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Plan Name | NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | DEAN T FICHTNER | 2020-05-07 | ||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | DEAN T. FICHTNER | |||
002 | 2013-01-01 | DEAN T. FICHTNER | 2014-01-29 | ||
002 | 2012-01-01 | DEAN T. FICHTNER | 2013-01-29 | ||
002 | 2011-01-01 | DEAN T. FICHTNER | 2012-01-23 | ||
002 | 2010-01-01 | DEAN T. FICHTNER | 2011-01-17 | ||
002 | 2009-01-01 | DEAN T. FICHTNER | DEAN T. FICHTNER | 2010-03-11 |
Measure | Date | Value |
---|---|---|
2019: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 17 |
Number of participants with account balances | 2019-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 17 |
Number of participants with account balances | 2018-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 17 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 17 |
Number of participants with account balances | 2016-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 17 |
Number of participants with account balances | 2015-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 16 |
Number of participants with account balances | 2014-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2009: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $573,013 |
Expenses. Total of all expenses incurred | 2019-12-31 | $261,229 |
Benefits paid (including direct rollovers) | 2019-12-31 | $242,903 |
Total plan assets at end of year | 2019-12-31 | $2,300,097 |
Total plan assets at beginning of year | 2019-12-31 | $1,988,313 |
Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
Total contributions received or receivable from participants | 2019-12-31 | $67,623 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $3,621 |
Other income received | 2019-12-31 | $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 loans | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $106,066 |
Expenses. Total of all expenses incurred | 2018-12-31 | $367,159 |
Benefits paid (including direct rollovers) | 2018-12-31 | $349,519 |
Total plan assets at end of year | 2018-12-31 | $1,988,313 |
Total plan assets at beginning of year | 2018-12-31 | $2,249,406 |
Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
Total contributions received or receivable from participants | 2018-12-31 | $66,575 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $54,425 |
Other income received | 2018-12-31 | $-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 loans | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $436,899 |
Expenses. Total of all expenses incurred | 2017-12-31 | $134,747 |
Benefits paid (including direct rollovers) | 2017-12-31 | $129,735 |
Total plan assets at end of year | 2017-12-31 | $2,249,406 |
Total plan assets at beginning of year | 2017-12-31 | $1,947,254 |
Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
Total contributions received or receivable from participants | 2017-12-31 | $74,115 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $118 |
Other income received | 2017-12-31 | $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 loans | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2016 401k financial data | ||
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $308,861 |
Expenses. Total of all expenses incurred | 2016-12-31 | $51,968 |
Benefits paid (including direct rollovers) | 2016-12-31 | $35,218 |
Total plan assets at end of year | 2016-12-31 | $1,947,254 |
Total plan assets at beginning of year | 2016-12-31 | $1,690,361 |
Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
Total contributions received or receivable from participants | 2016-12-31 | $90,835 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $10,392 |
Other income received | 2016-12-31 | $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 loans | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $490,796 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,729,695 |
Benefits paid (including direct rollovers) | 2015-12-31 | $2,723,824 |
Total plan assets at end of year | 2015-12-31 | $1,690,361 |
Total plan assets at beginning of year | 2015-12-31 | $3,929,260 |
Value of fidelity bond covering the plan | 2015-12-31 | $393,000 |
Total contributions received or receivable from participants | 2015-12-31 | $87,630 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $122 |
Other income received | 2015-12-31 | $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 loans | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,035,910 |
Expenses. Total of all expenses incurred | 2014-12-31 | $43,630 |
Benefits paid (including direct rollovers) | 2014-12-31 | $25,427 |
Total plan assets at end of year | 2014-12-31 | $3,929,260 |
Total plan assets at beginning of year | 2014-12-31 | $2,936,980 |
Value of fidelity bond covering the plan | 2014-12-31 | $393,000 |
Total contributions received or receivable from participants | 2014-12-31 | $53,529 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $2,648 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $826,511 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $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 securities | 2014-12-31 | $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 securities | 2009-12-31 | $0 |
2019: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NORTHWEST RETIREMENT PLANS INC 401K PROFIT SHARING PLAN TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Mulitple employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |