Logo

EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameEPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN
Plan identification number 001

EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

EPSON PORTLAND INC. has sponsored the creation of one or more 401k plans.

Company Name:EPSON PORTLAND INC.
Employer identification number (EIN):930882588
NAIC Classification:334110

Additional information about EPSON PORTLAND INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1985-02-25
Company Identification Number: 20699013
Legal Registered Office Address: 601 SW SECOND AVE STE 2100

PORTLAND
United States of America (USA)
97204

More information about EPSON PORTLAND INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RANDAL A MCEVERS
0012017-01-01
0012016-01-01RANDAL A MCEVERS
0012015-01-01RANDAL A MCEVERS
0012014-01-01RANDAL A MCEVERS
0012013-01-01RANDAL A MCEVERS
0012012-01-01RANDAL A MCEVERS
0012011-01-01RANDAL A. MCEVERS
0012010-01-01RANDAL A. MCEVERS
0012009-01-01RANDAL MCEVERS

Plan Statistics for EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01455
Total number of active participants reported on line 7a of the Form 55002022-01-01297
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01166
Total of all active and inactive participants2022-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-01476
Number of participants with account balances2022-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01463
Total number of active participants reported on line 7a of the Form 55002021-01-01282
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01159
Total of all active and inactive participants2021-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01454
Number of participants with account balances2021-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01490
Total number of active participants reported on line 7a of the Form 55002020-01-01297
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01154
Total of all active and inactive participants2020-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-01461
Number of participants with account balances2020-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01561
Total number of active participants reported on line 7a of the Form 55002019-01-01326
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01152
Total of all active and inactive participants2019-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01490
Number of participants with account balances2019-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01626
Total number of active participants reported on line 7a of the Form 55002018-01-01357
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01194
Total of all active and inactive participants2018-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-01561
Number of participants with account balances2018-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01542
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01219
Total of all active and inactive participants2017-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01227
Number of participants with account balances2017-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01528
Total number of active participants reported on line 7a of the Form 55002016-01-01315
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01219
Total of all active and inactive participants2016-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01542
Number of participants with account balances2016-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01570
Total number of active participants reported on line 7a of the Form 55002015-01-01310
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01206
Total of all active and inactive participants2015-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-01525
Number of participants with account balances2015-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01618
Total number of active participants reported on line 7a of the Form 55002014-01-01310
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01251
Total of all active and inactive participants2014-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01570
Number of participants with account balances2014-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01657
Total number of active participants reported on line 7a of the Form 55002013-01-01310
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01302
Total of all active and inactive participants2013-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01618
Number of participants with account balances2013-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01677
Total number of active participants reported on line 7a of the Form 55002012-01-01341
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01309
Total of all active and inactive participants2012-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01657
Number of participants with account balances2012-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01667
Total number of active participants reported on line 7a of the Form 55002011-01-01356
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01312
Total of all active and inactive participants2011-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-01676
Number of participants with account balances2011-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,282
Total number of active participants reported on line 7a of the Form 55002010-01-01348
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01309
Total of all active and inactive participants2010-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-01666
Number of participants with account balances2010-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,296
Total number of active participants reported on line 7a of the Form 55002009-01-01311
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01967
Total of all active and inactive participants2009-01-011,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,282
Number of participants with account balances2009-01-011,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,965,904
Total of all expenses incurred2022-12-31$2,227,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,132,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,488,199
Value of total assets at end of year2022-12-31$45,140,715
Value of total assets at beginning of year2022-12-31$53,333,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$94,312
Total interest from all sources2022-12-31$46,459
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$653,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$653,639
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$1,772,269
Participant contributions at end of year2022-12-31$971,110
Participant contributions at beginning of year2022-12-31$1,128,170
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,698
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$424
Administrative expenses (other) incurred2022-12-31$66,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,192,914
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,140,715
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$53,333,629
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
Investment advisory and management fees2022-12-31$28,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,313,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,537,833
Interest on participant loans2022-12-31$46,413
Interest earned on other investments2022-12-31$46
Value of interest in common/collective trusts at end of year2022-12-31$9,843,603
Value of interest in common/collective trusts at beginning of year2022-12-31$8,648,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,996,715
Net investment gain or loss from common/collective trusts2022-12-31$-157,486
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$661,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,132,698
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 LLP
Accountancy firm EIN2022-12-31910189318
2021 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,648,697
Total of all expenses incurred2021-12-31$2,915,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,780,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,252,403
Value of total assets at end of year2021-12-31$53,333,629
Value of total assets at beginning of year2021-12-31$47,599,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$134,408
Total interest from all sources2021-12-31$52,946
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,251,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,251,932
Administrative expenses professional fees incurred2021-12-31$12,548
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$1,638,840
Participant contributions at end of year2021-12-31$1,128,170
Participant contributions at beginning of year2021-12-31$1,254,631
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,182
Administrative expenses (other) incurred2021-12-31$101,860
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$5,733,638
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,333,629
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,599,991
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
Investment advisory and management fees2021-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$43,537,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,466,570
Interest on participant loans2021-12-31$52,898
Interest earned on other investments2021-12-31$48
Value of interest in common/collective trusts at end of year2021-12-31$8,648,479
Value of interest in common/collective trusts at beginning of year2021-12-31$7,847,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$29,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,952,481
Net investment gain or loss from common/collective trusts2021-12-31$138,935
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$608,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,780,651
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 LLP
Accountancy firm EIN2021-12-31910189318
2020 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,911,824
Total of all expenses incurred2020-12-31$4,189,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,036,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,349,563
Value of total assets at end of year2020-12-31$47,599,991
Value of total assets at beginning of year2020-12-31$43,877,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$152,631
Total interest from all sources2020-12-31$56,510
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$738,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$738,519
Administrative expenses professional fees incurred2020-12-31$13,013
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$1,617,708
Participant contributions at end of year2020-12-31$1,254,631
Participant contributions at beginning of year2020-12-31$1,256,985
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$56,287
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$182,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,593
Administrative expenses (other) incurred2020-12-31$102,618
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$3,722,360
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,599,991
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,877,631
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
Investment advisory and management fees2020-12-31$37,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,466,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,050,072
Interest on participant loans2020-12-31$55,859
Interest earned on other investments2020-12-31$651
Value of interest in common/collective trusts at end of year2020-12-31$7,847,734
Value of interest in common/collective trusts at beginning of year2020-12-31$7,435,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$29,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$55,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,611,446
Net investment gain or loss from common/collective trusts2020-12-31$155,786
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$549,575
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$21,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,036,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,518,921
Total of all expenses incurred2019-12-31$4,726,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,650,314
Expenses. Certain deemed distributions of participant loans2019-12-31$-5,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,096,536
Value of total assets at end of year2019-12-31$43,877,631
Value of total assets at beginning of year2019-12-31$39,085,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,564
Total interest from all sources2019-12-31$54,556
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$677,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$677,047
Administrative expenses professional fees incurred2019-12-31$13,420
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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$1,460,314
Participant contributions at end of year2019-12-31$1,256,985
Participant contributions at beginning of year2019-12-31$1,180,152
Participant contributions at end of year2019-12-31$56,287
Participant contributions at beginning of year2019-12-31$52,713
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$86,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,671
Administrative expenses (other) incurred2019-12-31$52,144
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$4,792,149
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,877,631
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,085,482
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
Investment advisory and management fees2019-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,050,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,860,625
Interest on participant loans2019-12-31$54,060
Interest earned on other investments2019-12-31$496
Value of interest in common/collective trusts at end of year2019-12-31$7,435,332
Value of interest in common/collective trusts at beginning of year2019-12-31$6,881,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$55,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$90,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,532,119
Net investment gain or loss from common/collective trusts2019-12-31$158,663
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$549,555
Employer contributions (assets) at end of year2019-12-31$21,255
Employer contributions (assets) at beginning of year2019-12-31$19,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,650,314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$336,389
Total of all expenses incurred2018-12-31$3,282,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,139,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,516,513
Value of total assets at end of year2018-12-31$39,085,482
Value of total assets at beginning of year2018-12-31$42,031,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$143,266
Total interest from all sources2018-12-31$44,218
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$616,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$616,889
Administrative expenses professional fees incurred2018-12-31$23,240
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$1,568,547
Participant contributions at end of year2018-12-31$1,180,152
Participant contributions at beginning of year2018-12-31$1,144,903
Participant contributions at end of year2018-12-31$52,713
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$383,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,428
Administrative expenses (other) incurred2018-12-31$104,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,946,219
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,085,482
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,031,701
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
Investment advisory and management fees2018-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,860,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,685,312
Interest on participant loans2018-12-31$43,900
Interest earned on other investments2018-12-31$318
Value of interest in common/collective trusts at end of year2018-12-31$6,881,236
Value of interest in common/collective trusts at beginning of year2018-12-31$8,101,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$90,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$98,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,977,643
Net investment gain or loss from common/collective trusts2018-12-31$136,412
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$564,295
Employer contributions (assets) at end of year2018-12-31$19,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,139,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,248,811
Total of all expenses incurred2017-12-31$2,319,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,203,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,869,903
Value of total assets at end of year2017-12-31$42,031,701
Value of total assets at beginning of year2017-12-31$37,102,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$116,354
Total interest from all sources2017-12-31$40,441
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$567,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$567,218
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$1,367,989
Participant contributions at end of year2017-12-31$1,144,903
Participant contributions at beginning of year2017-12-31$1,180,485
Participant contributions at beginning of year2017-12-31$46,131
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,184
Administrative expenses (other) incurred2017-12-31$96,354
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$4,929,434
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,031,701
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,102,267
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
Investment advisory and management fees2017-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,685,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,336,986
Interest on participant loans2017-12-31$40,055
Interest earned on other investments2017-12-31$386
Value of interest in common/collective trusts at end of year2017-12-31$8,101,815
Value of interest in common/collective trusts at beginning of year2017-12-31$7,478,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$98,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$42,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,658,373
Net investment gain or loss from common/collective trusts2017-12-31$112,876
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$480,225
Employer contributions (assets) at beginning of year2017-12-31$16,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,203,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,055,344
Total of all expenses incurred2016-12-31$1,814,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,778,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,715,311
Value of total assets at end of year2016-12-31$37,102,267
Value of total assets at beginning of year2016-12-31$34,861,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,249
Total interest from all sources2016-12-31$38,220
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$509,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$509,869
Administrative expenses professional fees incurred2016-12-31$5,095
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$1,237,699
Participant contributions at end of year2016-12-31$1,180,485
Participant contributions at beginning of year2016-12-31$1,152,682
Participant contributions at end of year2016-12-31$46,131
Participant contributions at beginning of year2016-12-31$39,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,071
Administrative expenses (other) incurred2016-12-31$10,154
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$2,241,151
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,102,267
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,861,116
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
Investment advisory and management fees2016-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,336,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,688,573
Interest on participant loans2016-12-31$38,067
Interest earned on other investments2016-12-31$153
Value of interest in common/collective trusts at end of year2016-12-31$7,478,029
Value of interest in common/collective trusts at beginning of year2016-12-31$6,931,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$42,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$32,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,694,931
Net investment gain or loss from common/collective trusts2016-12-31$97,013
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$477,612
Employer contributions (assets) at end of year2016-12-31$16,939
Employer contributions (assets) at beginning of year2016-12-31$16,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,778,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,908,255
Total of all expenses incurred2015-12-31$1,645,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,493,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,861,145
Value of total assets at end of year2015-12-31$34,861,116
Value of total assets at beginning of year2015-12-31$34,598,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$152,088
Total interest from all sources2015-12-31$36,042
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$515,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$515,691
Administrative expenses professional fees incurred2015-12-31$12,838
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$1,231,051
Participant contributions at end of year2015-12-31$1,152,682
Participant contributions at beginning of year2015-12-31$1,127,533
Participant contributions at end of year2015-12-31$39,410
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$228,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$948
Administrative expenses (other) incurred2015-12-31$123,250
Total non interest bearing cash at beginning of year2015-12-31$55,107
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$262,718
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,861,116
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,598,398
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
Investment advisory and management fees2015-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,688,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,555,706
Interest on participant loans2015-12-31$35,484
Interest earned on other investments2015-12-31$558
Value of interest in common/collective trusts at end of year2015-12-31$6,931,011
Value of interest in common/collective trusts at beginning of year2015-12-31$6,779,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$32,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$79,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-596,815
Net investment gain or loss from common/collective trusts2015-12-31$92,192
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$401,300
Employer contributions (assets) at end of year2015-12-31$16,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,493,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
Accountancy firm EIN2015-12-31910189318
2014 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,836,066
Total of all expenses incurred2014-12-31$1,874,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,800,967
Expenses. Certain deemed distributions of participant loans2014-12-31$12,120
Value of total corrective distributions2014-12-31$7,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,096,914
Value of total assets at end of year2014-12-31$34,598,398
Value of total assets at beginning of year2014-12-31$32,637,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$54,688
Total interest from all sources2014-12-31$39,758
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$600,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$600,928
Administrative expenses professional fees incurred2014-12-31$10,943
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$1,048,956
Participant contributions at end of year2014-12-31$1,127,533
Participant contributions at beginning of year2014-12-31$1,101,530
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$619,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$603
Administrative expenses (other) incurred2014-12-31$14,069
Total non interest bearing cash at end of year2014-12-31$55,107
Total non interest bearing cash at beginning of year2014-12-31$64,018
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$1,961,249
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,598,398
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,637,149
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
Investment advisory and management fees2014-12-31$29,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,555,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,322,768
Interest on participant loans2014-12-31$39,088
Interest earned on other investments2014-12-31$670
Value of interest in common/collective trusts at end of year2014-12-31$6,779,985
Value of interest in common/collective trusts at beginning of year2014-12-31$6,091,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$79,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$56,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,031,340
Net investment gain or loss from common/collective trusts2014-12-31$67,126
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$428,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,800,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
Accountancy firm EIN2014-12-31910189318
2013 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,260,512
Total of all expenses incurred2013-12-31$1,895,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,841,873
Value of total corrective distributions2013-12-31$15,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,629,286
Value of total assets at end of year2013-12-31$32,637,149
Value of total assets at beginning of year2013-12-31$28,272,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,459
Total interest from all sources2013-12-31$38,607
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$466,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$466,839
Administrative expenses professional fees incurred2013-12-31$21,601
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$1,107,882
Participant contributions at end of year2013-12-31$1,101,530
Participant contributions at beginning of year2013-12-31$1,083,828
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$85,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$720
Administrative expenses (other) incurred2013-12-31$858
Total non interest bearing cash at end of year2013-12-31$64,018
Total non interest bearing cash at beginning of year2013-12-31$61,622
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$4,364,569
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,637,149
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,272,580
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
Investment advisory and management fees2013-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,322,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,504,840
Interest on participant loans2013-12-31$38,251
Interest earned on other investments2013-12-31$356
Value of interest in common/collective trusts at end of year2013-12-31$6,091,791
Value of interest in common/collective trusts at beginning of year2013-12-31$5,609,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$56,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,052,935
Net investment gain or loss from common/collective trusts2013-12-31$72,845
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$436,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,841,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
Accountancy firm EIN2013-12-31910189318
2012 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,115,194
Total of all expenses incurred2012-12-31$784,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$750,869
Value of total corrective distributions2012-12-31$9,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,480,910
Value of total assets at end of year2012-12-31$28,272,580
Value of total assets at beginning of year2012-12-31$24,941,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,443
Total interest from all sources2012-12-31$38,833
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$420,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$420,078
Administrative expenses professional fees incurred2012-12-31$1,971
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$1,057,795
Participant contributions at end of year2012-12-31$1,083,828
Participant contributions at beginning of year2012-12-31$1,069,523
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$720
Administrative expenses (other) incurred2012-12-31$6,472
Total non interest bearing cash at end of year2012-12-31$61,622
Total non interest bearing cash at beginning of year2012-12-31$44,097
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$3,330,873
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,272,580
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,941,707
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
Investment advisory and management fees2012-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,504,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,679,252
Interest on participant loans2012-12-31$38,694
Value of interest in common/collective trusts at end of year2012-12-31$5,609,730
Value of interest in common/collective trusts at beginning of year2012-12-31$6,140,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,087,380
Net investment gain or loss from common/collective trusts2012-12-31$87,993
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$415,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$750,869
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Accountancy firm EIN2012-12-31910189318
2011 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,183,983
Total of all expenses incurred2011-12-31$1,379,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,357,941
Value of total corrective distributions2011-12-31$12,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,409,906
Value of total assets at end of year2011-12-31$24,941,707
Value of total assets at beginning of year2011-12-31$25,136,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,328
Total interest from all sources2011-12-31$37,904
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$334,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$334,040
Administrative expenses professional fees incurred2011-12-31$223
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$1,010,096
Participant contributions at end of year2011-12-31$1,069,523
Participant contributions at beginning of year2011-12-31$798,523
Administrative expenses (other) incurred2011-12-31$8,105
Total non interest bearing cash at end of year2011-12-31$44,097
Total non interest bearing cash at beginning of year2011-12-31$49,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-195,212
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,941,707
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,136,919
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$17,679,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,704,134
Interest on participant loans2011-12-31$37,768
Interest earned on other investments2011-12-31$136
Value of interest in common/collective trusts at end of year2011-12-31$6,140,511
Value of interest in common/collective trusts at beginning of year2011-12-31$5,584,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-693,445
Net investment gain or loss from common/collective trusts2011-12-31$95,578
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$399,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,357,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Accountancy firm EIN2011-12-31910189318
2010 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,629,409
Total of all expenses incurred2010-12-31$976,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$920,458
Expenses. Certain deemed distributions of participant loans2010-12-31$38,751
Value of total corrective distributions2010-12-31$13,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,218,541
Value of total assets at end of year2010-12-31$25,136,919
Value of total assets at beginning of year2010-12-31$22,484,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,937
Total interest from all sources2010-12-31$37,341
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$249,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$249,963
Administrative expenses professional fees incurred2010-12-31$648
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$985,620
Participant contributions at end of year2010-12-31$798,523
Participant contributions at beginning of year2010-12-31$795,918
Administrative expenses (other) incurred2010-12-31$3,289
Total non interest bearing cash at end of year2010-12-31$49,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,652,458
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,136,919
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,484,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,704,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,022,118
Interest on participant loans2010-12-31$35,478
Interest earned on other investments2010-12-31$1,863
Value of interest in common/collective trusts at end of year2010-12-31$5,584,797
Value of interest in common/collective trusts at beginning of year2010-12-31$5,559,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$107,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,010,120
Net investment gain or loss from common/collective trusts2010-12-31$113,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$232,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$920,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318
2009 : EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN

2022: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered473
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered454
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered461
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered489
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered561
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered623
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered521
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered570
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered576
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered599
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered603
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61196
Policy instance 1
Insurance contract or identification numberQK61196
Number of Individuals Covered597
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Insurance broker organization code?3
Insurance broker nameFEUCHTWANGER INSURANCE SERVICES

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1