401k Plan data: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN plan

NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 401k Plan overview

Plan Name	NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN
Plan identification number	001

NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN Benefits

401k Plan Type

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

401k Sponsoring company profile

NATIONAL ASSOCIATION OF FOREIGN TRA E ZONES has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL ASSOCIATION OF FOREIGN TRA E ZONES

Employer identification number (EIN): 237417702

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 MORRIS MELVIN MORRIS MELVIN 2019-06-11
001 2017-01-01 MORRIS MELVIN MORRIS MELVIN 2018-07-27
001 2016-01-01 MORRIS MELVIN MORRIS MELVIN 2017-05-25
001 2015-01-01 MORRIS MELVIN MORRIS MELVIN 2016-07-06
001 2014-01-01 DANIEL GRISWOLD DANIEL GRISWOLD 2015-07-24
001 2013-01-01 MATTHEW DOUGHERTY MATTHEW DOUGHERTY 2014-07-15
001 2012-01-01 MATTHEW DOUGHERTY MATTHEW DOUGHERTY 2013-07-25
001 2009-01-01 WILLARD BERRY WILLARD BERRY 2010-07-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01	MORRIS MELVIN	MORRIS MELVIN	2019-06-11
001	2017-01-01	MORRIS MELVIN	MORRIS MELVIN	2018-07-27
001	2016-01-01	MORRIS MELVIN	MORRIS MELVIN	2017-05-25
001	2015-01-01	MORRIS MELVIN	MORRIS MELVIN	2016-07-06
001	2014-01-01	DANIEL GRISWOLD	DANIEL GRISWOLD	2015-07-24
001	2013-01-01	MATTHEW DOUGHERTY	MATTHEW DOUGHERTY	2014-07-15
001	2012-01-01	MATTHEW DOUGHERTY	MATTHEW DOUGHERTY	2013-07-25
001	2009-01-01	WILLARD BERRY	WILLARD BERRY	2010-07-29

Plan Statistics for NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN

Measure Date Value
2023: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 4
Total of all active and inactive participants 2023-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 11
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	4
Total of all active and inactive participants	2023-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	11
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN

Measure	Date	Value
2023 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$202,067
Expenses. Total of all expenses incurred	2023-12-31	$66,772
Benefits paid (including direct rollovers)	2023-12-31	$66,697
Total plan assets at end of year	2023-12-31	$600,317
Total plan assets at beginning of year	2023-12-31	$465,022
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$28,983
Contributions received from other sources (not participants or employers)	2023-12-31	$38,780
Other income received	2023-12-31	$117,222
Net income (gross income less expenses)	2023-12-31	$135,295
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$600,317
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$465,022
Total contributions received or receivable from employer(s)	2023-12-31	$17,082
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$75
2022 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-76,571
Expenses. Total of all expenses incurred	2022-12-31	$145
Total plan assets at end of year	2022-12-31	$465,022
Total plan assets at beginning of year	2022-12-31	$541,738
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$22,533
Other income received	2022-12-31	$-115,580
Net income (gross income less expenses)	2022-12-31	$-76,716
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$465,022
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$541,738
Assets. Value of participant loans	2022-12-31	$30,821
Total contributions received or receivable from employer(s)	2022-12-31	$16,476
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$145
2021 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$185,237
Expenses. Total of all expenses incurred	2021-12-31	$144,479
Benefits paid (including direct rollovers)	2021-12-31	$144,299
Total plan assets at end of year	2021-12-31	$541,738
Total plan assets at beginning of year	2021-12-31	$500,980
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$45,026
Other income received	2021-12-31	$123,361
Net income (gross income less expenses)	2021-12-31	$40,758
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$541,738
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$500,980
Assets. Value of participant loans	2021-12-31	$981
Total contributions received or receivable from employer(s)	2021-12-31	$16,850
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$180
2020 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$156,387
Expenses. Total of all expenses incurred	2020-12-31	$1,130
Benefits paid (including direct rollovers)	2020-12-31	$950
Total plan assets at end of year	2020-12-31	$500,980
Total plan assets at beginning of year	2020-12-31	$345,723
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$50,762
Other income received	2020-12-31	$85,674
Net income (gross income less expenses)	2020-12-31	$155,257
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$500,980
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$345,723
Assets. Value of participant loans	2020-12-31	$3,718
Total contributions received or receivable from employer(s)	2020-12-31	$19,951
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$180
2019 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$133,570
Expenses. Total of all expenses incurred	2019-12-31	$100
Total plan assets at end of year	2019-12-31	$345,723
Total plan assets at beginning of year	2019-12-31	$212,253
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$46,715
Other income received	2019-12-31	$67,327
Net income (gross income less expenses)	2019-12-31	$133,470
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$345,723
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$212,253
Assets. Value of participant loans	2019-12-31	$6,221
Total contributions received or receivable from employer(s)	2019-12-31	$19,528
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$100
2018 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$42,410
Expenses. Total of all expenses incurred	2018-12-31	$145
Total plan assets at end of year	2018-12-31	$212,253
Total plan assets at beginning of year	2018-12-31	$169,988
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$40,090
Other income received	2018-12-31	$-14,920
Net income (gross income less expenses)	2018-12-31	$42,265
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$212,253
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$169,988
Assets. Value of participant loans	2018-12-31	$8,831
Total contributions received or receivable from employer(s)	2018-12-31	$17,240
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$145
2017 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$75,454
Expenses. Total of all expenses incurred	2017-12-31	$4,159
Benefits paid (including direct rollovers)	2017-12-31	$3,999
Total plan assets at end of year	2017-12-31	$169,988
Total plan assets at beginning of year	2017-12-31	$98,693
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$35,649
Other income received	2017-12-31	$23,655
Net income (gross income less expenses)	2017-12-31	$71,295
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$169,988
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$98,693
Total contributions received or receivable from employer(s)	2017-12-31	$16,150
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$160
2016 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$59,240
Expenses. Total of all expenses incurred	2016-12-31	$138,587
Benefits paid (including direct rollovers)	2016-12-31	$138,397
Total plan assets at end of year	2016-12-31	$98,693
Total plan assets at beginning of year	2016-12-31	$178,040
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$27,074
Other income received	2016-12-31	$17,986
Net income (gross income less expenses)	2016-12-31	$-79,347
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$98,693
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$178,040
Assets. Value of participant loans	2016-12-31	$1,800
Total contributions received or receivable from employer(s)	2016-12-31	$14,180
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$190
2015 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$46,103
Expenses. Total of all expenses incurred	2015-12-31	$14,429
Benefits paid (including direct rollovers)	2015-12-31	$14,019
Total plan assets at end of year	2015-12-31	$178,040
Total plan assets at beginning of year	2015-12-31	$146,366
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$28,942
Other income received	2015-12-31	$1,108
Net income (gross income less expenses)	2015-12-31	$31,674
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$178,040
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$146,366
Assets. Value of participant loans	2015-12-31	$1,800
Total contributions received or receivable from employer(s)	2015-12-31	$16,053
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$410
2014 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$55,498
Expenses. Total of all expenses incurred	2014-12-31	$3,892
Benefits paid (including direct rollovers)	2014-12-31	$3,842
Total plan assets at end of year	2014-12-31	$146,366
Total plan assets at beginning of year	2014-12-31	$94,760
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$27,582
Other income received	2014-12-31	$14,089
Net income (gross income less expenses)	2014-12-31	$51,606
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$146,366
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$94,760
Assets. Value of participant loans	2014-12-31	$1,800
Total contributions received or receivable from employer(s)	2014-12-31	$13,827
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50
2013 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$51,819
Expenses. Total of all expenses incurred	2013-12-31	$4,734
Benefits paid (including direct rollovers)	2013-12-31	$4,684
Total plan assets at end of year	2013-12-31	$94,760
Total plan assets at beginning of year	2013-12-31	$47,675
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$25,826
Other income received	2013-12-31	$12,634
Net income (gross income less expenses)	2013-12-31	$47,085
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$94,760
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$47,675
Assets. Value of participant loans	2013-12-31	$1,800
Total contributions received or receivable from employer(s)	2013-12-31	$13,359
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50
2012 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$32,635
Expenses. Total of all expenses incurred	2012-12-31	$2,569
Benefits paid (including direct rollovers)	2012-12-31	$2,439
Total plan assets at end of year	2012-12-31	$47,675
Total plan assets at beginning of year	2012-12-31	$17,609
Total contributions received or receivable from participants	2012-12-31	$22,750
Other income received	2012-12-31	$328
Net income (gross income less expenses)	2012-12-31	$30,066
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$47,675
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$17,609
Assets. Value of participant loans	2012-12-31	$1,800
Total contributions received or receivable from employer(s)	2012-12-31	$9,557
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$130
2010 : NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$41,015
Expenses. Total of all expenses incurred	2010-12-31	$39,223
Benefits paid (including direct rollovers)	2010-12-31	$39,203
Total plan assets at end of year	2010-12-31	$44,910
Total plan assets at beginning of year	2010-12-31	$43,118
Total contributions received or receivable from participants	2010-12-31	$30,213
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$365
Net income (gross income less expenses)	2010-12-31	$1,792
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$44,910
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$43,118
Total contributions received or receivable from employer(s)	2010-12-31	$10,437
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$20

Form 5500 Responses for NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN

2023: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: NATIONAL ASSOCIATION OF FOREIGN TRADE ZONES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NATIONAL ASSOCIATION OF FOREIGN TRA E ZONES
Employer identification number (EIN):	237417702
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations