Retirement plan

NORTHWEST PRIVATE LENDING INC. PROFIT SHARING PLAN

Name: NORTHWEST PRIVATE LENDING INC. - NORTHWEST PRIVATE LENDING INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: NORTHWEST PRIVATE LENDING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST PRIVATE LENDING INC. PROFIT SHARING PLAN, NORTHWEST PRIVATE LENDING INC.

NORTHWEST PRIVATE LENDING INC.EIN 81-3223428Plan #001PY 2018

5335 MEADOWS ROAD, SUITE 380 - LAKE OSWEGO, OR 97035503-459-7736nwprivatelending.comLinkedIn1-10 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$899K

+178.8% from 2017

Total participants

+100.0% from 2017

Average account balance

$224,755

+39.4% from 2017

Annual return

155.84%

+142.68 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$436K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.25%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$957

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$224,755

$211,946+6.0%

$169,452+32.6%

$135,382+66.0%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

155.84%

3.26%+152.6pp

1.83%+154.0pp

519.77%-363.9pp

Employer contribution / active EE

$9,563

$5,117+86.9%

$4,157+130.0%

$4,779+100.1%

Participant deferral / active EE

$8,925

$6,075+46.9%

$5,277+69.1%

$5,609+59.1%

Admin fee / account holder

-$19

$11,472-100.2%

$9,110-100.2%

$10,829-100.2%

NORTHWEST PRIVATE LENDING INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST PRIVATE LENDING INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion