Fidelity bond in place
Yes
Filing29133 Health Campus Dr Bldg 4Westlake, OH 44145-5256
Far West Center 403B Pension Plan
Far West Center • EIN 34-1138269 • Westlake, OH • Plan year 2001
Filing Insights
Participants
Down30 → 23
-7 • -23.33%
Assets
Up$96,961 → $127,562
$30,601 • 31.56%
Investment Management Fee
-
Admin expenses - • Total expenses $2,298
Filing Details
Context- Net investment result
- $30,600
- Pension payor EIN
- 16-1470238
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 10 | $1,208,236 | $31,932 | $3,193iApproximate average salary by contribution assumption: employee only about $79,830 at 4% or $53,220 at 6%; with 50% employer match about $53,220 at 4% or $35,480 at 6%; with 100% employer match about $39,915 at 4% or $26,610 at 6%. |
| FAR WEST CENTER | - | 10 | $1,157,972 | $31,932 | $3,193iApproximate average salary by contribution assumption: employee only about $79,830 at 4% or $53,220 at 6%; with 50% employer match about $53,220 at 4% or $35,480 at 6%; with 100% employer match about $39,915 at 4% or $26,610 at 6%. |
| Far West Center 403B Pension Plan | - | 3 | $50,264 | - | - |
| 2023 | 2 | 9 | $1,055,480 | $27,582 | $3,065iApproximate average salary by contribution assumption: employee only about $76,617 at 4% or $51,078 at 6%; with 50% employer match about $51,078 at 4% or $34,052 at 6%; with 100% employer match about $38,308 at 4% or $25,539 at 6%. |
| FAR WEST CENTER | - | 9 | $994,179 | $27,582 | $3,065iApproximate average salary by contribution assumption: employee only about $76,617 at 4% or $51,078 at 6%; with 50% employer match about $51,078 at 4% or $34,052 at 6%; with 100% employer match about $38,308 at 4% or $25,539 at 6%. |
| Far West Center 403B Pension Plan | - | 5 | $61,301 | $0 | - |
| 2022 | 2 | 8 | $885,804 | $22,803 | $2,850iApproximate average salary by contribution assumption: employee only about $71,259 at 4% or $47,506 at 6%; with 50% employer match about $47,506 at 4% or $31,671 at 6%; with 100% employer match about $35,630 at 4% or $23,753 at 6%. |
| FAR WEST CENTER | - | 8 | $826,102 | $22,803 | $2,850iApproximate average salary by contribution assumption: employee only about $71,259 at 4% or $47,506 at 6%; with 50% employer match about $47,506 at 4% or $31,671 at 6%; with 100% employer match about $35,630 at 4% or $23,753 at 6%. |
| Far West Center 403B Pension Plan | - | 5 | $59,702 | - | - |
| 2021 | 2 | 9 | $1,084,321 | $24,222 | $2,691iApproximate average salary by contribution assumption: employee only about $67,283 at 4% or $44,856 at 6%; with 50% employer match about $44,856 at 4% or $29,904 at 6%; with 100% employer match about $33,642 at 4% or $22,428 at 6%. |
| FAR WEST CENTER | - | 9 | $1,023,100 | $24,222 | $2,691iApproximate average salary by contribution assumption: employee only about $67,283 at 4% or $44,856 at 6%; with 50% employer match about $44,856 at 4% or $29,904 at 6%; with 100% employer match about $33,642 at 4% or $22,428 at 6%. |
| Far West Center 403B Pension Plan | - | 6 | $61,221 | - | - |
| 2020 | 2 | 9 | $924,981 | $26,501 | $2,945iApproximate average salary by contribution assumption: employee only about $73,614 at 4% or $49,076 at 6%; with 50% employer match about $49,076 at 4% or $32,717 at 6%; with 100% employer match about $36,807 at 4% or $24,538 at 6%. |
| FAR WEST CENTER | - | 9 | $865,637 | $26,501 | $2,945iApproximate average salary by contribution assumption: employee only about $73,614 at 4% or $49,076 at 6%; with 50% employer match about $49,076 at 4% or $32,717 at 6%; with 100% employer match about $36,807 at 4% or $24,538 at 6%. |
| Far West Center 403B Pension Plan | - | 6 | $59,344 | $0 | - |
| 2019 | 2 | 8 | $761,707 | $21,552 | $2,694iApproximate average salary by contribution assumption: employee only about $67,350 at 4% or $44,900 at 6%; with 50% employer match about $44,900 at 4% or $29,933 at 6%; with 100% employer match about $33,675 at 4% or $22,450 at 6%. |
| FAR WEST CENTER | - | 8 | $703,926 | $21,552 | $2,694iApproximate average salary by contribution assumption: employee only about $67,350 at 4% or $44,900 at 6%; with 50% employer match about $44,900 at 4% or $29,933 at 6%; with 100% employer match about $33,675 at 4% or $22,450 at 6%. |
| Far West Center 403B Pension Plan | - | 6 | $57,781 | $0 | - |
| 2018 | 2 | 8 | $612,489 | $21,187 | $2,648iApproximate average salary by contribution assumption: employee only about $66,209 at 4% or $44,140 at 6%; with 50% employer match about $44,140 at 4% or $29,426 at 6%; with 100% employer match about $33,105 at 4% or $22,070 at 6%. |
| FAR WEST CENTER | - | 8 | $556,519 | $21,187 | $2,648iApproximate average salary by contribution assumption: employee only about $66,209 at 4% or $44,140 at 6%; with 50% employer match about $44,140 at 4% or $29,426 at 6%; with 100% employer match about $33,105 at 4% or $22,070 at 6%. |
| Far West Center 403B Pension Plan | - | 6 | $55,970 | - | - |
| 2017 | 1 | 8 | $572,400 | $20,817 | $2,602iApproximate average salary by contribution assumption: employee only about $65,053 at 4% or $43,369 at 6%; with 50% employer match about $43,369 at 4% or $28,913 at 6%; with 100% employer match about $32,527 at 4% or $21,684 at 6%. |
| FAR WEST CENTER | - | 8 | $572,400 | $20,817 | $2,602iApproximate average salary by contribution assumption: employee only about $65,053 at 4% or $43,369 at 6%; with 50% employer match about $43,369 at 4% or $28,913 at 6%; with 100% employer match about $32,527 at 4% or $21,684 at 6%. |
| 2016 | 2 | 9 | $543,090 | $74,362 | $8,262iApproximate average salary by contribution assumption: employee only about $206,561 at 4% or $137,707 at 6%; with 50% employer match about $137,707 at 4% or $91,805 at 6%; with 100% employer match about $103,281 at 4% or $68,854 at 6%. |
| FAR WEST CENTER | - | 9 | $468,930 | $74,362 | $8,262iApproximate average salary by contribution assumption: employee only about $206,561 at 4% or $137,707 at 6%; with 50% employer match about $137,707 at 4% or $91,805 at 6%; with 100% employer match about $103,281 at 4% or $68,854 at 6%. |
| Far West Center 403B Pension Plan | - | 7 | $74,160 | - | - |
| 2015 | 2 | 8 | $466,350 | $37,517 | $4,690iApproximate average salary by contribution assumption: employee only about $117,241 at 4% or $78,160 at 6%; with 50% employer match about $78,160 at 4% or $52,107 at 6%; with 100% employer match about $58,620 at 4% or $39,080 at 6%. |
| FAR WEST CENTER | - | 8 | $393,783 | $37,517 | $4,690iApproximate average salary by contribution assumption: employee only about $117,241 at 4% or $78,160 at 6%; with 50% employer match about $78,160 at 4% or $52,107 at 6%; with 100% employer match about $58,620 at 4% or $39,080 at 6%. |
| Far West Center 403B Pension Plan | - | 7 | $72,567 | - | - |
| 2014 | 2 | 8 | $433,055 | $13,845 | $1,731iApproximate average salary by contribution assumption: employee only about $43,266 at 4% or $28,844 at 6%; with 50% employer match about $28,844 at 4% or $19,229 at 6%; with 100% employer match about $21,633 at 4% or $14,422 at 6%. |
| FAR WEST CENTER | - | 8 | $361,961 | $13,845 | $1,731iApproximate average salary by contribution assumption: employee only about $43,266 at 4% or $28,844 at 6%; with 50% employer match about $28,844 at 4% or $19,229 at 6%; with 100% employer match about $21,633 at 4% or $14,422 at 6%. |
| Far West Center 403B Pension Plan | - | 7 | $71,094 | - | - |
| 2013 | 2 | 9 | $392,251 | $13,845 | $1,538iApproximate average salary by contribution assumption: employee only about $38,458 at 4% or $25,639 at 6%; with 50% employer match about $25,639 at 4% or $17,093 at 6%; with 100% employer match about $19,229 at 4% or $12,819 at 6%. |
| FAR WEST CENTER | - | 9 | $322,820 | $13,845 | $1,538iApproximate average salary by contribution assumption: employee only about $38,458 at 4% or $25,639 at 6%; with 50% employer match about $25,639 at 4% or $17,093 at 6%; with 100% employer match about $19,229 at 4% or $12,819 at 6%. |
| Far West Center 403B Pension Plan | - | 7 | $69,431 | - | - |
| 2012 | 2 | 10 | $323,343 | $14,904 | $1,490iApproximate average salary by contribution assumption: employee only about $37,260 at 4% or $24,840 at 6%; with 50% employer match about $24,840 at 4% or $16,560 at 6%; with 100% employer match about $18,630 at 4% or $12,420 at 6%. |
| FAR WEST CENTER | - | 10 | $255,816 | $14,904 | $1,490iApproximate average salary by contribution assumption: employee only about $37,260 at 4% or $24,840 at 6%; with 50% employer match about $24,840 at 4% or $16,560 at 6%; with 100% employer match about $18,630 at 4% or $12,420 at 6%. |
| Far West Center 403B Pension Plan | - | 7 | $67,527 | - | - |
| 2011 | 2 | 10 | $378,445 | $24,067 | $2,407iApproximate average salary by contribution assumption: employee only about $60,167 at 4% or $40,112 at 6%; with 50% employer match about $40,112 at 4% or $26,741 at 6%; with 100% employer match about $30,084 at 4% or $20,056 at 6%. |
| Far West Center 403B Pension Plan | - | 10 | $312,564 | $24,067 | $2,407iApproximate average salary by contribution assumption: employee only about $60,167 at 4% or $40,112 at 6%; with 50% employer match about $40,112 at 4% or $26,741 at 6%; with 100% employer match about $30,084 at 4% or $20,056 at 6%. |
| Far West Center 403B Pension Plan | - | 7 | $65,881 | - | - |
| 2010 | 3 | 12 | $610,146 | $32,336 | $2,695iApproximate average salary by contribution assumption: employee only about $67,367 at 4% or $44,911 at 6%; with 50% employer match about $44,911 at 4% or $29,941 at 6%; with 100% employer match about $33,683 at 4% or $22,456 at 6%. |
| FAR WEST CENTER | - | 12 | $295,313 | $32,336 | $2,695iApproximate average salary by contribution assumption: employee only about $67,367 at 4% or $44,911 at 6%; with 50% employer match about $44,911 at 4% or $29,941 at 6%; with 100% employer match about $33,683 at 4% or $22,456 at 6%. |
| Far West Center 403B Pension Plan | - | 0 | $226,351 | $0 | - |
| Far West Center 403B Pension Plan | - | 9 | $88,482 | - | - |
| 2009 | 2 | 36 | $306,257 | $31,638 | $879iApproximate average salary by contribution assumption: employee only about $21,971 at 4% or $14,647 at 6%; with 50% employer match about $14,647 at 4% or $9,765 at 6%; with 100% employer match about $10,985 at 4% or $7,324 at 6%. |
| FAR WEST CENTER 401(K) PROFIT SHARING PLAN & TRUST | - | 36 | $237,203 | $31,638 | $879iApproximate average salary by contribution assumption: employee only about $21,971 at 4% or $14,647 at 6%; with 50% employer match about $14,647 at 4% or $9,765 at 6%; with 100% employer match about $10,985 at 4% or $7,324 at 6%. |
| Far West Center 403B Pension Plan | - | 2 | $69,054 | - | - |
| 2008 | 1 | 17 | $178,631 | $41,397 | $2,435iApproximate average salary by contribution assumption: employee only about $60,878 at 4% or $40,585 at 6%; with 50% employer match about $40,585 at 4% or $27,057 at 6%; with 100% employer match about $30,439 at 4% or $20,293 at 6%. |
| Far West Center 403B Pension Plan | - | 17 | $178,631 | $41,397 | $2,435iApproximate average salary by contribution assumption: employee only about $60,878 at 4% or $40,585 at 6%; with 50% employer match about $40,585 at 4% or $27,057 at 6%; with 100% employer match about $30,439 at 4% or $20,293 at 6%. |
| 2007 | 1 | 20 | $391,934 | $38,491 | $1,925iApproximate average salary by contribution assumption: employee only about $48,114 at 4% or $32,076 at 6%; with 50% employer match about $32,076 at 4% or $21,384 at 6%; with 100% employer match about $24,057 at 4% or $16,038 at 6%. |
| Far West Center 403B Pension Plan | - | 20 | $391,934 | $38,491 | $1,925iApproximate average salary by contribution assumption: employee only about $48,114 at 4% or $32,076 at 6%; with 50% employer match about $32,076 at 4% or $21,384 at 6%; with 100% employer match about $24,057 at 4% or $16,038 at 6%. |
| 2006 | 1 | 25 | $367,406 | $79,522 | $3,181iApproximate average salary by contribution assumption: employee only about $79,522 at 4% or $53,015 at 6%; with 50% employer match about $53,015 at 4% or $35,343 at 6%; with 100% employer match about $39,761 at 4% or $26,507 at 6%. |
| Far West Center 403B Pension Plan | - | 25 | $367,406 | $79,522 | $3,181iApproximate average salary by contribution assumption: employee only about $79,522 at 4% or $53,015 at 6%; with 50% employer match about $53,015 at 4% or $35,343 at 6%; with 100% employer match about $39,761 at 4% or $26,507 at 6%. |
| 2005 | 1 | 23 | $266,425 | $39,810 | $1,731iApproximate average salary by contribution assumption: employee only about $43,272 at 4% or $28,848 at 6%; with 50% employer match about $28,848 at 4% or $19,232 at 6%; with 100% employer match about $21,636 at 4% or $14,424 at 6%. |
| Far West Center 403B Pension Plan | - | 23 | $266,425 | $39,810 | $1,731iApproximate average salary by contribution assumption: employee only about $43,272 at 4% or $28,848 at 6%; with 50% employer match about $28,848 at 4% or $19,232 at 6%; with 100% employer match about $21,636 at 4% or $14,424 at 6%. |
| 2004 | 1 | 27 | $214,826 | $30,105 | $1,115iApproximate average salary by contribution assumption: employee only about $27,875 at 4% or $18,583 at 6%; with 50% employer match about $18,583 at 4% or $12,389 at 6%; with 100% employer match about $13,938 at 4% or $9,292 at 6%. |
| Far West Center 403B Pension Plan | - | 27 | $214,826 | $30,105 | $1,115iApproximate average salary by contribution assumption: employee only about $27,875 at 4% or $18,583 at 6%; with 50% employer match about $18,583 at 4% or $12,389 at 6%; with 100% employer match about $13,938 at 4% or $9,292 at 6%. |
| 2003 | 1 | 23 | $215,282 | $41,686 | $1,812iApproximate average salary by contribution assumption: employee only about $45,311 at 4% or $30,207 at 6%; with 50% employer match about $30,207 at 4% or $20,138 at 6%; with 100% employer match about $22,655 at 4% or $15,104 at 6%. |
| Far West Center 403B Pension Plan | - | 23 | $215,282 | $41,686 | $1,812iApproximate average salary by contribution assumption: employee only about $45,311 at 4% or $30,207 at 6%; with 50% employer match about $30,207 at 4% or $20,138 at 6%; with 100% employer match about $22,655 at 4% or $15,104 at 6%. |
| 2002 | 1 | 0 | $138,486 | $42,899 | - |
| Far West Center 403B Pension Plan | - | 0 | $138,486 | $42,899 | - |
| 2001 | 1 | 23 | $127,562 | $45,362 | $1,972iApproximate average salary by contribution assumption: employee only about $49,307 at 4% or $32,871 at 6%; with 50% employer match about $32,871 at 4% or $21,914 at 6%; with 100% employer match about $24,653 at 4% or $16,436 at 6%. |
| Far West Center 403B Pension Plan | Current | 23 | $127,562 | $45,362 | $1,972iApproximate average salary by contribution assumption: employee only about $49,307 at 4% or $32,871 at 6%; with 50% employer match about $32,871 at 4% or $21,914 at 6%; with 100% employer match about $24,653 at 4% or $16,436 at 6%. |
| 2000 | 1 | 11 | $0 | $0 | - |
| Far West Center 403B Pension Plan | - | 11 | - | - | - |
| 1999 | 1 | 19 | $531,275 | $9,915 | $522iApproximate average salary by contribution assumption: employee only about $13,046 at 4% or $8,697 at 6%; with 50% employer match about $8,697 at 4% or $5,798 at 6%; with 100% employer match about $6,523 at 4% or $4,349 at 6%. |
| Far West Center 403B Pension Plan | - | 19 | $531,275 | $9,915 | $522iApproximate average salary by contribution assumption: employee only about $13,046 at 4% or $8,697 at 6%; with 50% employer match about $8,697 at 4% or $5,798 at 6%; with 100% employer match about $6,523 at 4% or $4,349 at 6%. |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$127,562$30,601 change
Balance Sheet
Beginning and end of plan year.
Total assets$96,961$127,562Increase +$30,601 (31.56%)
Total liabilities$0$0No change $0
Net assets$96,961$127,562Increase +$30,601 (31.56%)
Contributions
Employer contributions$0
Participant contributions$45,362
Other contributions$0
Income & Expenses
Total income$32,898
Total expenses$2,298
Net income$30,600
Source fields
- Schedule I source fields
- Filing Id
- 84037347316032
- Schedule I EIN
- 34-1138269
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2001-01-01
- Schedule I Tax Period
- 20011231
- Small plan total assets at beginning of year
- $96,961
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $96,961
- Small plan total assets at end of year
- $127,562
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $127,562
- Small plan employer contributions
- $0
- Small plan participant contributions
- $45,362
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-12,464
- Small plan total income
- $32,898
- Small plan total benefit distributions
- $2,298
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $2,298
- Small plan net income or loss
- $30,600
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $80,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN16-1470238
Transfers
Distributed property value$0
Schedule R source fields
- Payor 16-1470238
- Filing Id
- 84037347316032
- Schedule R EIN
- 34-1138269
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2001-01-01
- Schedule R Tax Period
- 20011231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 16-1470238
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0