Fin-west Group 401(k) Plan (terminated 2016): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2016. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Fin-west Group 401(k) Plan Facts (plan year 2016)

Plan name
PROFIT SHARING PLAN FOR EMPLOYEES OF FIN-WEST GROUP
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FIN-WEST GROUP
Participants
139
Former employees with a balance
0
Employer contributions
$522 in plan year 2016 (1% of all contributions)
Plan year
Jan 1, 2016 – Dec 31, 2016
Plan established
Apr 1, 1974
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Dec 31, 2016), filed Jul 28, 2017. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2016

  • $43,302 went into the plan in contributions, $522 of it from the employer (1%).
  • $10.9 million was paid out to participants.
  • Investment and other income added $187,350.

How the Fin-west Group 401(k) changed, 2011–2016

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2011114$7.76 million$11,058$187,517
2012114$9.15 million$26,620$245,779
2013438$11.0 million$64,108$369,242
2014484$12.1 million$74,206$373,006
2015468$10.7 million$55,347$2.55 million
2016 (final)139$0$522$10.9 million

Fin-west Group 401(k) Contact Information

Phone
909-983-4141
Mailing address
1131 W 6TH STREET SUITE 250, ONTARIO CA 91762
Plan sponsor
FIN-WEST GROUP
Employer identification number (EIN)
95-2767172
Plan number
001

Questions about the Fin-west Group 401(k)

Is the Fin-west Group 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2016.

Does Fin-west Group contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2016 the employer contributed $522, 1% of all contributions.

Does the Fin-west Group 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Fin-west Group 401(k) plan?

139 participants at the start of plan year 2016.

Who manages the Fin-west Group 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

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