2018-07-27 | CHRIS KOSCH | 2018-07-27 |
001 | 2016-01-01 | JAMES WESTERMAN | 2017-07-31 | CHRIS KOSCH | 2017-07-31 |
001 | 2015-12-01 | CHRIS KOSCH | 2016-06-01 | JAMES WESTERMAN | 2016-06-01 |
001 | 2014-12-01 | CHRIS KOSCH | 2016-06-01 | JAMES WESTERMAN | 2016-06-01 |
Measure | Date | Value |
---|---|---|
2019: SCOTTWEST, INC. EMPLOYEES' RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
Total of all active and inactive participants | 2019-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 35 |
Number of participants with account balances | 2019-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : SCOTTWEST, INC. EMPLOYEES' RETIREMENT PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $1,936,257 |
Expenses. Total of all expenses incurred | 2019-12-31 | $2,334,563 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,277,623 |
Total plan assets at end of year | 2019-12-31 | $7,085,187 |
Total plan assets at beginning of year | 2019-12-31 | $7,483,493 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $148,680 |
Other income received | 2019-12-31 | $1,655,207 |
Net income (gross income less expenses) | 2019-12-31 | $-398,306 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,085,187 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,483,493 |
Assets. Value of participant loans | 2019-12-31 | $19,096 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $132,370 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $56,940 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2019: SCOTTWEST, INC. EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses | ||
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 95680012 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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