COLORADO WEST INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.
Additional information about COLORADO WEST INVESTMENTS, INC.
Submission information for form 5500 for 401k plan COLORADO WEST INVESTMENTS, INC. 401(K) PLAN
401k plan membership statisitcs for COLORADO WEST INVESTMENTS, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2012: COLORADO WEST INVESTMENTS, INC. 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 7 |
| Number of participants with account balances | 2012-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: COLORADO WEST INVESTMENTS, INC. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: COLORADO WEST INVESTMENTS, INC. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
| Total of all active and inactive participants | 2009-10-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 3 |
| Number of participants with account balances | 2009-10-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : COLORADO WEST INVESTMENTS, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $32,773 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $91,157 |
| Total plan assets at beginning of year | 2012-12-31 | $58,384 |
| Value of fidelity bond covering the plan | 2012-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $21,458 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $6,292 |
| Net income (gross income less expenses) | 2012-12-31 | $32,773 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $91,157 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $58,384 |
| Assets. Value of participant loans | 2012-12-31 | $2,237 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $5,023 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : COLORADO WEST INVESTMENTS, INC. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $11,628 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $59,071 |
| Total plan assets at beginning of year | 2011-12-31 | $47,443 |
| Value of fidelity bond covering the plan | 2011-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $7,466 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-1,176 |
| Net income (gross income less expenses) | 2011-12-31 | $11,628 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $59,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $47,443 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $5,338 |
| 2010 : COLORADO WEST INVESTMENTS, INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $25,738 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $47,443 |
| Total plan assets at beginning of year | 2010-12-31 | $21,705 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $18,661 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $2,784 |
| Net income (gross income less expenses) | 2010-12-31 | $25,738 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $47,443 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $21,705 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $4,293 |
| 2012: COLORADO WEST INVESTMENTS, INC. 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: COLORADO WEST INVESTMENTS, INC. 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: COLORADO WEST INVESTMENTS, INC. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | First time form 5500 has been submitted | Yes |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP76821/FI9R |
| Policy instance | 1 |
| Insurance contract or identification number | GP76821/FI9R | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 4 | | Insurance broker name | KEVIN SANDERFORD |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP76821/FI9R |
| Policy instance | 1 |
| Insurance contract or identification number | GP76821/FI9R | | Number of Individuals Covered | 4 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $15 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP76821/FI9R |
| Policy instance | 1 |
| Insurance contract or identification number | GP76821/FI9R | | Number of Individuals Covered | 3 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 4 | | Insurance broker name | KEVIN SANDERFORD |
|
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