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WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 401k Plan overview

Plan NameWILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN
Plan identification number 001

WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE WILLAMETTE VALLEY COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:THE WILLAMETTE VALLEY COMPANY LLC
Employer identification number (EIN):930469759
NAIC Classification:325900
NAIC Description:Other Chemical Product and Preparation Manufacturing

Additional information about THE WILLAMETTE VALLEY COMPANY LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2058-04-04
Company Identification Number: 5983218
Legal Registered Office Address: 780 COMMERCIAL ST SE STE 100

SALEM
United States of America (USA)
97301

More information about THE WILLAMETTE VALLEY COMPANY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON CUNNINGHAM2024-07-29
0012022-01-01JASON CUNNINGHAM2023-08-01
0012021-01-01JASON CUNNINGHAM2022-07-31
0012020-01-01JASON CUNNINGHAM2021-07-05
0012019-01-01TERRY R. LEE2020-06-09
0012018-01-01TERRY R. LEE2019-07-31
0012017-01-01
0012016-01-01TERRY R. LEE
0012015-01-01TERRY R. LEE
0012014-01-01TERRY R. LEE
0012013-01-01TERRY R. LEE
0012012-01-01TERRY R. LEE
0012011-04-01TERRY R. LEE
0012010-04-01TERRY R. LEE
0012009-04-01TERRY R. LEE

Plan Statistics for WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN

401k plan membership statisitcs for WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN

Measure Date Value
2023: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2023 401k membership
Total participants, beginning-of-year2023-01-01483
Total number of active participants reported on line 7a of the Form 55002023-01-01445
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0169
Total of all active and inactive participants2023-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01517
Number of participants with account balances2023-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0117
2022: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2022 401k membership
Total participants, beginning-of-year2022-01-01501
Total number of active participants reported on line 7a of the Form 55002022-01-01399
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01472
Number of participants with account balances2022-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2021 401k membership
Total participants, beginning-of-year2021-01-01438
Total number of active participants reported on line 7a of the Form 55002021-01-01426
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01488
Number of participants with account balances2021-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2020 401k membership
Total participants, beginning-of-year2020-01-01418
Total number of active participants reported on line 7a of the Form 55002020-01-01377
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01431
Number of participants with account balances2020-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2019 401k membership
Total participants, beginning-of-year2019-01-01415
Total number of active participants reported on line 7a of the Form 55002019-01-01369
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01417
Number of participants with account balances2019-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2018 401k membership
Total participants, beginning-of-year2018-01-01436
Total number of active participants reported on line 7a of the Form 55002018-01-01375
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01414
Number of participants with account balances2018-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2017 401k membership
Total participants, beginning-of-year2017-01-01401
Total number of active participants reported on line 7a of the Form 55002017-01-01401
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01428
Number of participants with account balances2017-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2016 401k membership
Total participants, beginning-of-year2016-01-01377
Total number of active participants reported on line 7a of the Form 55002016-01-01367
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01390
Number of participants with account balances2016-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2015 401k membership
Total participants, beginning-of-year2015-01-01318
Total number of active participants reported on line 7a of the Form 55002015-01-01348
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01370
Number of participants with account balances2015-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2014 401k membership
Total participants, beginning-of-year2014-01-01297
Total number of active participants reported on line 7a of the Form 55002014-01-01270
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01294
Number of participants with account balances2014-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2013 401k membership
Total participants, beginning-of-year2013-01-01285
Total number of active participants reported on line 7a of the Form 55002013-01-01260
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01280
Number of participants with account balances2013-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2012 401k membership
Total participants, beginning-of-year2012-01-01277
Total number of active participants reported on line 7a of the Form 55002012-01-01252
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01269
Number of participants with account balances2012-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2011 401k membership
Total participants, beginning-of-year2011-04-01276
Total number of active participants reported on line 7a of the Form 55002011-04-01247
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0121
Total of all active and inactive participants2011-04-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-013
Total participants2011-04-01271
Number of participants with account balances2011-04-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-015
2010: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2010 401k membership
Total participants, beginning-of-year2010-04-01285
Total number of active participants reported on line 7a of the Form 55002010-04-01244
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-0123
Total of all active and inactive participants2010-04-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-011
Total participants2010-04-01268
Number of participants with account balances2010-04-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-0111
2009: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2009 401k membership
Total participants, beginning-of-year2009-04-01292
Total number of active participants reported on line 7a of the Form 55002009-04-01247
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0128
Total of all active and inactive participants2009-04-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-011
Total participants2009-04-01276
Number of participants with account balances2009-04-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0114

Financial Data on WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN

Measure Date Value
2023 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$10,458,790
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,451,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,446,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,463,290
Value of total assets at end of year2023-12-31$55,297,439
Value of total assets at beginning of year2023-12-31$46,289,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$4,460
Total interest from all sources2023-12-31$294,667
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,691,003
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$261,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$9,007,550
Value of net assets at end of year (total assets less liabilities)2023-12-31$55,297,439
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$46,289,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$42,505,865
Value of interest in pooled separate accounts at beginning of year2023-12-31$33,600,173
Interest earned on other investments2023-12-31$294,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$11,280,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$11,295,648
Net investment gain/loss from pooled separate accounts2023-12-31$6,700,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,511,244
Employer contributions (assets) at end of year2023-12-31$1,511,244
Employer contributions (assets) at beginning of year2023-12-31$1,394,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,446,780
Contract administrator fees2023-12-31$4,460
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS
Accountancy firm EIN2023-12-31910189318
2022 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,798,747
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,538,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,534,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,303,332
Value of total assets at end of year2022-12-31$46,289,889
Value of total assets at beginning of year2022-12-31$58,627,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,850
Total interest from all sources2022-12-31$236,837
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,547,074
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$362,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,337,455
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,289,889
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,627,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$33,600,173
Value of interest in pooled separate accounts at beginning of year2022-12-31$44,864,167
Interest earned on other investments2022-12-31$236,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,295,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,400,561
Net investment gain/loss from pooled separate accounts2022-12-31$-8,338,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,394,067
Employer contributions (assets) at end of year2022-12-31$1,394,068
Employer contributions (assets) at beginning of year2022-12-31$1,362,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,534,858
Contract administrator fees2022-12-31$3,850
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,843,779
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,811,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,806,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,977,395
Value of total assets at end of year2021-12-31$58,627,344
Value of total assets at beginning of year2021-12-31$55,595,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,155
Total interest from all sources2021-12-31$233,522
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,437,824
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$176,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,032,079
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,627,344
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,595,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$44,864,167
Value of interest in pooled separate accounts at beginning of year2021-12-31$42,922,322
Interest earned on other investments2021-12-31$233,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,400,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,369,347
Net investment gain/loss from pooled separate accounts2021-12-31$6,632,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,362,616
Employer contributions (assets) at end of year2021-12-31$1,362,616
Employer contributions (assets) at beginning of year2021-12-31$1,303,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,806,545
Contract administrator fees2021-12-31$5,155
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,429,554
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,791,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,785,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,685,220
Value of total assets at end of year2020-12-31$55,595,265
Value of total assets at beginning of year2020-12-31$51,956,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,445
Total interest from all sources2020-12-31$260,331
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,381,348
Participant contributions at beginning of year2020-12-31$513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,638,295
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,595,265
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,956,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$42,922,322
Value of interest in pooled separate accounts at beginning of year2020-12-31$40,146,251
Interest earned on other investments2020-12-31$260,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,369,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,506,230
Net investment gain/loss from pooled separate accounts2020-12-31$5,484,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,303,872
Employer contributions (assets) at end of year2020-12-31$1,303,596
Employer contributions (assets) at beginning of year2020-12-31$1,303,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,785,814
Contract administrator fees2020-12-31$5,445
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,350,426
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,304,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,301,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,723,002
Value of total assets at end of year2019-12-31$51,956,970
Value of total assets at beginning of year2019-12-31$43,911,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,420
Total interest from all sources2019-12-31$242,057
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,419,026
Participant contributions at end of year2019-12-31$513
Participant contributions at beginning of year2019-12-31$186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,045,808
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,956,970
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,911,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$40,146,251
Value of interest in pooled separate accounts at beginning of year2019-12-31$33,951,993
Interest earned on other investments2019-12-31$242,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,506,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,661,563
Net investment gain/loss from pooled separate accounts2019-12-31$8,385,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,303,976
Employer contributions (assets) at end of year2019-12-31$1,303,976
Employer contributions (assets) at beginning of year2019-12-31$1,297,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,301,198
Contract administrator fees2019-12-31$3,420
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$607,431
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,226,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,223,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,805,724
Value of total assets at end of year2018-12-31$43,911,162
Value of total assets at beginning of year2018-12-31$45,530,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,490
Total interest from all sources2018-12-31$197,834
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,508,304
Participant contributions at end of year2018-12-31$186
Participant contributions at beginning of year2018-12-31$40,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,619,225
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,911,162
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,530,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$33,951,993
Value of interest in pooled separate accounts at beginning of year2018-12-31$37,342,826
Interest earned on other investments2018-12-31$197,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,661,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,910,539
Net investment gain/loss from pooled separate accounts2018-12-31$-2,396,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,297,420
Employer contributions (assets) at end of year2018-12-31$1,297,420
Employer contributions (assets) at beginning of year2018-12-31$1,236,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,223,166
Contract administrator fees2018-12-31$3,490
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,625,888
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,003,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,999,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,653,660
Value of total assets at end of year2017-12-31$45,530,387
Value of total assets at beginning of year2017-12-31$38,907,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,450
Total interest from all sources2017-12-31$151,817
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,342,317
Participant contributions at end of year2017-12-31$40,605
Participant contributions at beginning of year2017-12-31$36,374
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$74,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,622,583
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,530,387
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,907,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$37,342,826
Value of interest in pooled separate accounts at beginning of year2017-12-31$30,548,108
Interest earned on other investments2017-12-31$151,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,910,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,201,322
Net investment gain/loss from pooled separate accounts2017-12-31$5,820,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,236,417
Employer contributions (assets) at end of year2017-12-31$1,236,417
Employer contributions (assets) at beginning of year2017-12-31$1,122,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,999,855
Contract administrator fees2017-12-31$3,450
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,267,832
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,663,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,598,689
Value of total corrective distributions2016-12-31$62,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,420,040
Value of total assets at end of year2016-12-31$38,907,804
Value of total assets at beginning of year2016-12-31$35,303,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,770
Total interest from all sources2016-12-31$141,074
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,253,477
Participant contributions at end of year2016-12-31$36,374
Participant contributions at beginning of year2016-12-31$31,181
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$44,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,604,020
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,907,804
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,303,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$30,548,108
Value of interest in pooled separate accounts at beginning of year2016-12-31$28,253,977
Interest earned on other investments2016-12-31$141,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,201,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,937,226
Net investment gain/loss from pooled separate accounts2016-12-31$2,706,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,122,000
Employer contributions (assets) at end of year2016-12-31$1,122,000
Employer contributions (assets) at beginning of year2016-12-31$1,081,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,598,689
Contract administrator fees2016-12-31$2,770
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,133,179
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,156,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,129,500
Value of total corrective distributions2015-12-31$24,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,270,283
Value of total assets at end of year2015-12-31$35,303,784
Value of total assets at beginning of year2015-12-31$34,326,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,600
Total interest from all sources2015-12-31$114,878
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,184,754
Participant contributions at end of year2015-12-31$31,181
Participant contributions at beginning of year2015-12-31$4,604
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$976,894
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,303,784
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,326,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$28,253,977
Value of interest in pooled separate accounts at beginning of year2015-12-31$27,698,312
Interest earned on other investments2015-12-31$114,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,937,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,645,974
Net investment gain/loss from pooled separate accounts2015-12-31$-251,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,081,400
Employer contributions (assets) at end of year2015-12-31$1,081,400
Employer contributions (assets) at beginning of year2015-12-31$978,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,129,500
Contract administrator fees2015-12-31$2,600
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,169,925
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,278,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,233,722
Value of total corrective distributions2014-12-31$41,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,067,956
Value of total assets at end of year2014-12-31$34,326,890
Value of total assets at beginning of year2014-12-31$33,435,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,790
Total interest from all sources2014-12-31$84,706
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,078,830
Participant contributions at end of year2014-12-31$4,604
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$891,670
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,326,890
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,435,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$27,698,312
Value of interest in pooled separate accounts at beginning of year2014-12-31$32,507,220
Interest earned on other investments2014-12-31$84,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,645,974
Net investment gain/loss from pooled separate accounts2014-12-31$2,017,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$978,000
Employer contributions (assets) at end of year2014-12-31$978,000
Employer contributions (assets) at beginning of year2014-12-31$928,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,233,722
Contract administrator fees2014-12-31$2,790
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,725,357
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$506,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$473,077
Value of total corrective distributions2013-12-31$30,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,970,683
Value of total assets at end of year2013-12-31$33,435,220
Value of total assets at beginning of year2013-12-31$27,215,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,910
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,042,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,219,260
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,435,220
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,215,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$32,507,220
Value of interest in pooled separate accounts at beginning of year2013-12-31$26,351,560
Net investment gain/loss from pooled separate accounts2013-12-31$4,754,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$928,000
Employer contributions (assets) at end of year2013-12-31$928,000
Employer contributions (assets) at beginning of year2013-12-31$864,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$473,077
Contract administrator fees2013-12-31$2,910
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,602,094
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,225,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,203,215
Value of total corrective distributions2012-12-31$19,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,797,626
Value of total assets at end of year2012-12-31$27,215,960
Value of total assets at beginning of year2012-12-31$25,838,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,779
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$932,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,377,055
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,215,960
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,838,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$26,351,560
Value of interest in pooled separate accounts at beginning of year2012-12-31$25,322,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$2,804,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$865,033
Employer contributions (assets) at end of year2012-12-31$864,400
Employer contributions (assets) at beginning of year2012-12-31$516,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,203,215
Contract administrator fees2012-12-31$2,779
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$194,987
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$446,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$423,451
Value of total corrective distributions2011-12-31$21,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,175,598
Value of total assets at end of year2011-12-31$25,838,905
Value of total assets at beginning of year2011-12-31$26,090,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,118
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$659,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-251,982
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,838,905
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,090,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$25,322,778
Value of interest in pooled separate accounts at beginning of year2011-12-31$25,261,887
Net investment gain/loss from pooled separate accounts2011-12-31$-980,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$516,127
Employer contributions (assets) at end of year2011-12-31$516,127
Employer contributions (assets) at beginning of year2011-12-31$829,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$423,451
Contract administrator fees2011-12-31$2,118
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$4,508,100
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$982,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$979,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,691,092
Value of total assets at end of year2011-03-31$26,090,887
Value of total assets at beginning of year2011-03-31$22,565,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$3,761
Total interest from all sources2011-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$862,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$3,525,236
Value of net assets at end of year (total assets less liabilities)2011-03-31$26,090,887
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$22,565,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in pooled separate accounts at end of year2011-03-31$25,261,887
Value of interest in pooled separate accounts at beginning of year2011-03-31$21,894,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$0
Net investment gain/loss from pooled separate accounts2011-03-31$2,817,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$829,000
Employer contributions (assets) at end of year2011-03-31$829,000
Employer contributions (assets) at beginning of year2011-03-31$671,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$979,103
Contract administrator fees2011-03-31$3,761
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31MOSS ADAMS LLP
Accountancy firm EIN2011-03-31910189318
2010 : WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN

2023: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: WILLAMETTE VALLEY CO & SUBSIDIARIES 401(K) PS PLN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502690
Policy instance 1
Insurance contract or identification number502690
Number of Individuals Covered517
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502690
Policy instance 1
Insurance contract or identification number502690
Number of Individuals Covered472
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502690
Policy instance 1
Insurance contract or identification number502690
Number of Individuals Covered488
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502690
Policy instance 1
Insurance contract or identification number502690
Number of Individuals Covered431
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502690
Policy instance 1
Insurance contract or identification number502690
Number of Individuals Covered417
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502690
Policy instance 1
Insurance contract or identification number502690
Number of Individuals Covered414
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502690
Policy instance 1
Insurance contract or identification number502690
Number of Individuals Covered428
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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