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ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7) 401k Plan overview

Plan NameARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7)
Plan identification number 002

ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

ARROWHEAD WEST, INC. has sponsored the creation of one or more 401k plans.

Company Name:ARROWHEAD WEST, INC.
Employer identification number (EIN):480847237
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about ARROWHEAD WEST, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1978-04-25
Company Identification Number: 19781003335
Legal Registered Office Address: 202 N. CARSON ST.

CARSON CITY
United States of America (USA)
89701-4201

More information about ARROWHEAD WEST, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DEBRA KOLBECK2023-07-27
0022021-01-01DEBRA KOLBECK2022-08-01
0022020-01-01LORI PENDERGAST2021-07-27 LORI PENDERGAST2021-07-27
0022019-01-01LORI PENDERGAST2020-07-23 LORI PENDERGAST2020-07-23
0022018-01-01LORI PENDERGAST2019-07-29 LORI PENDERGAST2019-07-29
0022017-01-01LORI PENDERGAST2018-07-30 LORI PENDERGAST2018-07-30
0022016-01-01LORI PENDERGAST2017-07-24 LORI PENDERGAST2017-07-24
0022015-01-01LORI PENDERGAST2016-07-26 LORI PENDERGAST2016-07-26
0022014-01-01LORI PENDERGAST2015-07-31 LORI PENDERGAST2015-07-31
0022013-01-01LORI PENDERGAST2014-07-29 LORI PENDERGAST2014-07-29
0022012-01-01LORI PENDERGAST2013-07-29 LORI PENDERGAST2013-07-29
0022011-01-01LORI PENDERGAST
0022009-01-01LORI PENDERGAST LORI PENDERGAST2010-07-30

Plan Statistics for ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7)

401k plan membership statisitcs for ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7)

Measure Date Value
2011: ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7) 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Total of all active and inactive participants2011-01-0113
Total participants2011-01-0113
2009: ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7) 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Total of all active and inactive participants2009-01-0114
Total participants2009-01-0114

Financial Data on ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7)

Measure Date Value
2011 : ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7) 2011 401k financial data
Total income from all sources2011-12-31$71,842
Expenses. Total of all expenses incurred2011-12-31$21,674
Benefits paid (including direct rollovers)2011-12-31$21,224
Total plan assets at end of year2011-12-31$546,430
Total plan assets at beginning of year2011-12-31$496,262
Total contributions received or receivable from participants2011-12-31$34,596
Other income received2011-12-31$8,793
Net income (gross income less expenses)2011-12-31$50,168
Net plan assets at end of year (total assets less liabilities)2011-12-31$546,430
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$496,262
Total contributions received or receivable from employer(s)2011-12-31$28,453
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$450
2010 : ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7) 2010 401k financial data
Total income from all sources2010-12-31$131,382
Expenses. Total of all expenses incurred2010-12-31$68,094
Benefits paid (including direct rollovers)2010-12-31$67,494
Total plan assets at end of year2010-12-31$496,262
Total plan assets at beginning of year2010-12-31$432,974
Total contributions received or receivable from participants2010-12-31$40,173
Other income received2010-12-31$59,306
Net income (gross income less expenses)2010-12-31$63,288
Net plan assets at end of year (total assets less liabilities)2010-12-31$496,262
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$432,974
Total contributions received or receivable from employer(s)2010-12-31$31,903
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$600

Form 5500 Responses for ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7)

2011: ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ARROWHEAD WEST, INC. RETIREMENT CUSTODIAL PLAN 403(B)(7) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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