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NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 401k Plan overview

Plan NameNEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN
Plan identification number 001

NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.

401k Sponsoring company profile

NEW DIRECTIONS NORTHWEST, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEW DIRECTIONS NORTHWEST, INC.
Employer identification number (EIN):930569254
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about NEW DIRECTIONS NORTHWEST, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2067-05-15
Company Identification Number: 8066011
Legal Registered Office Address: 2100 MAIN ST

BAKER CITY
United States of America (USA)
97814

More information about NEW DIRECTIONS NORTHWEST, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01LISA PROWELL2024-04-15
0012021-07-01ELIZABETH CUSTER2023-04-12
0012020-07-01SHARI SELANDER2022-04-13
0012019-07-01KOBY MYER2021-04-14
0012018-07-01KOBY MYER2020-07-15
0012017-07-01
0012017-07-01
0012016-07-01KAREN HENDRICKS
0012016-07-01
0012015-07-01KOBY MYER
0012015-07-01KOBY MYER
0012014-07-01DONNA BUNCH
0012014-07-01DONNA BUNCH
0012013-07-01SHARI SELANDER
0012012-07-01SHARI SELANDER
0012011-07-01SHARI SELANDER
0012010-07-01SHARI SELANDER
0012009-07-01SHARI SELANDER
0012009-07-01SHARI SELANDER
0012008-07-01BART MURRAY BART MURRAY2010-04-12

Plan Statistics for NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN

401k plan membership statisitcs for NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN

Measure Date Value
2022: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01268
Total number of active participants reported on line 7a of the Form 55002022-07-01262
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01118
Total of all active and inactive participants2022-07-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01380
Number of participants with account balances2022-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01251
Total number of active participants reported on line 7a of the Form 55002021-07-01181
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0187
Total of all active and inactive participants2021-07-01268
Total participants2021-07-01268
Number of participants with account balances2021-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01180
Total number of active participants reported on line 7a of the Form 55002020-07-01179
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0116
Total of all active and inactive participants2020-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01195
Number of participants with account balances2020-07-01186
2019: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01202
Total number of active participants reported on line 7a of the Form 55002019-07-01149
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0131
Total of all active and inactive participants2019-07-01180
Total participants2019-07-01180
Number of participants with account balances2019-07-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01185
Total number of active participants reported on line 7a of the Form 55002018-07-01114
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0188
Total of all active and inactive participants2018-07-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01202
Number of participants with account balances2018-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01169
Total number of active participants reported on line 7a of the Form 55002017-07-01127
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0158
Total of all active and inactive participants2017-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01185
Number of participants with account balances2017-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0112
2016: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01164
Total number of active participants reported on line 7a of the Form 55002016-07-01120
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0149
Total of all active and inactive participants2016-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01169
Number of participants with account balances2016-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0110
2015: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01152
Total number of active participants reported on line 7a of the Form 55002015-07-01126
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0138
Total of all active and inactive participants2015-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01164
Number of participants with account balances2015-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01128
Total number of active participants reported on line 7a of the Form 55002014-07-01111
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0140
Total of all active and inactive participants2014-07-01151
Total participants2014-07-01151
Number of participants with account balances2014-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01153
Total number of active participants reported on line 7a of the Form 55002013-07-0193
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0135
Total of all active and inactive participants2013-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01128
Number of participants with account balances2013-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01145
Total number of active participants reported on line 7a of the Form 55002012-07-0195
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0158
Total of all active and inactive participants2012-07-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01153
Number of participants with account balances2012-07-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
2011: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01153
Total number of active participants reported on line 7a of the Form 55002011-07-0190
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0154
Total of all active and inactive participants2011-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01144
Number of participants with account balances2011-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01172
Total number of active participants reported on line 7a of the Form 55002010-07-0198
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0155
Total of all active and inactive participants2010-07-01153
Total participants2010-07-01153
Number of participants with account balances2010-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-014
2009: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01158
Total number of active participants reported on line 7a of the Form 55002009-07-01105
Number of retired or separated participants receiving benefits2009-07-017
Number of other retired or separated participants entitled to future benefits2009-07-0160
Total of all active and inactive participants2009-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01172
Number of participants with account balances2009-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN

Measure Date Value
2022 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING 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$71,712
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$306,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$304,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$514,623
Value of total assets at end of year2022-06-30$2,693,920
Value of total assets at beginning of year2022-06-30$2,928,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,060
Total interest from all sources2022-06-30$3,773
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$125,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$140,336
Participant contributions at end of year2022-06-30$36,754
Participant contributions at beginning of year2022-06-30$7,329
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$34,959
Other income not declared elsewhere2022-06-30$169,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-234,748
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,693,920
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,928,668
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$2,657,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,921,339
Interest on participant loans2022-06-30$3,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-616,169
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 contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$339,328
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$304,400
Contract administrator fees2022-06-30$2,060
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 plan2022-06-30Disclaimer
Accountancy firm name2022-06-30POULSEN VAN LEUVEN CATMULL
Accountancy firm EIN2022-06-30820410821
2021 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,221,350
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$553,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$551,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$500,243
Value of total assets at end of year2021-06-30$2,928,668
Value of total assets at beginning of year2021-06-30$2,260,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,240
Total interest from all sources2021-06-30$2,089
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$125,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$136,866
Participant contributions at end of year2021-06-30$7,329
Participant contributions at beginning of year2021-06-30$33,530
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$3,441
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$26,928
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$667,784
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,928,668
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,260,884
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$2,921,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,223,386
Interest on participant loans2021-06-30$2,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$719,018
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 contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$336,449
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$551,326
Contract administrator fees2021-06-30$2,240
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 plan2021-06-30Disclaimer
Accountancy firm name2021-06-30POULSEN VAN LEUVEN CATMULL
Accountancy firm EIN2021-06-30820410821
2020 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$382,232
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$193,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$187,107
Expenses. Certain deemed distributions of participant loans2020-06-30$4,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$454,407
Value of total assets at end of year2020-06-30$2,260,884
Value of total assets at beginning of year2020-06-30$2,072,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,021
Total interest from all sources2020-06-30$988
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$125,000
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$93,518
Participant contributions at end of year2020-06-30$33,530
Participant contributions at beginning of year2020-06-30$28,598
Participant contributions at end of year2020-06-30$3,441
Participant contributions at beginning of year2020-06-30$2,542
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$17,870
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$188,511
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,260,884
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,072,373
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$2,223,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,028,599
Interest on participant loans2020-06-30$988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-73,163
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$343,019
Employer contributions (assets) at end of year2020-06-30$527
Employer contributions (assets) at beginning of year2020-06-30$12,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$187,107
Contract administrator fees2020-06-30$2,021
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 name2020-06-30POULSEN VAN LEUVEN CATMULL
Accountancy firm EIN2020-06-30820410821
2019 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$451,703
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$195,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$192,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$359,396
Value of total assets at end of year2019-06-30$2,072,373
Value of total assets at beginning of year2019-06-30$1,816,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,713
Total interest from all sources2019-06-30$724
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$125,000
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$71,880
Participant contributions at end of year2019-06-30$28,598
Participant contributions at beginning of year2019-06-30$25,268
Participant contributions at end of year2019-06-30$2,542
Participant contributions at beginning of year2019-06-30$4,729
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$12,401
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$256,059
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,072,373
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,816,314
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$2,028,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,763,076
Interest on participant loans2019-06-30$724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$91,583
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$275,115
Employer contributions (assets) at end of year2019-06-30$12,634
Employer contributions (assets) at beginning of year2019-06-30$23,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$192,931
Contract administrator fees2019-06-30$2,713
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 name2019-06-30POULSEN VAN LEUVEN CATMULL
Accountancy firm EIN2019-06-30820410821
2018 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$484,263
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$224,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$222,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$345,358
Value of total assets at end of year2018-06-30$1,816,314
Value of total assets at beginning of year2018-06-30$1,556,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,209
Total interest from all sources2018-06-30$1,006
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$144,821
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$144,821
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$55,944
Participant contributions at end of year2018-06-30$25,268
Participant contributions at beginning of year2018-06-30$25,121
Participant contributions at end of year2018-06-30$4,729
Participant contributions at beginning of year2018-06-30$2,001
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
Value of net income/loss2018-06-30$259,338
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,816,314
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,556,976
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$1,763,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,519,825
Interest on participant loans2018-06-30$1,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-6,922
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 contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$289,414
Employer contributions (assets) at end of year2018-06-30$23,241
Employer contributions (assets) at beginning of year2018-06-30$10,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$222,716
Contract administrator fees2018-06-30$2,209
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)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30NICHOLS & MITCHELL, CPAS,PC
Accountancy firm EIN2018-06-30931047902
2017 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING 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$5,394
Total income from all sources (including contributions)2017-06-30$515,788
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$371,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$369,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$324,788
Value of total assets at end of year2017-06-30$1,559,133
Value of total assets at beginning of year2017-06-30$1,420,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,372
Total interest from all sources2017-06-30$1,132
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$91,119
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$91,119
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,500,000
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$54,571
Participant contributions at end of year2017-06-30$25,121
Participant contributions at beginning of year2017-06-30$28,326
Participant contributions at end of year2017-06-30$2,001
Participant contributions at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$5,394
Other income not declared elsewhere2017-06-30$25
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$143,962
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,559,133
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,415,171
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$1,519,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,374,964
Interest on participant loans2017-06-30$1,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$98,749
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 contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$270,217
Employer contributions (assets) at end of year2017-06-30$12,186
Employer contributions (assets) at beginning of year2017-06-30$17,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$369,454
Contract administrator fees2017-06-30$2,372
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)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30NICHOLS & MITCHELL, CPAS, PC
Accountancy firm EIN2017-06-30931047902
2016 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$5,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,250
Total income from all sources (including contributions)2016-06-30$284,521
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$115,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$105,867
Expenses. Certain deemed distributions of participant loans2016-06-30$8,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$288,214
Value of total assets at end of year2016-06-30$1,420,565
Value of total assets at beginning of year2016-06-30$1,248,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,875
Total interest from all sources2016-06-30$1,385
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$102,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$102,143
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,500,000
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$49,007
Participant contributions at end of year2016-06-30$28,326
Participant contributions at beginning of year2016-06-30$9,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$5,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$2,250
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$168,696
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,415,171
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,246,475
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,374,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,224,560
Interest on participant loans2016-06-30$1,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-107,221
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 contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$239,207
Employer contributions (assets) at end of year2016-06-30$17,275
Employer contributions (assets) at beginning of year2016-06-30$14,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$105,867
Contract administrator fees2016-06-30$1,875
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)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30NICHOLS & MITCHELL, CPAS,PC
Accountancy firm EIN2016-06-30931047902
2015 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING 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$2,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$282,569
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$254,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$238,504
Expenses. Certain deemed distributions of participant loans2015-06-30$14,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$244,385
Value of total assets at end of year2015-06-30$1,248,725
Value of total assets at beginning of year2015-06-30$1,218,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,565
Total interest from all sources2015-06-30$922
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$79,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$79,287
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,500,000
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$49,429
Participant contributions at end of year2015-06-30$9,640
Participant contributions at beginning of year2015-06-30$27,920
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$3,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$2,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$28,381
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,246,475
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,218,094
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,224,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,173,275
Interest on participant loans2015-06-30$922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-42,025
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$191,683
Employer contributions (assets) at end of year2015-06-30$14,525
Employer contributions (assets) at beginning of year2015-06-30$16,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$238,504
Contract administrator fees2015-06-30$1,565
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)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30NICHOLS & MITCHELL, CPAS,PC
Accountancy firm EIN2015-06-30931047902
2014 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$355,165
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$253,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$249,526
Expenses. Certain deemed distributions of participant loans2014-06-30$2,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$191,853
Value of total assets at end of year2014-06-30$1,218,094
Value of total assets at beginning of year2014-06-30$1,116,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,449
Total interest from all sources2014-06-30$800
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$56,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$56,939
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$125,000
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$42,385
Participant contributions at end of year2014-06-30$27,920
Participant contributions at beginning of year2014-06-30$27,830
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$991
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$7,552
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$909
Other income not declared elsewhere2014-06-30$-1,140
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$101,723
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,218,094
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,116,371
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,173,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,084,142
Interest on participant loans2014-06-30$800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$106,713
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 contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$141,916
Employer contributions (assets) at end of year2014-06-30$16,899
Employer contributions (assets) at beginning of year2014-06-30$2,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$249,526
Contract administrator fees2014-06-30$1,449
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)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30NICHOLS & MITCHELL, CPAS,PC
Accountancy firm EIN2014-06-30931047902
2013 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
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$314,972
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$240,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$238,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$171,602
Value of total assets at end of year2013-06-30$1,116,371
Value of total assets at beginning of year2013-06-30$1,041,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,615
Total interest from all sources2013-06-30$945
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$29,942
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$29,942
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$125,000
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$28,716
Participant contributions at end of year2013-06-30$27,830
Participant contributions at beginning of year2013-06-30$28,126
Participant contributions at end of year2013-06-30$991
Participant contributions at beginning of year2013-06-30$3,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$54
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$74,380
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,116,371
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,041,991
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,084,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$994,397
Interest on participant loans2013-06-30$945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$112,429
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$142,886
Employer contributions (assets) at end of year2013-06-30$2,499
Employer contributions (assets) at beginning of year2013-06-30$16,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$238,977
Contract administrator fees2013-06-30$1,615
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)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30NICHOLS & MITCHELL
Accountancy firm EIN2013-06-30931047902
2012 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING 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$140,473
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$328,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$323,541
Expenses. Certain deemed distributions of participant loans2012-06-30$3,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$178,393
Value of total assets at end of year2012-06-30$1,041,991
Value of total assets at beginning of year2012-06-30$1,230,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,652
Total interest from all sources2012-06-30$940
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$23,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$23,864
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,500,000
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$31,718
Participant contributions at end of year2012-06-30$28,126
Participant contributions at beginning of year2012-06-30$19,079
Participant contributions at end of year2012-06-30$3,141
Participant contributions at beginning of year2012-06-30$2,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$-99
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$-188,460
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,041,991
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,230,451
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$994,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,194,815
Interest on participant loans2012-06-30$940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-62,625
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 contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$146,675
Employer contributions (assets) at end of year2012-06-30$16,327
Employer contributions (assets) at beginning of year2012-06-30$13,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$323,541
Contract administrator fees2012-06-30$1,652
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)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30GUYER & ASSOCIATES, CPAS, P.C.
Accountancy firm EIN2012-06-30930666756
2011 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING 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$467,301
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$221,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$220,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$210,269
Value of total assets at end of year2011-06-30$1,230,451
Value of total assets at beginning of year2011-06-30$984,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,450
Total interest from all sources2011-06-30$480
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$18,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$18,007
Administrative expenses professional fees incurred2011-06-30$1,450
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$125,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$53,488
Participant contributions at end of year2011-06-30$19,079
Participant contributions at beginning of year2011-06-30$11,212
Participant contributions at end of year2011-06-30$2,785
Participant contributions at beginning of year2011-06-30$5,629
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$107
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$245,632
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,230,451
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$984,819
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,194,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$954,144
Interest on participant loans2011-06-30$480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$238,438
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$156,227
Employer contributions (assets) at end of year2011-06-30$13,772
Employer contributions (assets) at beginning of year2011-06-30$13,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$220,219
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)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30GUYER & ASSOCIATES, CPAS, P.C.
Accountancy firm EIN2011-06-30930666756
2010 : NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING 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 NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN

2022: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
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 – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
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 – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
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 – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING 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 – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
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 – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
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 – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
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 – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
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 – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING 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 – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2008: NEW DIRECTIONS NORTHWEST, INC. 403B PROFIT SHARING PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

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