401k Plan data: NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN plan

NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN
Plan identification number	001

NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

NATHAN ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name: NATHAN ASSOCIATES INC.

Employer identification number (EIN): 530181887

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about NATHAN ASSOCIATES INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 0410718

More information about NATHAN ASSOCIATES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 KRISTEN MACK 2018-09-17
001 2017-01-01 KRISTEN MACK 2018-09-17
001 2016-01-01 PAUL WISE 2017-10-16
001 2015-01-01 PAUL WISE 2016-07-21
001 2014-01-01 BRIAN GIESELER 2015-10-07
001 2013-01-01 JOEL REISER 2014-11-14 JOEL REISER 2014-11-14
001 2012-01-01 JOEL REISER 2013-10-15 JOEL REISER 2013-10-15
001 2011-01-01 MARVIN MORRIS 2012-10-11 MARVIN MORRIS 2012-10-11
001 2010-01-01 MARVIN MORRIS 2011-10-12 MARVIN MORRIS 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	KRISTEN MACK	2018-09-17
001	2017-01-01	KRISTEN MACK	2018-09-17
001	2016-01-01	PAUL WISE	2017-10-16
001	2015-01-01	PAUL WISE	2016-07-21
001	2014-01-01	BRIAN GIESELER	2015-10-07
001	2013-01-01	JOEL REISER	2014-11-14	JOEL REISER	2014-11-14
001	2012-01-01	JOEL REISER	2013-10-15	JOEL REISER	2013-10-15
001	2011-01-01	MARVIN MORRIS	2012-10-11	MARVIN MORRIS	2012-10-11
001	2010-01-01	MARVIN MORRIS	2011-10-12	MARVIN MORRIS	2011-10-12

Plan Statistics for NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN

401k plan membership statisitcs for NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN

Measure Date Value
2017: NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets 2017-12-31 8,479,750
Acturial value of plan assets 2017-12-31 8,479,750
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 5,887,389
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 20,253
Active participant vested funding target 2017-12-31 633,466
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 633,466
Total participant count 2017-12-31 49
Total funding target for all participants 2017-12-31 6,541,108
Balance at beginning of prior year after applicable adjustments 2017-12-31 1,595,439
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 1,595,439
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 123,401
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 130,546
Balance of carryovers at beginning of current year 2017-12-31 1,712,385
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 150,534
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 148,377
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 67,000
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 148,377
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets 2016-12-31 8,829,846
Acturial value of plan assets 2016-12-31 8,829,846
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 6,004,555
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 264,221
Active participant vested funding target 2016-12-31 578,726
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 578,726
Total participant count 2016-12-31 50
Total funding target for all participants 2016-12-31 6,847,502
Balance at beginning of prior year after applicable adjustments 2016-12-31 1,775,624
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 167,805
Amount remaining of carryover balance 2016-12-31 1,607,819
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 54,545
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 57,834
Balance of carryovers at beginning of current year 2016-12-31 1,595,439
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 127,412
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 123,401
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 66,000
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 123,401
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets	2017-12-31	8,479,750
Acturial value of plan assets	2017-12-31	8,479,750
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	5,887,389
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	20,253
Active participant vested funding target	2017-12-31	633,466
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	633,466
Total participant count	2017-12-31	49
Total funding target for all participants	2017-12-31	6,541,108
Balance at beginning of prior year after applicable adjustments	2017-12-31	1,595,439
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	1,595,439
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	123,401
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	130,546
Balance of carryovers at beginning of current year	2017-12-31	1,712,385
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	150,534
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	148,377
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	67,000
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	148,377
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NATHAN ASSOCIATES INC. RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets	2016-12-31	8,829,846
Acturial value of plan assets	2016-12-31	8,829,846
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	6,004,555
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	264,221
Active participant vested funding target	2016-12-31	578,726
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	578,726
Total participant count	2016-12-31	50
Total funding target for all participants	2016-12-31	6,847,502
Balance at beginning of prior year after applicable adjustments	2016-12-31	1,775,624
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	167,805
Amount remaining of carryover balance	2016-12-31	1,607,819
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	54,545
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	57,834
Balance of carryovers at beginning of current year	2016-12-31	1,595,439
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	127,412
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	123,401
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	66,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	123,401
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	NATHAN ASSOCIATES INC.
Employer identification number (EIN):	530181887
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	0410718