ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1) 401k Plan overview
| Plan Name | ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1) |
| Plan identification number | 003 |
ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1) Benefits
| 401k Plan Type | Defined 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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 ANNUITY PLAN 403(B)(1)
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 003 | 2022-01-01 | DEBRA KOLBECK | 2023-07-27 | | |
| 003 | 2021-01-01 | DEBRA KOLBECK | 2022-08-01 | | |
| 003 | 2020-01-01 | LORI PENDERGAST | 2021-07-27 | LORI PENDERGAST | 2021-07-27 |
| 003 | 2019-01-01 | LORI PENDERGAST | 2020-07-23 | LORI PENDERGAST | 2020-07-23 |
| 003 | 2018-01-01 | LORI PENDERGAST | 2019-07-29 | LORI PENDERGAST | 2019-07-29 |
| 003 | 2017-01-01 | LORI PENDERGAST | 2018-07-30 | LORI PENDERGAST | 2018-07-30 |
| 003 | 2016-01-01 | LORI PENDERGAST | 2017-10-05 | LORI PENDERGAST | 2017-10-05 |
| 003 | 2015-01-01 | LORI PENDERGAST | 2016-07-26 | LORI PENDERGAST | 2016-07-26 |
| 003 | 2014-01-01 | LORI PENDERGAST | 2015-08-18 | LORI PENDERGAST | 2015-08-18 |
| 003 | 2013-01-01 | LORI PENDERGAST | 2014-07-29 | LORI PENDERGAST | 2014-07-29 |
| 003 | 2012-01-01 | LORI PENDERGAST | 2013-07-29 | LORI PENDERGAST | 2013-07-29 |
| 003 | 2010-01-01 | LORI PENDERGAST | | LORI PENDERGAST | 2011-07-29 |
| 003 | 2009-01-01 | LORI PENDERGAST | | LORI PENDERGAST | 2010-08-03 |
Plan Statistics for ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1)
401k plan membership statisitcs for ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1)
| Measure | Date | Value |
|---|
| 2010: ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1) 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 20 |
| Total of all active and inactive participants | 2010-01-01 | 20 |
| Total participants | 2010-01-01 | 20 |
| 2009: ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1) 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
| Total of all active and inactive participants | 2009-01-01 | 23 |
| Total participants | 2009-01-01 | 23 |
Financial Data on ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1)
| Measure | Date | Value |
|---|
| 2010 : ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1) 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $591,722 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $89,090 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $89,025 |
| Total plan assets at end of year | 2010-12-31 | $2,807,990 |
| Total plan assets at beginning of year | 2010-12-31 | $2,305,358 |
| Total contributions received or receivable from participants | 2010-12-31 | $69,514 |
| Other income received | 2010-12-31 | $478,150 |
| Net income (gross income less expenses) | 2010-12-31 | $502,632 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,807,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,305,358 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $44,058 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $65 |
Form 5500 Responses for ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1)
| 2010: ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1) 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ARROWHEAD WEST, INC. RETIREMENT ANNUITY PLAN 403(B)(1) 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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