Logo

NORTHWEST TRUE VALUE HARDWARE EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameNORTHWEST TRUE VALUE HARDWARE EMPLOYEE RETIREMENT PLAN
Plan identification number 001

NORTHWEST TRUE VALUE HARDWARE EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 HARDWARE CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHWEST HARDWARE CO., INC.
Employer identification number (EIN):540554374
NAIC Classification:444130
NAIC Description:Hardware Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST TRUE VALUE HARDWARE EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01KATIE OBREMSKI
0012015-01-01KATIE OBREMSKI2016-06-10
0012013-01-01FIACRE BRISSI2014-07-01
0012012-01-01DON MARKWARDT2013-07-16
0012011-01-01RACHEL BOSWORTH2012-07-05
0012010-01-01MIKE BAHDE2011-06-30

Plan Statistics for NORTHWEST TRUE VALUE HARDWARE EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for NORTHWEST TRUE VALUE HARDWARE EMPLOYEE RETIREMENT PLAN

Measure Date Value
2018
Total participants, beginning-of-year2018-01-01133
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017
Total participants, beginning-of-year2017-01-01132
Total number of active participants reported on line 7a of the Form 55002017-01-01103
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01115
Number of participants with account balances2017-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01103
Number of participants with account balances2016-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018

Financial Data on NORTHWEST TRUE VALUE HARDWARE EMPLOYEE RETIREMENT PLAN

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-05-02$0
Total transfer of assets from this plan2018-05-02$2,226,720
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-02$0
Total income from all sources (including contributions)2018-05-02$12,367
Total loss/gain on sale of assets2018-05-02$0
Total of all expenses incurred2018-05-02$50,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-02$50,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-02$0
Value of total assets at end of year2018-05-02$0
Value of total assets at beginning of year2018-05-02$2,264,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-02$0
Total interest from all sources2018-05-02$13,032
Total dividends received (eg from common stock, registered investment company shares)2018-05-02$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-02Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-05-02$0
Was this plan covered by a fidelity bond2018-05-02Yes
Value of fidelity bond cover2018-05-02$350,000
If this is an individual account plan, was there a blackout period2018-05-02No
Funding deficiency by the employer to the plan for this plan year2018-05-02$0
Minimum employer required contribution for this plan year2018-05-02$0
Amount contributed by the employer to the plan for this plan year2018-05-02$0
Were there any nonexempt tranactions with any party-in-interest2018-05-02No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-02No
Value of net income/loss2018-05-02$-37,766
Value of net assets at end of year (total assets less liabilities)2018-05-02$0
Value of net assets at beginning of year (total assets less liabilities)2018-05-02$2,264,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-02No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-02No
Were any leases to which the plan was party in default or uncollectible2018-05-02No
Value of interest in pooled separate accounts at end of year2018-05-02$0
Value of interest in pooled separate accounts at beginning of year2018-05-02$672,288
Interest earned on other investments2018-05-02$13,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-02$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-02$1,564,348
Net investment gain/loss from pooled separate accounts2018-05-02$-665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-02No
Was there a failure to transmit to the plan any participant contributions2018-05-02No
Has the plan failed to provide any benefit when due under the plan2018-05-02No
Contributions received in cash from employer2018-05-02$0
Employer contributions (assets) at end of year2018-05-02$0
Employer contributions (assets) at beginning of year2018-05-02$27,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-02$50,133
Did the plan have assets held for investment2018-05-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-02Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-02Yes
Opinion of an independent qualified public accountant for this plan2018-05-02Disclaimer
Accountancy firm name2018-05-02BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2018-05-02540504608
2017
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$0
Total income from all sources (including contributions)2017-12-31$293,505
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$92,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$92,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$135,850
Value of total assets at end of year2017-12-31$2,264,486
Value of total assets at beginning of year2017-12-31$2,063,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$41,197
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$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$148,943
Amount contributed by the employer to the plan for this plan year2017-12-31$148,943
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$200,523
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,264,486
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,063,963
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 pooled separate accounts at end of year2017-12-31$672,288
Value of interest in pooled separate accounts at beginning of year2017-12-31$563,952
Interest earned on other investments2017-12-31$41,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,564,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,500,011
Net investment gain/loss from pooled separate accounts2017-12-31$116,458
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$135,850
Employer contributions (assets) at end of year2017-12-31$27,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$92,982
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 name2017-12-31BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2017-12-31540504608
2016
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$0
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$258,350
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$501,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$501,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$144,000
Value of total assets at end of year2016-12-31$2,063,963
Value of total assets at beginning of year2016-12-31$2,307,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$47,580
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$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$152,715
Amount contributed by the employer to the plan for this plan year2016-12-31$152,715
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-243,058
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,063,963
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,307,021
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 pooled separate accounts at end of year2016-12-31$563,952
Value of interest in pooled separate accounts at beginning of year2016-12-31$604,159
Interest earned on other investments2016-12-31$47,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,500,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,702,862
Net investment gain/loss from pooled separate accounts2016-12-31$66,770
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$144,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$501,408
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 name2016-12-31BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2016-12-31540504608

Form 5500 Responses

2018
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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
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
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

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number89-60187-71
Policy instance 1
Insurance contract or identification number89-60187-71
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-05-02
Total amount of commissions paid to insurance brokerUSD $625
Total amount of fees paid to insurance companyUSD $38
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $625
Amount paid for insurance broker fees38
Additional information about fees paid to insurance brokerINCENTIVES
Insurance broker organization code?3
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number89-60187-71
Policy instance 1
Insurance contract or identification number89-60187-71
Number of Individuals Covered115
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,822
Total amount of fees paid to insurance companyUSD $182
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,822
Amount paid for insurance broker fees182
Additional information about fees paid to insurance brokerINCENTIVES
Insurance broker organization code?3
Insurance broker nameJOHN SPADEA III

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup