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NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameNORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST
Plan identification number 002

NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

NORTHWEST RETIREMENT PLANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHWEST RETIREMENT PLANS, INC.
Employer identification number (EIN):930839718
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about NORTHWEST RETIREMENT PLANS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1983-09-30
Company Identification Number: 17172719
Legal Registered Office Address: 3235 HILLCREST PARK DR STE 100

MEDFORD
United States of America (USA)
97504

More information about NORTHWEST RETIREMENT PLANS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01DEAN T FICHTNER2020-05-07
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01DEAN T. FICHTNER
0022013-01-01DEAN T. FICHTNER2014-01-29
0022012-01-01DEAN T. FICHTNER2013-01-29
0022011-01-01DEAN T. FICHTNER2012-01-23
0022010-01-01DEAN T. FICHTNER2011-01-17
0022009-01-01DEAN T. FICHTNER DEAN T. FICHTNER2010-03-11

Plan Statistics for NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST

Measure Date Value
2019: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0117
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0117
Number of participants with account balances2019-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Number of participants with account balances2018-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0117
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0117
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0117
Number of participants with account balances2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2009: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST

Measure Date Value
2019 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$573,013
Expenses. Total of all expenses incurred2019-12-31$261,229
Benefits paid (including direct rollovers)2019-12-31$242,903
Total plan assets at end of year2019-12-31$2,300,097
Total plan assets at beginning of year2019-12-31$1,988,313
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$67,623
Expenses. Other expenses not covered elsewhere2019-12-31$3,621
Other income received2019-12-31$409,762
Net income (gross income less expenses)2019-12-31$311,784
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,300,097
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,988,313
Assets. Value of participant loans2019-12-31$0
Assets. Value of real-estate (other than employer real property)2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$95,628
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,705
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$106,066
Expenses. Total of all expenses incurred2018-12-31$367,159
Benefits paid (including direct rollovers)2018-12-31$349,519
Total plan assets at end of year2018-12-31$1,988,313
Total plan assets at beginning of year2018-12-31$2,249,406
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$66,575
Contributions received from other sources (not participants or employers)2018-12-31$54,425
Other income received2018-12-31$-94,701
Net income (gross income less expenses)2018-12-31$-261,093
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,988,313
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,249,406
Assets. Value of participant loans2018-12-31$7,251
Assets. Value of real-estate (other than employer real property)2018-12-31$197,070
Total contributions received or receivable from employer(s)2018-12-31$79,767
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17,640
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2017 401k financial data
Total income from all sources2017-12-31$436,899
Expenses. Total of all expenses incurred2017-12-31$134,747
Benefits paid (including direct rollovers)2017-12-31$129,735
Total plan assets at end of year2017-12-31$2,249,406
Total plan assets at beginning of year2017-12-31$1,947,254
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$74,115
Expenses. Other expenses not covered elsewhere2017-12-31$118
Other income received2017-12-31$277,160
Net income (gross income less expenses)2017-12-31$302,152
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,249,406
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,947,254
Assets. Value of participant loans2017-12-31$26,583
Assets. Value of real-estate (other than employer real property)2017-12-31$186,130
Total contributions received or receivable from employer(s)2017-12-31$85,624
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,894
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$308,861
Expenses. Total of all expenses incurred2016-12-31$51,968
Benefits paid (including direct rollovers)2016-12-31$35,218
Total plan assets at end of year2016-12-31$1,947,254
Total plan assets at beginning of year2016-12-31$1,690,361
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$90,835
Expenses. Other expenses not covered elsewhere2016-12-31$10,392
Other income received2016-12-31$128,836
Net income (gross income less expenses)2016-12-31$256,893
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,947,254
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,690,361
Assets. Value of participant loans2016-12-31$55,196
Assets. Value of real-estate (other than employer real property)2016-12-31$186,290
Total contributions received or receivable from employer(s)2016-12-31$89,190
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$490,796
Expenses. Total of all expenses incurred2015-12-31$2,729,695
Benefits paid (including direct rollovers)2015-12-31$2,723,824
Total plan assets at end of year2015-12-31$1,690,361
Total plan assets at beginning of year2015-12-31$3,929,260
Value of fidelity bond covering the plan2015-12-31$393,000
Total contributions received or receivable from participants2015-12-31$87,630
Expenses. Other expenses not covered elsewhere2015-12-31$122
Other income received2015-12-31$304,800
Net income (gross income less expenses)2015-12-31$-2,238,899
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,690,361
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,929,260
Assets. Value of participant loans2015-12-31$61,737
Assets. Value of real-estate (other than employer real property)2015-12-31$183,350
Total contributions received or receivable from employer(s)2015-12-31$98,366
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,035,910
Expenses. Total of all expenses incurred2014-12-31$43,630
Benefits paid (including direct rollovers)2014-12-31$25,427
Total plan assets at end of year2014-12-31$3,929,260
Total plan assets at beginning of year2014-12-31$2,936,980
Value of fidelity bond covering the plan2014-12-31$393,000
Total contributions received or receivable from participants2014-12-31$53,529
Expenses. Other expenses not covered elsewhere2014-12-31$2,648
Contributions received from other sources (not participants or employers)2014-12-31$826,511
Other income received2014-12-31$65,870
Net income (gross income less expenses)2014-12-31$992,280
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,929,260
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,936,980
Assets. Value of participant loans2014-12-31$80,124
Assets. Value of real-estate (other than employer real property)2014-12-31$175,600
Total contributions received or receivable from employer(s)2014-12-31$90,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$15,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2009 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST

2019: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2009: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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