401k Plan data: MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN plan

MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN
Plan identification number	003

MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MOUNTAIN WEST INVESTMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: MOUNTAIN WEST INVESTMENT CORPORATION

Employer identification number (EIN): 931171727

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Additional information about MOUNTAIN WEST INVESTMENT CORPORATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1995-04-07

Company Identification Number: 45270485

Legal Registered Office Address: 201 FERRY ST SE STE 400

SALEM
United States of America (USA)
97301

More information about MOUNTAIN WEST INVESTMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 JASON E. TOKARSKI 2019-02-12
003 2017-01-01 JASON E. TOKARSKI 2018-10-08
003 2016-01-01 JASON E. TOKARSKI 2017-06-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01	JASON E. TOKARSKI	2019-02-12
003	2017-01-01	JASON E. TOKARSKI	2018-10-08
003	2016-01-01	JASON E. TOKARSKI	2017-06-27

Plan Statistics for MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,579,703
Acturial value of plan assets 2017-12-31 1,579,703
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,516,042
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 1,699,323
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 1,699,323
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 921,738
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 863,237
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 126,617
Net shortfall amortization installment of oustanding balance 2017-12-31 119,620
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 146,260
Additional cash requirement 2017-12-31 146,260
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 863,237
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,553,861
Acturial value of plan assets 2016-12-31 1,553,861
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 13,484
Active participant vested funding target 2016-12-31 983,591
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 1,116,228
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 1,129,712
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 447,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 473,606
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 75,597
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,579,703
Acturial value of plan assets	2017-12-31	1,579,703
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,516,042
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	1,699,323
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	1,699,323
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	921,738
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	863,237
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	126,617
Net shortfall amortization installment of oustanding balance	2017-12-31	119,620
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	146,260
Additional cash requirement	2017-12-31	146,260
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	863,237
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MOUNTAIN WEST INVESTMENT CORPORATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,553,861
Acturial value of plan assets	2016-12-31	1,553,861
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	13,484
Active participant vested funding target	2016-12-31	983,591
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,116,228
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	1,129,712
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	447,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	473,606
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	75,597
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	MOUNTAIN WEST INVESTMENT CORPORATION
Employer identification number (EIN):	931171727
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1995-04-07
Company Identification Number:	45270485
Legal Registered Office Address:	201 FERRY ST SE STE 400 SALEM United States of America (USA) 97301