?>
Logo

INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 401k Plan overview

Plan NameINVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA
Plan identification number 003

INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

AVISTA CORPORATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MARY PRINCE ADAM MUNSON2018-10-12
0032016-01-01MARY PRINCE ADAM MUNSON2017-10-14
0032015-01-01MARY PRINCE ADAM MUNSON2016-10-14
0032014-01-01MARY PRINCE ADAM MUNSON2015-10-14
0032013-01-01MARY PRINCE ADAM MUNSON2014-08-19
0032012-01-01MARY PRINCE ADAM MUNSON2013-10-11
0032011-01-01MARY PRINCE DIANE THOREN2012-10-15
0032009-01-01MARY PRINCE DIANE THOREN2010-10-14

Plan Statistics for INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA

401k plan membership statisitcs for INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA

Measure Date Value
2022: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2022 401k membership
Total participants, beginning-of-year2022-01-012,495
Total number of active participants reported on line 7a of the Form 55002022-01-011,885
Number of retired or separated participants receiving benefits2022-01-01123
Number of other retired or separated participants entitled to future benefits2022-01-01582
Total of all active and inactive participants2022-01-012,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-012,602
Number of participants with account balances2022-01-012,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0147
2021: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2021 401k membership
Total participants, beginning-of-year2021-01-012,461
Total number of active participants reported on line 7a of the Form 55002021-01-011,847
Number of retired or separated participants receiving benefits2021-01-01117
Number of other retired or separated participants entitled to future benefits2021-01-01520
Total of all active and inactive participants2021-01-012,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-012,495
Number of participants with account balances2021-01-012,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2020 401k membership
Total participants, beginning-of-year2020-01-012,347
Total number of active participants reported on line 7a of the Form 55002020-01-011,865
Number of retired or separated participants receiving benefits2020-01-01117
Number of other retired or separated participants entitled to future benefits2020-01-01470
Total of all active and inactive participants2020-01-012,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-012,461
Number of participants with account balances2020-01-012,413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0134
2019: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2019 401k membership
Total participants, beginning-of-year2019-01-012,338
Total number of active participants reported on line 7a of the Form 55002019-01-011,844
Number of retired or separated participants receiving benefits2019-01-01117
Number of other retired or separated participants entitled to future benefits2019-01-01431
Total of all active and inactive participants2019-01-012,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-012,399
Number of participants with account balances2019-01-012,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0141
2018: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2018 401k membership
Total participants, beginning-of-year2018-01-012,281
Total number of active participants reported on line 7a of the Form 55002018-01-011,768
Number of retired or separated participants receiving benefits2018-01-01116
Number of other retired or separated participants entitled to future benefits2018-01-01447
Total of all active and inactive participants2018-01-012,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-012,338
Number of participants with account balances2018-01-012,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2017 401k membership
Total participants, beginning-of-year2017-01-012,258
Total number of active participants reported on line 7a of the Form 55002017-01-011,744
Number of retired or separated participants receiving benefits2017-01-0196
Number of other retired or separated participants entitled to future benefits2017-01-01433
Total of all active and inactive participants2017-01-012,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-012,281
Number of participants with account balances2017-01-012,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0133
2016: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2016 401k membership
Total participants, beginning-of-year2016-01-012,205
Total number of active participants reported on line 7a of the Form 55002016-01-011,743
Number of retired or separated participants receiving benefits2016-01-0185
Number of other retired or separated participants entitled to future benefits2016-01-01420
Total of all active and inactive participants2016-01-012,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-012,258
Number of participants with account balances2016-01-012,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0131
2015: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2015 401k membership
Total participants, beginning-of-year2015-01-012,127
Total number of active participants reported on line 7a of the Form 55002015-01-011,710
Number of retired or separated participants receiving benefits2015-01-0174
Number of other retired or separated participants entitled to future benefits2015-01-01411
Total of all active and inactive participants2015-01-012,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-012,205
Number of participants with account balances2015-01-012,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2014 401k membership
Total participants, beginning-of-year2014-01-012,092
Total number of active participants reported on line 7a of the Form 55002014-01-011,645
Number of retired or separated participants receiving benefits2014-01-0164
Number of other retired or separated participants entitled to future benefits2014-01-01404
Total of all active and inactive participants2014-01-012,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0114
Total participants2014-01-012,127
Number of participants with account balances2014-01-012,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2013 401k membership
Total participants, beginning-of-year2013-01-012,092
Total number of active participants reported on line 7a of the Form 55002013-01-011,612
Number of retired or separated participants receiving benefits2013-01-0160
Number of other retired or separated participants entitled to future benefits2013-01-01406
Total of all active and inactive participants2013-01-012,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-012,092
Number of participants with account balances2013-01-012,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2012 401k membership
Total participants, beginning-of-year2012-01-012,042
Total number of active participants reported on line 7a of the Form 55002012-01-011,660
Number of retired or separated participants receiving benefits2012-01-0154
Number of other retired or separated participants entitled to future benefits2012-01-01363
Total of all active and inactive participants2012-01-012,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-012,092
Number of participants with account balances2012-01-012,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2011 401k membership
Total participants, beginning-of-year2011-01-011,879
Total number of active participants reported on line 7a of the Form 55002011-01-011,595
Number of retired or separated participants receiving benefits2011-01-0144
Number of other retired or separated participants entitled to future benefits2011-01-01390
Total of all active and inactive participants2011-01-012,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0113
Total participants2011-01-012,042
Number of participants with account balances2011-01-012,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
2009: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2009 401k membership
Total participants, beginning-of-year2009-01-011,887
Total number of active participants reported on line 7a of the Form 55002009-01-011,441
Number of retired or separated participants receiving benefits2009-01-0144
Number of other retired or separated participants entitled to future benefits2009-01-01388
Total of all active and inactive participants2009-01-011,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0117
Total participants2009-01-011,890
Number of participants with account balances2009-01-011,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA

Measure Date Value
2022 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$930,346
Total unrealized appreciation/depreciation of assets2022-12-31$930,346
Total income from all sources (including contributions)2022-12-31$-52,500,450
Total loss/gain on sale of assets2022-12-31$30,044
Total of all expenses incurred2022-12-31$66,786,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$669,552,378
Value of total assets at beginning of year2022-12-31$788,839,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$660,681
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$24,883,503
Administrative expenses professional fees incurred2022-12-31$35,557
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$22,747,517
Participant contributions at end of year2022-12-31$5,918,745
Participant contributions at beginning of year2022-12-31$5,468,986
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,677,583
Other income not declared elsewhere2022-12-31$-2,643,438
Administrative expenses (other) incurred2022-12-31$32,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$443,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$576,262,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$695,055,053
Interest on participant loans2022-12-31$266,471
Value of interest in common/collective trusts at end of year2022-12-31$55,064,186
Value of interest in common/collective trusts at beginning of year2022-12-31$55,013,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-142,755,409
Net investment gain or loss from common/collective trusts2022-12-31$883,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$22,285,105
Assets. Invements in employer securities at beginning of year2022-12-31$21,572,718
Contributions received in cash from employer2022-12-31$13,580,214
Employer contributions (assets) at end of year2022-12-31$871,190
Employer contributions (assets) at beginning of year2022-12-31$498,667
Income. Dividends from common stock2022-12-31$899,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$66,125,825
Contract administrator fees2022-12-31$149,723
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$9,150,647
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$11,230,517
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$5,680,375
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,650,331
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,648,209
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$471,242
Total of all expenses incurred2021-12-31$45,129,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$788,839,334
Value of total assets at beginning of year2021-12-31$686,697,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$723,840
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$29,014,665
Administrative expenses professional fees incurred2021-12-31$104,299
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$20,449,619
Participant contributions at end of year2021-12-31$5,468,986
Participant contributions at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$619,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$695,055,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$592,461,237
Interest on participant loans2021-12-31$287,020
Value of interest in common/collective trusts at end of year2021-12-31$55,013,393
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$823,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$21,572,718
Assets. Invements in employer securities at beginning of year2021-12-31$23,248,210
Contributions received in cash from employer2021-12-31$11,519,730
Employer contributions (assets) at end of year2021-12-31$498,667
Employer contributions (assets) at beginning of year2021-12-31$607,749
Income. Dividends from common stock2021-12-31$904,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$44,406,087
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$11,230,517
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$9,096,101
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$9,007,665
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,536,423
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-2,087,464
Total unrealized appreciation/depreciation of assets2020-12-31$-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$107,833,041
Total loss/gain on sale of assets2020-12-31$-100,160
Total of all expenses incurred2020-12-31$35,517,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$686,697,487
Value of total assets at beginning of year2020-12-31$614,381,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$707,564
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$21,194,936
Administrative expenses professional fees incurred2020-12-31$100,770
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$19,575,328
Participant contributions at end of year2020-12-31$6,051,265
Participant contributions at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$606,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$592,461,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$529,846,747
Interest on participant loans2020-12-31$332,606
Value of interest in common/collective trusts at end of year2020-12-31$55,232,925
Value of interest in common/collective trusts at beginning of year2020-12-31$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 trusts2020-12-31$1,111,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$23,248,210
Assets. Invements in employer securities at beginning of year2020-12-31$25,155,322
Contributions received in cash from employer2020-12-31$11,138,929
Employer contributions (assets) at end of year2020-12-31$607,749
Employer contributions (assets) at beginning of year2020-12-31$580,276
Income. Dividends from common stock2020-12-31$924,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$34,809,584
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$9,096,101
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$6,104,690
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$6,215,338
Aggregate carrying amount (costs) on sale of assets2020-12-31$6,315,498
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,551,015
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,551,015
Total unrealized appreciation/depreciation of assets2019-12-31$3,551,015
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$159,296
Total loss/gain on sale of assets2019-12-31$159,296
Total of all expenses incurred2019-12-31$36,927,414
Total of all expenses incurred2019-12-31$36,927,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,252,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$614,381,594
Value of total assets at end of year2019-12-31$614,381,594
Value of total assets at beginning of year2019-12-31$509,899,894
Value of total assets at beginning of year2019-12-31$509,899,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$675,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$675,027
Total interest from all sources2019-12-31$347,163
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 incurred2019-12-31$43,107
Administrative expenses professional fees incurred2019-12-31$43,107
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$18,664,610
Contributions received from participants2019-12-31$18,664,610
Participant contributions at end of year2019-12-31$6,255,037
Participant contributions at end of year2019-12-31$6,255,037
Participant contributions at beginning of year2019-12-31$6,506,228
Participant contributions at beginning of year2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$104,481,700
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$631,920
Investment advisory and management fees2019-12-31$631,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$529,846,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$529,846,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$427,242,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$427,242,879
Interest on participant loans2019-12-31$347,163
Interest on participant loans2019-12-31$347,163
Value of interest in common/collective trusts at end of year2019-12-31$46,439,522
Value of interest in common/collective trusts at end of year2019-12-31$46,439,522
Value of interest in common/collective trusts at beginning of year2019-12-31$48,443,354
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$1,172,948
Net investment gain or loss from common/collective trusts2019-12-31$1,172,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$25,155,322
Assets. Invements in employer securities at end of year2019-12-31$25,155,322
Assets. Invements in employer securities at beginning of year2019-12-31$21,893,654
Assets. Invements in employer securities at beginning of year2019-12-31$21,893,654
Contributions received in cash from employer2019-12-31$10,525,163
Contributions received in cash from employer2019-12-31$10,525,163
Employer contributions (assets) at end of year2019-12-31$580,276
Employer contributions (assets) at end of year2019-12-31$580,276
Employer contributions (assets) at beginning of year2019-12-31$409,698
Employer contributions (assets) at beginning of year2019-12-31$409,698
Income. Dividends from common stock2019-12-31$809,769
Income. Dividends from common stock2019-12-31$809,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,252,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,252,387
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$6,104,690
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$6,104,690
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,404,081
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,404,081
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$5,001,989
Aggregate proceeds on sale of assets2019-12-31$5,001,989
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,842,693
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,842,693
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,929,301
Total unrealized appreciation/depreciation of assets2018-12-31$-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$5,287,619
Total loss/gain on sale of assets2018-12-31$-273,499
Total of all expenses incurred2018-12-31$37,436,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$509,899,894
Value of total assets at beginning of year2018-12-31$542,049,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$625,790
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$18,950,867
Administrative expenses professional fees incurred2018-12-31$38,233
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$17,963,017
Participant contributions at end of year2018-12-31$6,506,228
Participant contributions at beginning of year2018-12-31$6,589,057
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$485,874
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,334,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$587,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$427,242,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$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 year2018-12-31$48,443,354
Value of interest in common/collective trusts at beginning of year2018-12-31$46,904,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-45,773,743
Net investment gain or loss from common/collective trusts2018-12-31$1,029,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$21,893,654
Assets. Invements in employer securities at beginning of year2018-12-31$36,286,916
Contributions received in cash from employer2018-12-31$9,744,903
Employer contributions (assets) at end of year2018-12-31$409,698
Employer contributions (assets) at beginning of year2018-12-31$699,448
Income. Dividends from common stock2018-12-31$917,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$36,810,936
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$5,404,081
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,600,371
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$14,240,547
Aggregate carrying amount (costs) on sale of assets2018-12-31$14,514,046
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$8,369,604
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$2,864,197
Total of all expenses incurred2017-12-31$33,603,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$542,049,001
Value of total assets at beginning of year2017-12-31$460,804,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$607,153
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$14,429,991
Administrative expenses professional fees incurred2017-12-31$40,421
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$17,121,391
Participant contributions at end of year2017-12-31$6,589,057
Participant contributions at beginning of year2017-12-31$6,235,476
Participant contributions at end of year2017-12-31$485,874
Participant contributions at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$566,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$445,482,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$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 year2017-12-31$46,904,886
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$943,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$36,286,916
Assets. Invements in employer securities at beginning of year2017-12-31$38,093,301
Contributions received in cash from employer2017-12-31$9,109,477
Employer contributions (assets) at end of year2017-12-31$699,448
Employer contributions (assets) at beginning of year2017-12-31$694,619
Income. Dividends from common stock2017-12-31$1,190,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$32,995,894
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,600,371
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$5,486,347
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$17,602,790
Aggregate carrying amount (costs) on sale of assets2017-12-31$14,738,593
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,417,789
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$928,784
Total of all expenses incurred2016-12-31$22,242,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$460,804,769
Value of total assets at beginning of year2016-12-31$415,359,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$498,613
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$10,755,708
Administrative expenses professional fees incurred2016-12-31$37,019
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,215,100
Participant contributions at end of year2016-12-31$6,235,476
Participant contributions at beginning of year2016-12-31$5,812,369
Participant contributions at end of year2016-12-31$463,852
Participant contributions at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$461,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$357,764,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$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 year2016-12-31$52,066,254
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$1,020,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$38,093,301
Assets. Invements in employer securities at beginning of year2016-12-31$38,052,520
Contributions received in cash from employer2016-12-31$8,513,098
Employer contributions (assets) at end of year2016-12-31$694,619
Employer contributions (assets) at beginning of year2016-12-31$768,320
Income. Dividends from common stock2016-12-31$1,329,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$21,743,563
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$5,486,347
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,098,006
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$11,050,407
Aggregate carrying amount (costs) on sale of assets2016-12-31$10,121,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$288,008
Total unrealized appreciation/depreciation of assets2015-12-31$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$30,934,790
Total loss/gain on sale of assets2015-12-31$-170,914
Total of all expenses incurred2015-12-31$22,211,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$415,359,084
Value of total assets at beginning of year2015-12-31$406,635,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$466,089
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,998,479
Administrative expenses professional fees incurred2015-12-31$29,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$15,822,847
Participant contributions at end of year2015-12-31$5,812,369
Participant contributions at beginning of year2015-12-31$5,656,768
Participant contributions at end of year2015-12-31$495,533
Participant contributions at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$436,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$316,308,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$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 year2015-12-31$49,823,655
Value of interest in common/collective trusts at beginning of year2015-12-31$50,253,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,194,043
Net investment gain or loss from common/collective trusts2015-12-31$1,016,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$38,052,520
Assets. Invements in employer securities at beginning of year2015-12-31$37,561,932
Contributions received in cash from employer2015-12-31$8,302,844
Employer contributions (assets) at end of year2015-12-31$768,320
Employer contributions (assets) at beginning of year2015-12-31$346,365
Income. Dividends from common stock2015-12-31$1,402,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$21,738,706
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,098,006
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,776,309
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,750,012
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,920,926
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,268,949
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$859,193
Total of all expenses incurred2014-12-31$26,982,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$406,635,769
Value of total assets at beginning of year2014-12-31$376,015,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$342,260
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$9,956,112
Administrative expenses professional fees incurred2014-12-31$46,878
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$13,625,023
Participant contributions at end of year2014-12-31$5,656,768
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$67,104
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$63,563
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$295,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$311,041,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$280,634,820
Interest on participant loans2014-12-31$241,242
Value of interest in common/collective trusts at end of year2014-12-31$50,253,352
Value of interest in common/collective trusts at beginning of year2014-12-31$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 trusts2014-12-31$1,012,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$37,561,932
Assets. Invements in employer securities at beginning of year2014-12-31$32,909,482
Contributions received in cash from employer2014-12-31$6,846,562
Employer contributions (assets) at end of year2014-12-31$346,365
Employer contributions (assets) at beginning of year2014-12-31$286,580
Income. Dividends from common stock2014-12-31$1,427,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$26,639,745
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,776,309
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,759,331
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$8,612,672
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,753,479
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$941,753
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$4,414,583
Total of all expenses incurred2013-12-31$29,596,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$376,015,445
Value of total assets at beginning of year2013-12-31$325,527,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$250,949
Total interest from all sources2013-12-31$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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$28,363
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$12,562,816
Participant contributions at end of year2013-12-31$5,537,057
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$67,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$31,992
Liabilities. Value of operating payables at end of year2013-12-31$63,563
Liabilities. Value of operating payables at beginning of year2013-12-31$66,463
Total non interest bearing cash at end of year2013-12-31$10,567
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$222,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$280,634,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$230,308,827
Interest on participant loans2013-12-31$232,946
Value of interest in common/collective trusts at end of year2013-12-31$54,810,504
Value of interest in common/collective trusts at beginning of year2013-12-31$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 trusts2013-12-31$1,013,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$32,909,482
Assets. Invements in employer securities at beginning of year2013-12-31$31,864,085
Contributions received in cash from employer2013-12-31$6,205,400
Employer contributions (assets) at end of year2013-12-31$286,580
Employer contributions (assets) at beginning of year2013-12-31$238,001
Income. Dividends from common stock2013-12-31$1,509,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$29,345,689
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,759,331
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,579,932
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$15,169,199
Aggregate carrying amount (costs) on sale of assets2013-12-31$10,754,616
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-2,068,759
Total unrealized appreciation/depreciation of assets2012-12-31$-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 assets2012-12-31$35,487
Total of all expenses incurred2012-12-31$16,253,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$325,527,528
Value of total assets at beginning of year2012-12-31$293,030,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$227,356
Total interest from all sources2012-12-31$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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$24,284
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,909,357
Participant contributions at end of year2012-12-31$5,297,237
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$31,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$66,463
Liabilities. Value of operating payables at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$203,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$230,308,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$197,362,881
Interest on participant loans2012-12-31$226,758
Value of interest in common/collective trusts at end of year2012-12-31$56,207,454
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$1,359,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$31,864,085
Assets. Invements in employer securities at beginning of year2012-12-31$34,446,423
Contributions received in cash from employer2012-12-31$5,790,707
Employer contributions (assets) at end of year2012-12-31$238,001
Employer contributions (assets) at beginning of year2012-12-31$257,377
Income. Dividends from common stock2012-12-31$1,573,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,026,317
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,579,932
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,255,483
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$8,490,151
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,454,664
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$3,794,650
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$417,520
Total of all expenses incurred2011-12-31$18,860,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$293,030,259
Value of total assets at beginning of year2011-12-31$288,428,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$213,689
Total interest from all sources2011-12-31$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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$16,120
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,509,970
Participant contributions at end of year2011-12-31$4,805,493
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$8,605
Liabilities. Value of operating payables at end of year2011-12-31$35,917
Liabilities. Value of operating payables at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$197,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$197,362,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$199,743,831
Interest on participant loans2011-12-31$217,612
Value of interest in common/collective trusts at end of year2011-12-31$54,902,602
Value of interest in common/collective trusts at beginning of year2011-12-31$50,873,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,652,597
Net investment gain or loss from common/collective trusts2011-12-31$1,589,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$34,446,423
Assets. Invements in employer securities at beginning of year2011-12-31$31,811,177
Contributions received in cash from employer2011-12-31$5,491,401
Employer contributions (assets) at end of year2011-12-31$257,377
Employer contributions (assets) at beginning of year2011-12-31$217,634
Income. Dividends from common stock2011-12-31$1,503,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,646,923
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,255,483
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,518,486
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$10,295,785
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,878,265
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2011-12-31410746749
2010 : INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,456,560
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$30,264
Total of all expenses incurred2010-12-31$13,964,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$288,428,120
Value of total assets at beginning of year2010-12-31$258,295,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$223,484
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,822,483
Administrative expenses professional fees incurred2010-12-31$20,547
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,726,878
Participant contributions at end of year2010-12-31$4,254,718
Participant contributions at beginning of year2010-12-31$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 year2010-12-31$8,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14,988
Administrative expenses (other) incurred2010-12-31$11,203
Liabilities. Value of operating payables at end of year2010-12-31$12,746
Liabilities. Value of operating payables at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$191,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$199,743,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$174,952,135
Interest on participant loans2010-12-31$220,249
Value of interest in common/collective trusts at end of year2010-12-31$50,873,669
Value of interest in common/collective trusts at beginning of year2010-12-31$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 trusts2010-12-31$1,429,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$31,811,177
Assets. Invements in employer securities at beginning of year2010-12-31$31,594,341
Contributions received in cash from employer2010-12-31$4,748,487
Employer contributions (assets) at end of year2010-12-31$217,634
Employer contributions (assets) at beginning of year2010-12-31$192,735
Income. Dividends from preferred stock2010-12-31$35
Income. Dividends from common stock2010-12-31$1,431,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,740,842
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,518,486
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,574,653
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$7,923,027
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,892,763
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LARSONALLEN, LLP
Accountancy firm EIN2010-12-31410746749
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 securities2009-12-31$0

Form 5500 Responses for INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA

2022: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3