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LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameLIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT 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).
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

LIFEWORKS NW has sponsored the creation of one or more 401k plans.

Company Name:LIFEWORKS NW
Employer identification number (EIN):930502822
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about LIFEWORKS NW

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2061-03-13
Company Identification Number: 6621817
Legal Registered Office Address: 14600 NW CORNELL RD

PORTLAND
United States of America (USA)
97229

More information about LIFEWORKS NW

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01CONNIE DUNKLE-WEYRAUCH
0022015-07-01
0022014-07-01
0022013-07-01CONNIE DUNKLE-WEYRAUCH
0022012-07-01CONNIE DUNKLE-WEYRAUCH
0022011-07-01CONNIE DUNKLE-WEYRAUCH
0022009-07-01CONNIE DUNKLE-WEYRAUCH

Plan Statistics for LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01794
Total number of active participants reported on line 7a of the Form 55002022-07-01562
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01249
Total of all active and inactive participants2022-07-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01811
Number of participants with account balances2022-07-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,081
Total number of active participants reported on line 7a of the Form 55002021-07-01531
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01254
Total of all active and inactive participants2021-07-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01785
Number of participants with account balances2021-07-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0141
2020: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,051
Total number of active participants reported on line 7a of the Form 55002020-07-01645
Number of other retired or separated participants entitled to future benefits2020-07-01367
Total of all active and inactive participants2020-07-011,012
Total participants2020-07-011,012
Number of participants with account balances2020-07-011,012
2019: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,071
Total number of active participants reported on line 7a of the Form 55002019-07-01680
Number of other retired or separated participants entitled to future benefits2019-07-01371
Total of all active and inactive participants2019-07-011,051
Total participants2019-07-011,051
Number of participants with account balances2019-07-01938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0144
2018: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01976
Total number of active participants reported on line 7a of the Form 55002018-07-01819
Number of other retired or separated participants entitled to future benefits2018-07-01299
Total of all active and inactive participants2018-07-011,118
Total participants2018-07-011,118
Number of participants with account balances2018-07-01946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0117
2017: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01945
Total number of active participants reported on line 7a of the Form 55002017-07-01762
Number of retired or separated participants receiving benefits2017-07-0174
Number of other retired or separated participants entitled to future benefits2017-07-01235
Total of all active and inactive participants2017-07-011,071
Total participants2017-07-011,071
Number of participants with account balances2017-07-01849
2016: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01879
Total number of active participants reported on line 7a of the Form 55002016-07-01825
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01130
Total of all active and inactive participants2016-07-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01955
Number of participants with account balances2016-07-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0138
2015: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01867
Total number of active participants reported on line 7a of the Form 55002015-07-01685
Number of retired or separated participants receiving benefits2015-07-0120
Number of other retired or separated participants entitled to future benefits2015-07-01152
Total of all active and inactive participants2015-07-01857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01857
Number of participants with account balances2015-07-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0125
2014: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01798
Total number of active participants reported on line 7a of the Form 55002014-07-01661
Number of retired or separated participants receiving benefits2014-07-0122
Number of other retired or separated participants entitled to future benefits2014-07-01184
Total of all active and inactive participants2014-07-01867
Total participants2014-07-01867
Number of participants with account balances2014-07-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0138
2013: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01842
Total number of active participants reported on line 7a of the Form 55002013-07-01611
Number of retired or separated participants receiving benefits2013-07-0123
Number of other retired or separated participants entitled to future benefits2013-07-01164
Total of all active and inactive participants2013-07-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01798
Number of participants with account balances2013-07-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0140
2012: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01838
Total number of active participants reported on line 7a of the Form 55002012-07-01615
Number of retired or separated participants receiving benefits2012-07-0120
Number of other retired or separated participants entitled to future benefits2012-07-01207
Total of all active and inactive participants2012-07-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01842
Number of participants with account balances2012-07-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0142
2011: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01738
Total number of active participants reported on line 7a of the Form 55002011-07-01658
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01180
Total of all active and inactive participants2011-07-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01838
Number of participants with account balances2011-07-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0146
2009: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01731
Total number of active participants reported on line 7a of the Form 55002009-07-01582
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01113
Total of all active and inactive participants2009-07-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01695
Number of participants with account balances2009-07-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0122

Financial Data on LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$6,056,717
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,988,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,865,127
Value of total corrective distributions2023-06-30$11,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$3,639,641
Value of total assets at end of year2023-06-30$25,294,681
Value of total assets at beginning of year2023-06-30$21,226,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$111,273
Total interest from all sources2023-06-30$15,271
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$465,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$465,384
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$1,794,305
Participant contributions at end of year2023-06-30$121,555
Participant contributions at beginning of year2023-06-30$95,416
Participant contributions at beginning of year2023-06-30$562
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$552,853
Other income not declared elsewhere2023-06-30$14,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$4,068,660
Value of net assets at end of year (total assets less liabilities)2023-06-30$25,294,681
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$21,226,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$24,738,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$20,683,324
Interest on participant loans2023-06-30$6,541
Interest earned on other investments2023-06-30$8,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$434,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$446,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,922,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$1,292,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,865,127
Contract administrator fees2023-06-30$111,273
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2023-06-30930743240
2022 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-873,132
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$4,209,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,027,273
Expenses. Certain deemed distributions of participant loans2022-06-30$19,663
Value of total corrective distributions2022-06-30$31,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,592,041
Value of total assets at end of year2022-06-30$21,226,021
Value of total assets at beginning of year2022-06-30$26,308,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$131,740
Total interest from all sources2022-06-30$10,698
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$452,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$452,395
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,471,899
Participant contributions at end of year2022-06-30$95,416
Participant contributions at beginning of year2022-06-30$112,696
Participant contributions at end of year2022-06-30$562
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$177,921
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$669
Other income not declared elsewhere2022-06-30$5,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-5,082,928
Value of net assets at end of year (total assets less liabilities)2022-06-30$21,226,021
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$26,308,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$20,683,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$23,097,917
Interest on participant loans2022-06-30$7,176
Interest earned on other investments2022-06-30$3,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$446,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,098,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,933,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$942,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$4,026,604
Contract administrator fees2022-06-30$131,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2022-06-30930743240
2021 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$8,267,191
Total of all expenses incurred2021-06-30$2,281,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,112,830
Expenses. Certain deemed distributions of participant loans2021-06-30$22,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,301,253
Value of total assets at end of year2021-06-30$26,308,949
Value of total assets at beginning of year2021-06-30$20,323,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$146,403
Total interest from all sources2021-06-30$67,225
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$475,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$475,247
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,290,379
Participant contributions at end of year2021-06-30$112,696
Participant contributions at beginning of year2021-06-30$176,337
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$8,464
Other income not declared elsewhere2021-06-30$-24,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$5,985,561
Value of net assets at end of year (total assets less liabilities)2021-06-30$26,308,949
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$20,323,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$23,097,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$16,630,096
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$13
Interest on participant loans2021-06-30$10,920
Interest earned on other investments2021-06-30$56,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,098,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,516,942
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$246,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,447,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,002,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,866,801
Contract administrator fees2021-06-30$146,403
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2021-06-30930743240
2020 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$2,447,389
Total of all expenses incurred2020-06-30$1,167,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,013,674
Expenses. Certain deemed distributions of participant loans2020-06-30$-376
Value of total corrective distributions2020-06-30$26,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,099,771
Value of total assets at end of year2020-06-30$20,323,388
Value of total assets at beginning of year2020-06-30$19,043,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$126,968
Total interest from all sources2020-06-30$71,506
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$457,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$457,477
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,212,454
Participant contributions at end of year2020-06-30$176,337
Participant contributions at beginning of year2020-06-30$142,570
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$53,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,280,272
Value of net assets at end of year (total assets less liabilities)2020-06-30$20,323,388
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$19,043,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$16,630,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$16,240,162
Value of interest in pooled separate accounts at end of year2020-06-30$13
Value of interest in pooled separate accounts at beginning of year2020-06-30$24
Interest on participant loans2020-06-30$9,832
Interest earned on other investments2020-06-30$61,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,516,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,660,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-181,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$833,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,013,674
Contract administrator fees2020-06-30$126,968
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2020-06-30930743240
2019 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$3,257,432
Total of all expenses incurred2019-06-30$1,983,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,853,739
Expenses. Certain deemed distributions of participant loans2019-06-30$3,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,178,752
Value of total assets at end of year2019-06-30$19,043,116
Value of total assets at beginning of year2019-06-30$17,769,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$126,667
Total interest from all sources2019-06-30$58,660
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$533,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$533,750
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,278,957
Participant contributions at end of year2019-06-30$142,570
Participant contributions at beginning of year2019-06-30$106,324
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$44,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,273,565
Value of net assets at end of year (total assets less liabilities)2019-06-30$19,043,116
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$17,769,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$16,240,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$15,333,574
Value of interest in pooled separate accounts at end of year2019-06-30$24
Value of interest in pooled separate accounts at beginning of year2019-06-30$35
Interest on participant loans2019-06-30$5,924
Interest earned on other investments2019-06-30$52,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,660,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,329,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$486,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$854,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,853,739
Contract administrator fees2019-06-30$126,667
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2019-06-30930743240
2018 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$3,357,923
Total of all expenses incurred2018-06-30$2,342,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,186,944
Expenses. Certain deemed distributions of participant loans2018-06-30$-1,176
Value of total corrective distributions2018-06-30$32,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,953,289
Value of total assets at end of year2018-06-30$17,769,551
Value of total assets at beginning of year2018-06-30$16,754,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$124,661
Total interest from all sources2018-06-30$48,376
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$411,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$411,035
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,200,570
Participant contributions at end of year2018-06-30$106,324
Participant contributions at beginning of year2018-06-30$106,235
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$14,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$1,015,473
Value of net assets at end of year (total assets less liabilities)2018-06-30$17,769,551
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$16,754,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$15,333,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$14,450,634
Value of interest in pooled separate accounts at end of year2018-06-30$35
Value of interest in pooled separate accounts at beginning of year2018-06-30$42
Interest on participant loans2018-06-30$3,996
Interest earned on other investments2018-06-30$44,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,329,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,197,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$945,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$738,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,186,944
Contract administrator fees2018-06-30$124,661
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HOFFMAN, STEWART, & SCHMIDT, P.C
Accountancy firm EIN2018-06-30930743240
2017 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$71,807
Total income from all sources (including contributions)2017-06-30$3,531,493
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$689,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$599,155
Expenses. Certain deemed distributions of participant loans2017-06-30$6,044
Value of total corrective distributions2017-06-30$17,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,785,090
Value of total assets at end of year2017-06-30$16,754,078
Value of total assets at beginning of year2017-06-30$13,984,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$67,562
Total interest from all sources2017-06-30$56,903
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$314,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$314,598
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$990,112
Participant contributions at end of year2017-06-30$106,235
Participant contributions at beginning of year2017-06-30$58,785
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$109,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$71,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,841,565
Value of net assets at end of year (total assets less liabilities)2017-06-30$16,754,078
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$13,912,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$14,450,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$11,251,927
Value of interest in pooled separate accounts at end of year2017-06-30$42
Value of interest in pooled separate accounts at beginning of year2017-06-30$44
Interest on participant loans2017-06-30$2,952
Interest earned on other investments2017-06-30$53,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,197,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,636,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,374,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$685,361
Employer contributions (assets) at beginning of year2017-06-30$37,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$599,155
Contract administrator fees2017-06-30$67,562
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN2017-06-30930743240
2016 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets from this plan2016-06-30$6,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$71,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$87,894
Total income from all sources (including contributions)2016-06-30$1,209,250
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,026,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$985,436
Expenses. Certain deemed distributions of participant loans2016-06-30$14,675
Value of total corrective distributions2016-06-30$5,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,292,210
Value of total assets at end of year2016-06-30$13,984,320
Value of total assets at beginning of year2016-06-30$13,823,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$20,144
Total interest from all sources2016-06-30$78,182
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$716,309
Participant contributions at end of year2016-06-30$58,785
Participant contributions at beginning of year2016-06-30$73,979
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$19,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$71,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$87,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$183,152
Value of net assets at end of year (total assets less liabilities)2016-06-30$13,912,513
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$13,736,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$20,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$11,251,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$11,032,921
Value of interest in pooled separate accounts at end of year2016-06-30$44
Value of interest in pooled separate accounts at beginning of year2016-06-30$64
Interest on participant loans2016-06-30$1,770
Interest earned on other investments2016-06-30$76,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,636,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,618,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-161,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$555,949
Employer contributions (assets) at end of year2016-06-30$37,445
Employer contributions (assets) at beginning of year2016-06-30$28,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$985,436
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$69,865
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2016-06-30930743240
2015 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$87,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$57,572
Total income from all sources (including contributions)2015-06-30$1,632,382
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,557,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,510,292
Expenses. Certain deemed distributions of participant loans2015-06-30$16,447
Value of total corrective distributions2015-06-30$12,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,170,753
Value of total assets at end of year2015-06-30$13,823,941
Value of total assets at beginning of year2015-06-30$13,718,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$18,435
Total interest from all sources2015-06-30$78,771
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$609,466
Participant contributions at end of year2015-06-30$73,979
Participant contributions at beginning of year2015-06-30$115,210
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$46,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$87,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$57,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$75,017
Value of net assets at end of year (total assets less liabilities)2015-06-30$13,736,047
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$13,661,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$18,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$11,032,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$10,901,668
Value of interest in pooled separate accounts at end of year2015-06-30$64
Value of interest in pooled separate accounts at beginning of year2015-06-30$73
Interest on participant loans2015-06-30$3,005
Interest earned on other investments2015-06-30$75,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,618,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,666,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$382,866
Net investment gain/loss from pooled separate accounts2015-06-30$-8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$514,757
Employer contributions (assets) at end of year2015-06-30$28,564
Employer contributions (assets) at beginning of year2015-06-30$34,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,510,292
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$69,865
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2015-06-30930743240
2014 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$57,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$45,192
Total income from all sources (including contributions)2014-06-30$3,102,247
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$702,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$652,747
Expenses. Certain deemed distributions of participant loans2014-06-30$14,919
Value of total corrective distributions2014-06-30$15,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,201,653
Value of total assets at end of year2014-06-30$13,718,602
Value of total assets at beginning of year2014-06-30$11,306,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$18,604
Total interest from all sources2014-06-30$73,046
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$574,384
Participant contributions at end of year2014-06-30$115,210
Participant contributions at beginning of year2014-06-30$46,526
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$79
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$172,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$57,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$45,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,400,197
Value of net assets at end of year (total assets less liabilities)2014-06-30$13,661,030
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$11,260,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$18,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$10,901,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$8,935,452
Value of interest in pooled separate accounts at end of year2014-06-30$73
Value of interest in pooled separate accounts at beginning of year2014-06-30$71
Interest on participant loans2014-06-30$1,214
Interest earned on other investments2014-06-30$71,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,666,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,298,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,827,546
Net investment gain/loss from pooled separate accounts2014-06-30$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$454,559
Employer contributions (assets) at end of year2014-06-30$34,905
Employer contributions (assets) at beginning of year2014-06-30$25,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$652,747
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2014-06-30930743240
2013 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets from this plan2013-06-30$45,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$45,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,489,523
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$595,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$572,035
Value of total corrective distributions2013-06-30$11,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,181,051
Value of total assets at end of year2013-06-30$11,306,025
Value of total assets at beginning of year2013-06-30$9,412,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$12,447
Total interest from all sources2013-06-30$2,000
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$59,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$59,504
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$617,767
Participant contributions at end of year2013-06-30$46,526
Participant contributions at beginning of year2013-06-30$60,670
Participant contributions at end of year2013-06-30$79
Participant contributions at beginning of year2013-06-30$0
Assets. Other investments not covered elsewhere at end of year2013-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$100,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$45,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,893,750
Value of net assets at end of year (total assets less liabilities)2013-06-30$11,260,833
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$9,412,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$12,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$8,935,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,468,485
Value of interest in pooled separate accounts at end of year2013-06-30$71
Value of interest in pooled separate accounts at beginning of year2013-06-30$11,994
Interest on participant loans2013-06-30$2,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,298,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,849,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,245,231
Net investment gain/loss from pooled separate accounts2013-06-30$1,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$462,600
Employer contributions (assets) at end of year2013-06-30$25,557
Employer contributions (assets) at beginning of year2013-06-30$21,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$572,035
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2013-06-30930743240
2012 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,085,581
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$450,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$427,354
Expenses. Certain deemed distributions of participant loans2012-06-30$13,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,115,685
Value of total assets at end of year2012-06-30$9,412,275
Value of total assets at beginning of year2012-06-30$8,776,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$9,657
Total interest from all sources2012-06-30$55,001
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$607,854
Participant contributions at end of year2012-06-30$60,670
Participant contributions at beginning of year2012-06-30$69,508
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Assets. Other investments not covered elsewhere at end of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$11,864
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$41,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$635,492
Value of net assets at end of year (total assets less liabilities)2012-06-30$9,412,275
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$8,776,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$9,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$7,468,485
Value of interest in pooled separate accounts at end of year2012-06-30$11,994
Value of interest in pooled separate accounts at beginning of year2012-06-30$7,128,043
Interest on participant loans2012-06-30$1,233
Interest earned on other investments2012-06-30$53,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,849,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,539,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-85,234
Net investment gain/loss from pooled separate accounts2012-06-30$129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$465,990
Employer contributions (assets) at end of year2012-06-30$21,836
Employer contributions (assets) at beginning of year2012-06-30$28,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$427,354
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2012-06-30930743240
2011 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,686,333
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$437,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$428,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,083,987
Value of total assets at end of year2011-06-30$8,776,783
Value of total assets at beginning of year2011-06-30$6,527,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$9,442
Total interest from all sources2011-06-30$45,849
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$418,920
Participant contributions at end of year2011-06-30$69,508
Participant contributions at beginning of year2011-06-30$65,361
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$155
Assets. Other investments not covered elsewhere at end of year2011-06-30$11,864
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$9,024
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$154,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,248,856
Value of net assets at end of year (total assets less liabilities)2011-06-30$8,776,783
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,527,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$9,442
Value of interest in pooled separate accounts at end of year2011-06-30$7,128,043
Value of interest in pooled separate accounts at beginning of year2011-06-30$5,306,868
Interest on participant loans2011-06-30$4,382
Interest earned on other investments2011-06-30$41,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,539,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,115,678
Net investment gain/loss from pooled separate accounts2011-06-30$1,556,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$510,977
Employer contributions (assets) at end of year2011-06-30$28,033
Employer contributions (assets) at beginning of year2011-06-30$30,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$428,035
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2011-06-30930743240
2010 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN

2022: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered811
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 2
Insurance contract or identification number54762
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2021-09-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 2
Insurance contract or identification number54762
Number of Individuals Covered1001
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 1
Insurance contract or identification number54762
Number of Individuals Covered11
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 2
Insurance contract or identification number54762
Number of Individuals Covered939
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 1
Insurance contract or identification number54762
Number of Individuals Covered14
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 2
Insurance contract or identification number54762
Number of Individuals Covered946
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 1
Insurance contract or identification number54762
Number of Individuals Covered16
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 1
Insurance contract or identification number54762
Number of Individuals Covered25
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 2
Insurance contract or identification number54762
Number of Individuals Covered818
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number66869
Policy instance 2
Insurance contract or identification number66869
Number of Individuals Covered1
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 1
Insurance contract or identification number54762
Number of Individuals Covered482
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $21,484
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,098
Insurance broker organization code?3
Insurance broker nameWENDY WELLS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number66869
Policy instance 2
Insurance contract or identification number66869
Number of Individuals Covered1
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 1
Insurance contract or identification number54762
Number of Individuals Covered530
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $16,367
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,953
Insurance broker organization code?3
Insurance broker nameUNASSIGNED
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 1
Insurance contract or identification number54762
Number of Individuals Covered494
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $14,488
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,628
Insurance broker organization code?3
Insurance broker nameALEX B SHOKRIAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 1
Insurance contract or identification number54762
Number of Individuals Covered551
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $19,222
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,887
Insurance broker organization code?3
Insurance broker nameBRIAN A WATTS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 1
Insurance contract or identification number54762
Number of Individuals Covered532
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $23,939
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54762
Policy instance 1
Insurance contract or identification number54762
Number of Individuals Covered512
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $16,632
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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