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BMW NORTHWEST 401(K) PLAN 401k Plan overview

Plan NameBMW NORTHWEST 401(K) PLAN
Plan identification number 001

BMW NORTHWEST 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHARMACH ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHARMACH ENTERPRISES, INC.
Employer identification number (EIN):910956779
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about SCHARMACH ENTERPRISES, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1976-02-02
Company Identification Number: 600186458
Legal Registered Office Address: 4011 20TH ST E

TACOMA
United States of America (USA)
984240000

More information about SCHARMACH ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BMW NORTHWEST 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MELISSA HUDSON2023-10-02
0012021-01-01MELISSA HUDSON2022-09-30
0012020-01-01MELISSA HUDSON2021-09-15 MELISSA HUDSON2021-09-15
0012019-01-01ROBIN GOWIN2020-09-11 ROBIN GOWIN2020-09-11
0012018-01-01ROBIN GOWIN2019-08-08 ROBIN GOWIN2019-08-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBIN GOWIN ROBIN GOWIN2013-09-16
0012011-01-01ROBIN GOWIN ROBIN GOWIN2012-10-11
0012010-01-01ROBIN GOWIN2011-05-23 ROBIN GOWIN2011-05-23

Plan Statistics for BMW NORTHWEST 401(K) PLAN

401k plan membership statisitcs for BMW NORTHWEST 401(K) PLAN

Measure Date Value
2022: BMW NORTHWEST 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01216
Total number of active participants reported on line 7a of the Form 55002022-01-01160
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01220
Number of participants with account balances2022-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: BMW NORTHWEST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01222
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01218
Number of participants with account balances2021-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: BMW NORTHWEST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01236
Total number of active participants reported on line 7a of the Form 55002020-01-01183
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01220
Number of participants with account balances2020-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: BMW NORTHWEST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01251
Total number of active participants reported on line 7a of the Form 55002019-01-01200
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01225
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: BMW NORTHWEST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01245
Total number of active participants reported on line 7a of the Form 55002018-01-01187
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01255
Number of participants with account balances2018-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: BMW NORTHWEST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01222
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01243
Number of participants with account balances2017-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: BMW NORTHWEST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-01164
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01203
Number of participants with account balances2016-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: BMW NORTHWEST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01170
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01194
Number of participants with account balances2015-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: BMW NORTHWEST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01150
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01168
Number of participants with account balances2014-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: BMW NORTHWEST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01155
Total number of active participants reported on line 7a of the Form 55002013-01-01134
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01148
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: BMW NORTHWEST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01150
Number of participants with account balances2012-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: BMW NORTHWEST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01136
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01141
Number of participants with account balances2011-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on BMW NORTHWEST 401(K) PLAN

Measure Date Value
2022 : BMW NORTHWEST 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,202,907
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,792,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,753,999
Expenses. Certain deemed distributions of participant loans2022-12-31$8,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$874,244
Value of total assets at end of year2022-12-31$9,572,795
Value of total assets at beginning of year2022-12-31$12,567,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,381
Total interest from all sources2022-12-31$13,817
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$551,669
Participant contributions at end of year2022-12-31$280,881
Participant contributions at beginning of year2022-12-31$315,731
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,995,186
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,572,795
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,567,981
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
Value of interest in pooled separate accounts at end of year2022-12-31$8,971,045
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,945,569
Interest on participant loans2022-12-31$13,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,090,968
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
Contributions received in cash from employer2022-12-31$318,850
Employer contributions (assets) at end of year2022-12-31$320,869
Employer contributions (assets) at beginning of year2022-12-31$306,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,753,999
Contract administrator fees2022-12-31$29,381
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2022-12-31272881734
2021 : BMW NORTHWEST 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$2,318,793
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$812,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$781,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$832,109
Value of total assets at end of year2021-12-31$12,567,981
Value of total assets at beginning of year2021-12-31$11,061,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,402
Total interest from all sources2021-12-31$17,722
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$512,794
Participant contributions at end of year2021-12-31$315,731
Participant contributions at beginning of year2021-12-31$412,649
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$31,402
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$1,506,225
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,567,981
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,061,756
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
Value of interest in pooled separate accounts at end of year2021-12-31$11,945,569
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,385,180
Interest on participant loans2021-12-31$17,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,468,962
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
Contributions received in cash from employer2021-12-31$309,800
Employer contributions (assets) at end of year2021-12-31$306,681
Employer contributions (assets) at beginning of year2021-12-31$263,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$781,166
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2021-12-31272881734
2020 : BMW NORTHWEST 401(K) PLAN 2020 401k financial data
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$2,294,577
Total of all expenses incurred2020-12-31$1,384,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,362,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$895,101
Value of total assets at end of year2020-12-31$11,061,756
Value of total assets at beginning of year2020-12-31$10,151,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,002
Total interest from all sources2020-12-31$18,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$474,053
Participant contributions at end of year2020-12-31$412,649
Participant contributions at beginning of year2020-12-31$259,895
Participant contributions at end of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$154,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$26,370
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$910,232
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,061,756
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,151,524
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$17,252
Value of interest in pooled separate accounts at end of year2020-12-31$10,385,180
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,578,082
Interest on participant loans2020-12-31$18,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,381,252
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
Contributions received in cash from employer2020-12-31$267,046
Employer contributions (assets) at end of year2020-12-31$263,927
Employer contributions (assets) at beginning of year2020-12-31$287,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,362,343
Contract administrator fees2020-12-31$4,750
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2020-12-31272881734
2019 : BMW NORTHWEST 401(K) PLAN 2019 401k financial data
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$36,443
Total income from all sources (including contributions)2019-12-31$2,626,138
Total of all expenses incurred2019-12-31$246,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$212,223
Value of total corrective distributions2019-12-31$1,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$840,312
Value of total assets at end of year2019-12-31$10,151,524
Value of total assets at beginning of year2019-12-31$7,808,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,990
Total interest from all sources2019-12-31$14,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$538,455
Participant contributions at end of year2019-12-31$259,895
Participant contributions at beginning of year2019-12-31$241,723
Participant contributions at beginning of year2019-12-31$81
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$36,443
Administrative expenses (other) incurred2019-12-31$9,713
Total non interest bearing cash at end of year2019-12-31$26,370
Total non interest bearing cash at beginning of year2019-12-31$10,313
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$2,379,579
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,151,524
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,771,945
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,277
Value of interest in pooled separate accounts at end of year2019-12-31$9,578,082
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,399,233
Interest on participant loans2019-12-31$14,419
Net investment gain/loss from pooled separate accounts2019-12-31$1,771,407
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$287,023
Employer contributions (assets) at end of year2019-12-31$287,177
Employer contributions (assets) at beginning of year2019-12-31$157,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$212,223
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2019-12-31272881734
2018 : BMW NORTHWEST 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$36,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$38,552
Total income from all sources (including contributions)2018-12-31$231,368
Total of all expenses incurred2018-12-31$517,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$492,000
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$745,866
Value of total assets at end of year2018-12-31$7,808,388
Value of total assets at beginning of year2018-12-31$8,096,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,338
Total interest from all sources2018-12-31$11,777
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$444,654
Participant contributions at end of year2018-12-31$241,723
Participant contributions at beginning of year2018-12-31$255,143
Participant contributions at end of year2018-12-31$81
Participant contributions at beginning of year2018-12-31$14
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$150,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$36,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$38,552
Administrative expenses (other) incurred2018-12-31$4,500
Total non interest bearing cash at end of year2018-12-31$10,313
Total non interest bearing cash at beginning of year2018-12-31$2,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-285,970
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,771,945
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,057,915
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$20,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$7,399,233
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,551,976
Interest on participant loans2018-12-31$11,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-526,275
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
Contributions received in cash from employer2018-12-31$151,178
Employer contributions (assets) at end of year2018-12-31$157,038
Employer contributions (assets) at beginning of year2018-12-31$287,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$492,000
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2018-12-31272881734
2017 : BMW NORTHWEST 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$38,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$47,327
Total income from all sources (including contributions)2017-12-31$1,786,410
Total of all expenses incurred2017-12-31$433,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$378,789
Value of total corrective distributions2017-12-31$38,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$691,999
Value of total assets at end of year2017-12-31$8,096,467
Value of total assets at beginning of year2017-12-31$6,752,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,646
Total interest from all sources2017-12-31$11,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$404,698
Participant contributions at end of year2017-12-31$255,143
Participant contributions at beginning of year2017-12-31$215,408
Participant contributions at end of year2017-12-31$14
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$38,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$47,327
Administrative expenses (other) incurred2017-12-31$3,125
Total non interest bearing cash at end of year2017-12-31$2,033
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$1,352,423
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,057,915
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,705,492
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$13,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,389,411
Value of interest in pooled separate accounts at end of year2017-12-31$7,551,976
Interest on participant loans2017-12-31$11,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,082,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$287,301
Employer contributions (assets) at end of year2017-12-31$287,301
Employer contributions (assets) at beginning of year2017-12-31$148,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$378,789
Contract administrator fees2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2017-12-31272881734
2016 : BMW NORTHWEST 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$47,327
Total income from all sources (including contributions)2016-12-31$1,091,777
Total of all expenses incurred2016-12-31$147,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$99,313
Value of total corrective distributions2016-12-31$21,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$553,890
Value of total assets at end of year2016-12-31$6,752,819
Value of total assets at beginning of year2016-12-31$5,761,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,706
Total interest from all sources2016-12-31$6,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$393,687
Participant contributions at end of year2016-12-31$215,408
Participant contributions at beginning of year2016-12-31$153,010
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$47,327
Administrative expenses (other) incurred2016-12-31$3,625
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$944,320
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,705,492
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,761,172
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$23,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,389,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,474,802
Interest on participant loans2016-12-31$6,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$531,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$148,000
Employer contributions (assets) at end of year2016-12-31$148,000
Employer contributions (assets) at beginning of year2016-12-31$129,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$99,313
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2016-12-31272881734
2015 : BMW NORTHWEST 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$358,756
Total of all expenses incurred2015-12-31$244,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$199,164
Value of total corrective distributions2015-12-31$21,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$518,383
Value of total assets at end of year2015-12-31$5,761,172
Value of total assets at beginning of year2015-12-31$5,646,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,920
Total interest from all sources2015-12-31$10,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$388,799
Participant contributions at end of year2015-12-31$153,010
Participant contributions at beginning of year2015-12-31$238,166
Administrative expenses (other) incurred2015-12-31$1,250
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$114,368
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,761,172
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,646,804
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$22,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,474,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,300,613
Interest on participant loans2015-12-31$10,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-169,718
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
Contributions received in cash from employer2015-12-31$129,584
Employer contributions (assets) at end of year2015-12-31$129,584
Employer contributions (assets) at beginning of year2015-12-31$96,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$199,164
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2015-12-31272881734
2014 : BMW NORTHWEST 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,896
Total income from all sources (including contributions)2014-12-31$678,715
Total of all expenses incurred2014-12-31$101,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$78,786
Value of total corrective distributions2014-12-31$10
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$453,517
Value of total assets at end of year2014-12-31$5,646,804
Value of total assets at beginning of year2014-12-31$5,089,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,031
Total interest from all sources2014-12-31$9,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$350,499
Participant contributions at end of year2014-12-31$238,166
Participant contributions at beginning of year2014-12-31$267,997
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,487
Administrative expenses (other) incurred2014-12-31$2,000
Liabilities. Value of operating payables at beginning of year2014-12-31$19,896
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$576,888
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,646,804
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,069,916
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,300,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,711,035
Interest on participant loans2014-12-31$9,195
Income. Interest from loans (other than to participants)2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$216,003
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
Contributions received in cash from employer2014-12-31$96,531
Employer contributions (assets) at end of year2014-12-31$96,531
Employer contributions (assets) at beginning of year2014-12-31$101,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$78,786
Contract administrator fees2014-12-31$21,031
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2014-12-31272881734
2013 : BMW NORTHWEST 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,896
Total income from all sources (including contributions)2013-12-31$1,152,006
Total of all expenses incurred2013-12-31$139,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$116,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$484,093
Value of total assets at end of year2013-12-31$5,089,812
Value of total assets at beginning of year2013-12-31$4,057,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,030
Total interest from all sources2013-12-31$9,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$294,616
Participant contributions at end of year2013-12-31$267,997
Participant contributions at beginning of year2013-12-31$169,302
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$88,368
Liabilities. Value of operating payables at end of year2013-12-31$19,896
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$1,012,405
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,069,916
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,057,511
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$20,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,711,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,783,485
Interest on participant loans2013-12-31$9,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$658,406
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
Contributions received in cash from employer2013-12-31$101,109
Employer contributions (assets) at end of year2013-12-31$101,125
Employer contributions (assets) at beginning of year2013-12-31$98,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$116,571
Contract administrator fees2013-12-31$2,210
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2013-12-31272881734
2012 : BMW NORTHWEST 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$813,859
Total of all expenses incurred2012-12-31$81,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$57,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$371,247
Value of total assets at end of year2012-12-31$4,057,511
Value of total assets at beginning of year2012-12-31$3,324,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,625
Total interest from all sources2012-12-31$7,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
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$265,236
Participant contributions at end of year2012-12-31$169,302
Participant contributions at beginning of year2012-12-31$168,640
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,548
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$732,787
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,057,511
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,324,724
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$17,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,783,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,043,094
Interest on participant loans2012-12-31$7,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$435,345
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
Contributions received in cash from employer2012-12-31$88,463
Employer contributions (assets) at end of year2012-12-31$98,463
Employer contributions (assets) at beginning of year2012-12-31$95,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$57,447
Contract administrator fees2012-12-31$6,192
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2012-12-31272881734
2011 : BMW NORTHWEST 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$194,243
Total of all expenses incurred2011-12-31$79,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$62,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$349,649
Value of total assets at end of year2011-12-31$3,324,724
Value of total assets at beginning of year2011-12-31$3,210,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,889
Total interest from all sources2011-12-31$7,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$229,446
Participant contributions at end of year2011-12-31$168,640
Participant contributions at beginning of year2011-12-31$141,140
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,287
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$114,517
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,324,724
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,210,207
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$15,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,043,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,984,132
Interest on participant loans2011-12-31$7,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$14,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$14,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-162,725
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
Contributions received in cash from employer2011-12-31$95,916
Employer contributions (assets) at end of year2011-12-31$95,916
Employer contributions (assets) at beginning of year2011-12-31$70,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$62,837
Contract administrator fees2011-12-31$1,425
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2011-12-31272881734

Form 5500 Responses for BMW NORTHWEST 401(K) PLAN

2022: BMW NORTHWEST 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BMW NORTHWEST 401(K) PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BMW NORTHWEST 401(K) PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BMW NORTHWEST 401(K) PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BMW NORTHWEST 401(K) PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BMW NORTHWEST 401(K) PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BMW NORTHWEST 401(K) PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BMW NORTHWEST 401(K) PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BMW NORTHWEST 401(K) PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BMW NORTHWEST 401(K) PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BMW NORTHWEST 401(K) PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BMW NORTHWEST 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58420
Policy instance 1
Insurance contract or identification number58420
Number of Individuals Covered160
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $26,786
Total amount of fees paid to insurance companyUSD $7,987
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,786
Insurance broker organization code?3
Amount paid for insurance broker fees7987
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION/ALLOWANCE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58420
Policy instance 1
Insurance contract or identification number58420
Number of Individuals Covered161
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $29,045
Total amount of fees paid to insurance companyUSD $7,089
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,045
Insurance broker organization code?3
Amount paid for insurance broker fees7089
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION/ALLOWANCE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58420
Policy instance 1
Insurance contract or identification number58420
Number of Individuals Covered154
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $23,541
Total amount of fees paid to insurance companyUSD $9,463
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $23,541
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees9463
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58420
Policy instance 1
Insurance contract or identification number58420
Number of Individuals Covered185
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,984
Total amount of fees paid to insurance companyUSD $14,136
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,984
Insurance broker organization code?3
Amount paid for insurance broker fees14136
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION/ALLOWANCE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58420
Policy instance 1
Insurance contract or identification number58420
Number of Individuals Covered239
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,094
Total amount of fees paid to insurance companyUSD $6,747
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,692
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees6747
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58420
Policy instance 1
Insurance contract or identification number58420
Number of Individuals Covered92
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $21,866
Total amount of fees paid to insurance companyUSD $1,250
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,866
Insurance broker organization code?3
Amount paid for insurance broker fees1250
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNICHOLAS, HICKS & FARMER, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58420
Policy instance 1
Insurance contract or identification number58420
Number of Individuals Covered90
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,981
Total amount of fees paid to insurance companyUSD $4,632
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,981
Insurance broker organization code?3
Amount paid for insurance broker fees4632
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION SERVICES
Insurance broker nameNICHOLAS, HICKS & FARMER, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58420
Policy instance 1
Insurance contract or identification number58420
Number of Individuals Covered90
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,894
Total amount of fees paid to insurance companyUSD $4,436
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $16,894
Insurance broker organization code?3
Amount paid for insurance broker fees4436
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
Insurance broker nameNICHOLAS, HICKS & FARMER, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58420
Policy instance 1
Insurance contract or identification number58420
Number of Individuals Covered86
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,741
Total amount of fees paid to insurance companyUSD $3,234
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $13,741
Insurance broker organization code?3
Amount paid for insurance broker fees3234
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEES
Insurance broker nameNICHOLAS, HICKS & FARMER, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58420
Policy instance 1
Insurance contract or identification number58420
Number of Individuals Covered83
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,356
Total amount of fees paid to insurance companyUSD $1,440
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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