401k Plan data: PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN plan

PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.

401k Sponsoring company profile

PACIFIC WESTERN FINANCIAL CORP. has sponsored the creation of one or more 401k plans.

Company Name: PACIFIC WESTERN FINANCIAL CORP.

Employer identification number (EIN): 952506115

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 CAROLINE GETZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	CAROLINE GETZ

Plan Statistics for PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2015: PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-02-28	$0
Total plan liabilities at end of year	2015-02-28	$0
Total plan liabilities at beginning of year	2015-02-28	$0
Total income from all sources	2015-02-28	$-2,524
Expenses. Total of all expenses incurred	2015-02-28	$473,875
Benefits paid (including direct rollovers)	2015-02-28	$473,690
Total plan assets at end of year	2015-02-28	$0
Total plan assets at beginning of year	2015-02-28	$476,399
Value of fidelity bond covering the plan	2015-02-28	$150,000
Total contributions received or receivable from participants	2015-02-28	$0
Expenses. Other expenses not covered elsewhere	2015-02-28	$0
Contributions received from other sources (not participants or employers)	2015-02-28	$0
Other income received	2015-02-28	$-2,524
Noncash contributions received	2015-02-28	$0
Net income (gross income less expenses)	2015-02-28	$-476,399
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$476,399
Total contributions received or receivable from employer(s)	2015-02-28	$0
Value of certain deemed distributions of participant loans	2015-02-28	$0
Value of corrective distributions	2015-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-02-28	$185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-02-28	$0

Form 5500 Responses for PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN

2015: PACIFIC WESTERN FINANCIAL CORP. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PACIFIC WESTERN FINANCIAL CORP.
Employer identification number (EIN):	952506115
NAIC Classification:	523900