401k Plan data: FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN plan

FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN
Plan identification number	001

FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND 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
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIRESIDE DISTRIBUTORS OF OREGON, INC. has sponsored the creation of one or more 401k plans.

Company Name: FIRESIDE DISTRIBUTORS OF OREGON, INC.

Employer identification number (EIN): 930820160

NAIC Classification: 423200

Additional information about FIRESIDE DISTRIBUTORS OF OREGON, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1982-12-01

Company Identification Number: 16479313

Legal Registered Office Address: 411 SW SECOND AVE STE 400

PORTLAND
United States of America (USA)
97204

More information about FIRESIDE DISTRIBUTORS OF OREGON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PERMINDER KOONER 2024-10-07
001 2022-01-01
001 2021-01-01
001 2016-01-01 MIKE WYANT 2017-07-27
001 2014-07-01
001 2013-07-01
001 2012-07-01 TOM WIDDOWS 2014-01-27
001 2011-07-01 TOM WIDDOWS 2013-01-31
001 2010-07-01 TOM WIDDOWS 2012-01-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	PERMINDER KOONER	2024-10-07
001	2022-01-01
001	2021-01-01
001	2016-01-01	MIKE WYANT	2017-07-27
001	2014-07-01
001	2013-07-01
001	2012-07-01	TOM WIDDOWS	2014-01-27
001	2011-07-01	TOM WIDDOWS	2013-01-31
001	2010-07-01	TOM WIDDOWS	2012-01-30

Plan Statistics for FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022: FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 146
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 179
Number of participants with account balances 2022-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 138
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 162
Number of participants with account balances 2021-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2022: FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	146
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	179
Number of participants with account balances	2022-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	138
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	162
Number of participants with account balances	2021-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN

Measure	Date	Value
2022 : FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-57,028
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$452,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$426,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$611,700
Value of total assets at end of year	2022-12-31	$4,091,243
Value of total assets at beginning of year	2022-12-31	$4,600,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,553
Total interest from all sources	2022-12-31	$13,465
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$402,068
Participant contributions at end of year	2022-12-31	$66,698
Participant contributions at beginning of year	2022-12-31	$81,819
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-509,512
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,091,243
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,600,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,401,624
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,900,975
Interest on participant loans	2022-12-31	$3,136
Interest earned on other investments	2022-12-31	$10,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$622,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$617,961
Net investment gain/loss from pooled separate accounts	2022-12-31	$-682,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$209,504
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$426,931
Contract administrator fees	2022-12-31	$25,553
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JONES AND ROTH, P.C
Accountancy firm EIN	2022-12-31	930819646
2021 : FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$1,158,116
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$149,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$111,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$603,722
Value of total assets at end of year	2021-12-31	$4,600,755
Value of total assets at beginning of year	2021-12-31	$3,591,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$38,036
Total interest from all sources	2021-12-31	$9,331
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$388,574
Participant contributions at end of year	2021-12-31	$81,819
Participant contributions at beginning of year	2021-12-31	$77,043
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$20,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,008,956
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,600,755
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,591,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,900,975
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,272,285
Interest on participant loans	2021-12-31	$3,533
Interest earned on other investments	2021-12-31	$5,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$617,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$242,471
Net investment gain/loss from pooled separate accounts	2021-12-31	$545,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$194,869
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$111,124
Contract administrator fees	2021-12-31	$38,036
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JONES AND ROTH, P.C
Accountancy firm EIN	2021-12-31	930819646

Form 5500 Responses for FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN

2022: FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FIRESIDE DISTRIBUTORS OF OREGON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

91691727

Policy instance

Insurance contract or identification number	91691727
Number of Individuals Covered	99
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,432
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $4,432
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

91691727

Policy instance

Insurance contract or identification number	91691727
Number of Individuals Covered	95
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4,358
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $4,358
Insurance broker organization code?	3

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FIRESIDE DISTRIBUTORS OF OREGON, INC.
Employer identification number (EIN):	930820160
NAIC Classification:	423200

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1982-12-01
Company Identification Number:	16479313
Legal Registered Office Address:	411 SW SECOND AVE STE 400 PORTLAND United States of America (USA) 97204