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Plan Name | INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | AVISTA CORPORATION |
Employer identification number (EIN): | 910462470 |
NAIC Classification: | 221100 |
Additional information about AVISTA CORPORATION
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1889-03-15 |
Company Identification Number: | 328000223 |
Legal Registered Office Address: |
1411 E MISSION AVE SPOKANE United States of America (USA) 992020000 |
More information about AVISTA CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | MARY PRINCE | ADAM MUNSON | 2018-10-12 | |
003 | 2016-01-01 | MARY PRINCE | ADAM MUNSON | 2017-10-14 | |
003 | 2015-01-01 | MARY PRINCE | ADAM MUNSON | 2016-10-14 | |
003 | 2014-01-01 | MARY PRINCE | ADAM MUNSON | 2015-10-14 | |
003 | 2013-01-01 | MARY PRINCE | ADAM MUNSON | 2014-08-19 | |
003 | 2012-01-01 | MARY PRINCE | ADAM MUNSON | 2013-10-11 | |
003 | 2011-01-01 | MARY PRINCE | DIANE THOREN | 2012-10-15 | |
003 | 2009-01-01 | MARY PRINCE | DIANE THOREN | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2,495 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,885 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 123 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 582 |
Total of all active and inactive participants | 2022-01-01 | 2,590 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 12 |
Total participants | 2022-01-01 | 2,602 |
Number of participants with account balances | 2022-01-01 | 2,548 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 47 |
2021: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2,461 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,847 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 117 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 520 |
Total of all active and inactive participants | 2021-01-01 | 2,484 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 11 |
Total participants | 2021-01-01 | 2,495 |
Number of participants with account balances | 2021-01-01 | 2,445 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 36 |
2020: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,347 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,865 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 117 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 470 |
Total of all active and inactive participants | 2020-01-01 | 2,452 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 9 |
Total participants | 2020-01-01 | 2,461 |
Number of participants with account balances | 2020-01-01 | 2,413 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 34 |
2019: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2,338 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,844 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 117 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 431 |
Total of all active and inactive participants | 2019-01-01 | 2,392 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 2,399 |
Number of participants with account balances | 2019-01-01 | 2,347 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 41 |
2018: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2,281 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,768 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 116 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 447 |
Total of all active and inactive participants | 2018-01-01 | 2,331 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 7 |
Total participants | 2018-01-01 | 2,338 |
Number of participants with account balances | 2018-01-01 | 2,320 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 37 |
2017: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,258 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,744 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 96 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 433 |
Total of all active and inactive participants | 2017-01-01 | 2,273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 8 |
Total participants | 2017-01-01 | 2,281 |
Number of participants with account balances | 2017-01-01 | 2,259 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 33 |
2016: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2,205 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,743 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 85 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 420 |
Total of all active and inactive participants | 2016-01-01 | 2,248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 10 |
Total participants | 2016-01-01 | 2,258 |
Number of participants with account balances | 2016-01-01 | 2,236 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 31 |
2015: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,127 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,710 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 74 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 411 |
Total of all active and inactive participants | 2015-01-01 | 2,195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 10 |
Total participants | 2015-01-01 | 2,205 |
Number of participants with account balances | 2015-01-01 | 2,183 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 34 |
2014: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,092 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,645 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 64 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 404 |
Total of all active and inactive participants | 2014-01-01 | 2,113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 14 |
Total participants | 2014-01-01 | 2,127 |
Number of participants with account balances | 2014-01-01 | 2,104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 26 |
2013: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,092 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,612 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 406 |
Total of all active and inactive participants | 2013-01-01 | 2,078 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 14 |
Total participants | 2013-01-01 | 2,092 |
Number of participants with account balances | 2013-01-01 | 2,069 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 27 |
2012: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,042 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,660 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 363 |
Total of all active and inactive participants | 2012-01-01 | 2,077 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 15 |
Total participants | 2012-01-01 | 2,092 |
Number of participants with account balances | 2012-01-01 | 2,057 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 25 |
2011: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,879 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,595 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 390 |
Total of all active and inactive participants | 2011-01-01 | 2,029 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 13 |
Total participants | 2011-01-01 | 2,042 |
Number of participants with account balances | 2011-01-01 | 2,013 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 33 |
2009: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,887 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,441 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 388 |
Total of all active and inactive participants | 2009-01-01 | 1,873 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 17 |
Total participants | 2009-01-01 | 1,890 |
Number of participants with account balances | 2009-01-01 | 1,861 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2022 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $930,346 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $930,346 |
Total income from all sources (including contributions) | 2022-12-31 | $-52,500,450 |
Total loss/gain on sale of assets | 2022-12-31 | $30,044 |
Total of all expenses incurred | 2022-12-31 | $66,786,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $66,125,825 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $65,005,314 |
Value of total assets at end of year | 2022-12-31 | $669,552,378 |
Value of total assets at beginning of year | 2022-12-31 | $788,839,334 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $660,681 |
Total interest from all sources | 2022-12-31 | $266,471 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $25,782,750 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $24,883,503 |
Administrative expenses professional fees incurred | 2022-12-31 | $35,557 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $22,747,517 |
Participant contributions at end of year | 2022-12-31 | $5,918,745 |
Participant contributions at beginning of year | 2022-12-31 | $5,468,986 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $28,677,583 |
Other income not declared elsewhere | 2022-12-31 | $-2,643,438 |
Administrative expenses (other) incurred | 2022-12-31 | $32,354 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-119,286,956 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $669,552,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $788,839,334 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $443,047 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $576,262,505 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $695,055,053 |
Interest on participant loans | 2022-12-31 | $266,471 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $55,064,186 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $55,013,393 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-142,755,409 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $883,472 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $22,285,105 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $21,572,718 |
Contributions received in cash from employer | 2022-12-31 | $13,580,214 |
Employer contributions (assets) at end of year | 2022-12-31 | $871,190 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $498,667 |
Income. Dividends from common stock | 2022-12-31 | $899,247 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $66,125,825 |
Contract administrator fees | 2022-12-31 | $149,723 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $9,150,647 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $11,230,517 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $5,680,375 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $5,650,331 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,648,209 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,648,209 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $147,271,774 |
Total loss/gain on sale of assets | 2021-12-31 | $471,242 |
Total of all expenses incurred | 2021-12-31 | $45,129,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $44,406,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $45,759,981 |
Value of total assets at end of year | 2021-12-31 | $788,839,334 |
Value of total assets at beginning of year | 2021-12-31 | $686,697,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $723,840 |
Total interest from all sources | 2021-12-31 | $287,020 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $29,919,499 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $29,014,665 |
Administrative expenses professional fees incurred | 2021-12-31 | $104,299 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $20,449,619 |
Participant contributions at end of year | 2021-12-31 | $5,468,986 |
Participant contributions at beginning of year | 2021-12-31 | $6,051,265 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $13,790,632 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $102,141,847 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $788,839,334 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $686,697,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $619,541 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $695,055,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $592,461,237 |
Interest on participant loans | 2021-12-31 | $287,020 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $55,013,393 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $55,232,925 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $68,362,629 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $823,194 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $21,572,718 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $23,248,210 |
Contributions received in cash from employer | 2021-12-31 | $11,519,730 |
Employer contributions (assets) at end of year | 2021-12-31 | $498,667 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $607,749 |
Income. Dividends from common stock | 2021-12-31 | $904,834 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $44,406,087 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $11,230,517 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $9,096,101 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $9,007,665 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $8,536,423 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-2,087,464 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-2,087,464 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $107,833,041 |
Total loss/gain on sale of assets | 2020-12-31 | $-100,160 |
Total of all expenses incurred | 2020-12-31 | $35,517,148 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $34,809,584 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $35,164,409 |
Value of total assets at end of year | 2020-12-31 | $686,697,487 |
Value of total assets at beginning of year | 2020-12-31 | $614,381,594 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $707,564 |
Total interest from all sources | 2020-12-31 | $332,606 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $22,119,013 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $21,194,936 |
Administrative expenses professional fees incurred | 2020-12-31 | $100,770 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $19,575,328 |
Participant contributions at end of year | 2020-12-31 | $6,051,265 |
Participant contributions at beginning of year | 2020-12-31 | $6,255,037 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,450,152 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $72,315,893 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $686,697,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $614,381,594 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $606,794 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $592,461,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $529,846,747 |
Interest on participant loans | 2020-12-31 | $332,606 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $55,232,925 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $46,439,522 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $51,292,693 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,111,944 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $23,248,210 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $25,155,322 |
Contributions received in cash from employer | 2020-12-31 | $11,138,929 |
Employer contributions (assets) at end of year | 2020-12-31 | $607,749 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $580,276 |
Income. Dividends from common stock | 2020-12-31 | $924,077 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $34,809,584 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $9,096,101 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $6,104,690 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $6,215,338 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $6,315,498 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,551,015 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,551,015 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,551,015 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,551,015 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $141,409,114 |
Total income from all sources (including contributions) | 2019-12-31 | $141,409,114 |
Total loss/gain on sale of assets | 2019-12-31 | $159,296 |
Total loss/gain on sale of assets | 2019-12-31 | $159,296 |
Total of all expenses incurred | 2019-12-31 | $36,927,414 |
Total of all expenses incurred | 2019-12-31 | $36,927,414 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $36,252,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $36,252,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $35,309,233 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $35,309,233 |
Value of total assets at end of year | 2019-12-31 | $614,381,594 |
Value of total assets at end of year | 2019-12-31 | $614,381,594 |
Value of total assets at beginning of year | 2019-12-31 | $509,899,894 |
Value of total assets at beginning of year | 2019-12-31 | $509,899,894 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $675,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $675,027 |
Total interest from all sources | 2019-12-31 | $347,163 |
Total interest from all sources | 2019-12-31 | $347,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $17,840,659 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $17,840,659 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $17,030,890 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $17,030,890 |
Administrative expenses professional fees incurred | 2019-12-31 | $43,107 |
Administrative expenses professional fees incurred | 2019-12-31 | $43,107 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $18,664,610 |
Contributions received from participants | 2019-12-31 | $18,664,610 |
Participant contributions at end of year | 2019-12-31 | $6,255,037 |
Participant contributions at end of year | 2019-12-31 | $6,255,037 |
Participant contributions at beginning of year | 2019-12-31 | $6,506,228 |
Participant contributions at beginning of year | 2019-12-31 | $6,506,228 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $6,119,460 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $6,119,460 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $104,481,700 |
Value of net income/loss | 2019-12-31 | $104,481,700 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $614,381,594 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $614,381,594 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $509,899,894 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $509,899,894 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $631,920 |
Investment advisory and management fees | 2019-12-31 | $631,920 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $529,846,747 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $529,846,747 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $427,242,879 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $427,242,879 |
Interest on participant loans | 2019-12-31 | $347,163 |
Interest on participant loans | 2019-12-31 | $347,163 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $46,439,522 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $46,439,522 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $48,443,354 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $48,443,354 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $83,028,800 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $83,028,800 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,172,948 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,172,948 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $25,155,322 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $25,155,322 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $21,893,654 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $21,893,654 |
Contributions received in cash from employer | 2019-12-31 | $10,525,163 |
Contributions received in cash from employer | 2019-12-31 | $10,525,163 |
Employer contributions (assets) at end of year | 2019-12-31 | $580,276 |
Employer contributions (assets) at end of year | 2019-12-31 | $580,276 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $409,698 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $409,698 |
Income. Dividends from common stock | 2019-12-31 | $809,769 |
Income. Dividends from common stock | 2019-12-31 | $809,769 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $36,252,387 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $36,252,387 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $6,104,690 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $6,104,690 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $5,404,081 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $5,404,081 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $5,001,989 |
Aggregate proceeds on sale of assets | 2019-12-31 | $5,001,989 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $4,842,693 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $4,842,693 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-4,929,301 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-4,929,301 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $5,287,619 |
Total loss/gain on sale of assets | 2018-12-31 | $-273,499 |
Total of all expenses incurred | 2018-12-31 | $37,436,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $36,810,936 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $35,042,738 |
Value of total assets at end of year | 2018-12-31 | $509,899,894 |
Value of total assets at beginning of year | 2018-12-31 | $542,049,001 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $625,790 |
Total interest from all sources | 2018-12-31 | $323,595 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $19,868,538 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $18,950,867 |
Administrative expenses professional fees incurred | 2018-12-31 | $38,233 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $17,963,017 |
Participant contributions at end of year | 2018-12-31 | $6,506,228 |
Participant contributions at beginning of year | 2018-12-31 | $6,589,057 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $485,874 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,334,818 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-32,149,107 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $509,899,894 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $542,049,001 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $587,557 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $427,242,879 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $445,482,449 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $323,595 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $48,443,354 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $46,904,886 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-45,773,743 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,029,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $21,893,654 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $36,286,916 |
Contributions received in cash from employer | 2018-12-31 | $9,744,903 |
Employer contributions (assets) at end of year | 2018-12-31 | $409,698 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $699,448 |
Income. Dividends from common stock | 2018-12-31 | $917,671 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $36,810,936 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $5,404,081 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $5,600,371 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $14,240,547 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $14,514,046 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $8,369,604 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $8,369,604 |
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 | $114,847,279 |
Total loss/gain on sale of assets | 2017-12-31 | $2,864,197 |
Total of all expenses incurred | 2017-12-31 | $33,603,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $32,995,894 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $35,815,861 |
Value of total assets at end of year | 2017-12-31 | $542,049,001 |
Value of total assets at beginning of year | 2017-12-31 | $460,804,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $607,153 |
Total interest from all sources | 2017-12-31 | $279,175 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $15,620,017 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $14,429,991 |
Administrative expenses professional fees incurred | 2017-12-31 | $40,421 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $17,121,391 |
Participant contributions at end of year | 2017-12-31 | $6,589,057 |
Participant contributions at beginning of year | 2017-12-31 | $6,235,476 |
Participant contributions at end of year | 2017-12-31 | $485,874 |
Participant contributions at beginning of year | 2017-12-31 | $463,852 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $9,584,993 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $81,244,232 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $542,049,001 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $460,804,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $566,732 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $445,482,449 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $357,764,920 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $279,175 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $46,904,886 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $52,066,254 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $50,955,238 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $943,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $36,286,916 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $38,093,301 |
Contributions received in cash from employer | 2017-12-31 | $9,109,477 |
Employer contributions (assets) at end of year | 2017-12-31 | $699,448 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $694,619 |
Income. Dividends from common stock | 2017-12-31 | $1,190,026 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $32,995,894 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $5,600,371 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $5,486,347 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $17,602,790 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $14,738,593 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $4,417,789 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $4,417,789 |
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 | $67,687,861 |
Total loss/gain on sale of assets | 2016-12-31 | $928,784 |
Total of all expenses incurred | 2016-12-31 | $22,242,176 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $21,743,563 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $29,206,503 |
Value of total assets at end of year | 2016-12-31 | $460,804,769 |
Value of total assets at beginning of year | 2016-12-31 | $415,359,084 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $498,613 |
Total interest from all sources | 2016-12-31 | $250,452 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $12,085,315 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $10,755,708 |
Administrative expenses professional fees incurred | 2016-12-31 | $37,019 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $16,215,100 |
Participant contributions at end of year | 2016-12-31 | $6,235,476 |
Participant contributions at beginning of year | 2016-12-31 | $5,812,369 |
Participant contributions at end of year | 2016-12-31 | $463,852 |
Participant contributions at beginning of year | 2016-12-31 | $495,533 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,478,305 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $45,445,685 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $460,804,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $415,359,084 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $461,594 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $357,764,920 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $316,308,681 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $250,452 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $52,066,254 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $49,823,655 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $19,778,771 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,020,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $38,093,301 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $38,052,520 |
Contributions received in cash from employer | 2016-12-31 | $8,513,098 |
Employer contributions (assets) at end of year | 2016-12-31 | $694,619 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $768,320 |
Income. Dividends from common stock | 2016-12-31 | $1,329,607 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $21,743,563 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $5,486,347 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $4,098,006 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $11,050,407 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $10,121,623 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $288,008 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $288,008 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $30,934,790 |
Total loss/gain on sale of assets | 2015-12-31 | $-170,914 |
Total of all expenses incurred | 2015-12-31 | $22,211,475 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $21,745,386 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $31,355,021 |
Value of total assets at end of year | 2015-12-31 | $415,359,084 |
Value of total assets at beginning of year | 2015-12-31 | $406,635,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $466,089 |
Total interest from all sources | 2015-12-31 | $238,823 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $12,401,002 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $10,998,479 |
Administrative expenses professional fees incurred | 2015-12-31 | $29,500 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $15,822,847 |
Participant contributions at end of year | 2015-12-31 | $5,812,369 |
Participant contributions at beginning of year | 2015-12-31 | $5,656,768 |
Participant contributions at end of year | 2015-12-31 | $495,533 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $7,229,330 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $6,680 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $8,723,315 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $415,359,084 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $406,635,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $436,589 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $316,308,681 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $311,041,043 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $238,823 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $49,823,655 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $50,253,352 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-14,194,043 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,016,893 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $38,052,520 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $37,561,932 |
Contributions received in cash from employer | 2015-12-31 | $8,302,844 |
Employer contributions (assets) at end of year | 2015-12-31 | $768,320 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $346,365 |
Income. Dividends from common stock | 2015-12-31 | $1,402,523 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $21,738,706 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $4,098,006 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $1,776,309 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $5,750,012 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $5,920,926 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $7,268,949 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $7,268,949 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $63,563 |
Total income from all sources (including contributions) | 2014-12-31 | $57,665,892 |
Total loss/gain on sale of assets | 2014-12-31 | $859,193 |
Total of all expenses incurred | 2014-12-31 | $26,982,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $26,639,745 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $24,150,297 |
Value of total assets at end of year | 2014-12-31 | $406,635,769 |
Value of total assets at beginning of year | 2014-12-31 | $376,015,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $342,260 |
Total interest from all sources | 2014-12-31 | $241,242 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $11,383,741 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $9,956,112 |
Administrative expenses professional fees incurred | 2014-12-31 | $46,878 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $13,625,023 |
Participant contributions at end of year | 2014-12-31 | $5,656,768 |
Participant contributions at beginning of year | 2014-12-31 | $5,537,057 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,678,712 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $67,104 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $63,563 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $10,567 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $30,683,887 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $406,635,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $375,951,882 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $295,382 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $311,041,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $280,634,820 |
Interest on participant loans | 2014-12-31 | $241,242 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $50,253,352 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $54,810,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $12,749,755 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,012,715 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $37,561,932 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $32,909,482 |
Contributions received in cash from employer | 2014-12-31 | $6,846,562 |
Employer contributions (assets) at end of year | 2014-12-31 | $346,365 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $286,580 |
Income. Dividends from common stock | 2014-12-31 | $1,427,629 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $26,639,745 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $1,776,309 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $1,759,331 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $8,612,672 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $7,753,479 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $941,753 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $941,753 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $63,563 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $66,463 |
Total income from all sources (including contributions) | 2013-12-31 | $80,087,455 |
Total loss/gain on sale of assets | 2013-12-31 | $4,414,583 |
Total of all expenses incurred | 2013-12-31 | $29,596,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $29,345,689 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $20,430,329 |
Value of total assets at end of year | 2013-12-31 | $376,015,445 |
Value of total assets at beginning of year | 2013-12-31 | $325,527,528 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $250,949 |
Total interest from all sources | 2013-12-31 | $232,946 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,509,273 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $28,363 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $12,562,816 |
Participant contributions at end of year | 2013-12-31 | $5,537,057 |
Participant contributions at beginning of year | 2013-12-31 | $5,297,237 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,662,113 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $67,104 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $31,992 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $63,563 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $66,463 |
Total non interest bearing cash at end of year | 2013-12-31 | $10,567 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $50,490,817 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $375,951,882 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $325,461,065 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $222,586 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $280,634,820 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $230,308,827 |
Interest on participant loans | 2013-12-31 | $232,946 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $54,810,504 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $56,207,454 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $51,544,960 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,013,611 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $32,909,482 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $31,864,085 |
Contributions received in cash from employer | 2013-12-31 | $6,205,400 |
Employer contributions (assets) at end of year | 2013-12-31 | $286,580 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $238,001 |
Income. Dividends from common stock | 2013-12-31 | $1,509,273 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $29,345,689 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $1,759,331 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $1,579,932 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $15,169,199 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $10,754,616 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-2,068,759 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-2,068,759 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $66,463 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $35,917 |
Total income from all sources (including contributions) | 2012-12-31 | $48,720,396 |
Total loss/gain on sale of assets | 2012-12-31 | $35,487 |
Total of all expenses incurred | 2012-12-31 | $16,253,673 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $16,026,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $20,215,588 |
Value of total assets at end of year | 2012-12-31 | $325,527,528 |
Value of total assets at beginning of year | 2012-12-31 | $293,030,259 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $227,356 |
Total interest from all sources | 2012-12-31 | $226,758 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,573,551 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $24,284 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $11,909,357 |
Participant contributions at end of year | 2012-12-31 | $5,297,237 |
Participant contributions at beginning of year | 2012-12-31 | $4,805,493 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,515,524 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $31,992 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $66,463 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $35,917 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $32,466,723 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $325,461,065 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $292,994,342 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $203,072 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $230,308,827 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $197,362,881 |
Interest on participant loans | 2012-12-31 | $226,758 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $56,207,454 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $54,902,602 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $27,378,591 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,359,180 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $31,864,085 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $34,446,423 |
Contributions received in cash from employer | 2012-12-31 | $5,790,707 |
Employer contributions (assets) at end of year | 2012-12-31 | $238,001 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $257,377 |
Income. Dividends from common stock | 2012-12-31 | $1,573,551 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $16,026,317 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $1,579,932 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $1,255,483 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $8,490,151 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $8,454,664 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $3,794,650 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $3,794,650 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $35,917 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $12,746 |
Total income from all sources (including contributions) | 2011-12-31 | $23,439,580 |
Total loss/gain on sale of assets | 2011-12-31 | $417,520 |
Total of all expenses incurred | 2011-12-31 | $18,860,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $18,646,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $18,569,472 |
Value of total assets at end of year | 2011-12-31 | $293,030,259 |
Value of total assets at beginning of year | 2011-12-31 | $288,428,120 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $213,689 |
Total interest from all sources | 2011-12-31 | $217,612 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,503,291 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $16,120 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $11,509,970 |
Participant contributions at end of year | 2011-12-31 | $4,805,493 |
Participant contributions at beginning of year | 2011-12-31 | $4,254,718 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,568,101 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $8,605 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $35,917 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $12,746 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $4,578,968 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $292,994,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $288,415,374 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $197,569 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $197,362,881 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $199,743,831 |
Interest on participant loans | 2011-12-31 | $217,612 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $54,902,602 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $50,873,669 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,652,597 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,589,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $34,446,423 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $31,811,177 |
Contributions received in cash from employer | 2011-12-31 | $5,491,401 |
Employer contributions (assets) at end of year | 2011-12-31 | $257,377 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $217,634 |
Income. Dividends from common stock | 2011-12-31 | $1,503,291 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $18,646,923 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $1,255,483 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $1,518,486 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $10,295,785 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $9,878,265 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,456,560 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,456,560 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $12,746 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $13,229 |
Total income from all sources (including contributions) | 2010-12-31 | $44,097,682 |
Total loss/gain on sale of assets | 2010-12-31 | $30,264 |
Total of all expenses incurred | 2010-12-31 | $13,964,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $13,740,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $15,878,705 |
Value of total assets at end of year | 2010-12-31 | $288,428,120 |
Value of total assets at beginning of year | 2010-12-31 | $258,295,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $223,484 |
Total interest from all sources | 2010-12-31 | $220,249 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $5,254,193 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $3,822,483 |
Administrative expenses professional fees incurred | 2010-12-31 | $20,547 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $10,726,878 |
Participant contributions at end of year | 2010-12-31 | $4,254,718 |
Participant contributions at beginning of year | 2010-12-31 | $3,490,122 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $403,340 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $8,605 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $14,988 |
Administrative expenses (other) incurred | 2010-12-31 | $11,203 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $12,746 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $13,229 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $30,133,356 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $288,415,374 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $258,282,018 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $191,734 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $199,743,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $174,952,135 |
Interest on participant loans | 2010-12-31 | $220,249 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $50,873,669 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $45,476,273 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $19,827,733 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,429,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $31,811,177 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $31,594,341 |
Contributions received in cash from employer | 2010-12-31 | $4,748,487 |
Employer contributions (assets) at end of year | 2010-12-31 | $217,634 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $192,735 |
Income. Dividends from preferred stock | 2010-12-31 | $35 |
Income. Dividends from common stock | 2010-12-31 | $1,431,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $13,740,842 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $1,518,486 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $2,574,653 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $7,923,027 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $7,892,763 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | LARSONALLEN, LLP |
Accountancy firm EIN | 2010-12-31 | 410746749 |
2009 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2019 form 5500 responses | ||
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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |