401k Plan data: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN plan

NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 401k Plan overview

Plan Name	NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN
Plan identification number	002

NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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 SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION

Employer identification number (EIN): 530205923

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 SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 PAT BREICHNER
002 2017-01-01 LEANNE VIGLIANO
002 2016-01-01 LEANNE VIGLIANO
002 2015-01-01 LEANNE VIGLIANO
002 2014-01-01 LEANNE VIGLIANO
002 2013-01-01 LEANNE VIGLIANO
002 2012-01-01 LEANNE VIGLIANO
002 2011-01-01 LEANNE VIGLIANO
002 2010-01-01 LEANNE VIGLIANO
002 2009-01-01 LEANNE VIGLIANO

Plan Statistics for NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN

401k plan membership statisitcs for NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN

Measure Date Value
2023: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 100
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 100
Total of all active and inactive participants 2023-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 202
Number of participants with account balances 2023-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 96
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 78
Total of all active and inactive participants 2022-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 176
Number of participants with account balances 2022-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 160
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 87
Total of all active and inactive participants 2021-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 250
Number of participants with account balances 2021-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 131
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 65
Total of all active and inactive participants 2020-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 196
Number of participants with account balances 2020-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 127
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 59
Total of all active and inactive participants 2019-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 188
Number of participants with account balances 2019-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 121
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 64
Total of all active and inactive participants 2018-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 188
Number of participants with account balances 2018-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 124
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 62
Total of all active and inactive participants 2017-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 187
Number of participants with account balances 2017-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 123
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 60
Total of all active and inactive participants 2016-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 184
Number of participants with account balances 2016-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 122
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 58
Total of all active and inactive participants 2015-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 180
Number of participants with account balances 2015-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 130
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 49
Total of all active and inactive participants 2014-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 179
Number of participants with account balances 2014-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 127
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 40
Total of all active and inactive participants 2013-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 168
Number of participants with account balances 2013-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 146
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 43
Total of all active and inactive participants 2012-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 189
Number of participants with account balances 2012-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 159
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 52
Total of all active and inactive participants 2011-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 212
Number of participants with account balances 2011-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 153
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 49
Total of all active and inactive participants 2010-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 202
Number of participants with account balances 2010-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 148
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 5
Total of all active and inactive participants 2009-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 153
Number of participants with account balances 2009-01-01 85
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 SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	100
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	100
Total of all active and inactive participants	2023-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	202
Number of participants with account balances	2023-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	96
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	78
Total of all active and inactive participants	2022-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	176
Number of participants with account balances	2022-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	160
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	87
Total of all active and inactive participants	2021-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	250
Number of participants with account balances	2021-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	131
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	65
Total of all active and inactive participants	2020-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	196
Number of participants with account balances	2020-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	127
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	59
Total of all active and inactive participants	2019-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	188
Number of participants with account balances	2019-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	121
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	64
Total of all active and inactive participants	2018-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	188
Number of participants with account balances	2018-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	124
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	62
Total of all active and inactive participants	2017-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	187
Number of participants with account balances	2017-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	123
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	60
Total of all active and inactive participants	2016-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	184
Number of participants with account balances	2016-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	122
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	58
Total of all active and inactive participants	2015-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	180
Number of participants with account balances	2015-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	130
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	49
Total of all active and inactive participants	2014-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	179
Number of participants with account balances	2014-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	127
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	40
Total of all active and inactive participants	2013-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	168
Number of participants with account balances	2013-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	146
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	43
Total of all active and inactive participants	2012-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	189
Number of participants with account balances	2012-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	159
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	52
Total of all active and inactive participants	2011-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	212
Number of participants with account balances	2011-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	153
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	49
Total of all active and inactive participants	2010-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	202
Number of participants with account balances	2010-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	148
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	5
Total of all active and inactive participants	2009-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	153
Number of participants with account balances	2009-01-01	85
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 SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN

Measure	Date	Value
2023 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,457,771
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,157,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,137,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$817,078
Value of total assets at end of year	2023-12-31	$13,943,643
Value of total assets at beginning of year	2023-12-31	$12,642,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$19,230
Total interest from all sources	2023-12-31	$2,673
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$216,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$216,879
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$516,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,300,658
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$13,943,643
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$12,642,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$13,929,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$12,642,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$13,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$2,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,421,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$300,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,137,883
Contract administrator fees	2023-12-31	$17,167
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2023-12-31	043499945
2022 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,243,682
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$216,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$198,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$775,921
Value of total assets at end of year	2022-12-31	$12,642,985
Value of total assets at beginning of year	2022-12-31	$15,103,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$18,138
Total interest from all sources	2022-12-31	$2,056
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$689,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$689,673
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$492,495
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,460,623
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,642,985
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,103,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,642,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,103,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,711,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$283,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$198,803
Contract administrator fees	2022-12-31	$18,138
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,889,434
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,038,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,034,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$779,470
Value of total assets at end of year	2021-12-31	$15,103,608
Value of total assets at beginning of year	2021-12-31	$14,252,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,383
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,132,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,132,047
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$383,161
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$133,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$851,192
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,103,608
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,252,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,103,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,252,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$977,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$262,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,034,859
Contract administrator fees	2021-12-31	$3,383
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,506,505
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$967,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$964,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$929,149
Value of total assets at end of year	2020-12-31	$14,252,416
Value of total assets at beginning of year	2020-12-31	$11,713,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,190
Total interest from all sources	2020-12-31	$608
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$761,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$761,135
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$357,683
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$333,812
Administrative expenses (other) incurred	2020-12-31	$3,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,538,877
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,252,416
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,713,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,252,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,713,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$608
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,815,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$237,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$964,438
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,010,085
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$927,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$923,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$737,865
Value of total assets at end of year	2019-12-31	$11,713,539
Value of total assets at beginning of year	2019-12-31	$9,630,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,210
Total interest from all sources	2019-12-31	$3,848
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$572,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$572,191
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$340,336
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$190,285
Administrative expenses (other) incurred	2019-12-31	$3,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,082,930
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,713,539
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,630,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,713,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,630,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,696,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$207,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$923,945
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-40,448
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$478,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$475,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$542,132
Value of total assets at end of year	2018-12-31	$9,630,609
Value of total assets at beginning of year	2018-12-31	$10,149,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,220
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$663,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$663,919
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$335,345
Administrative expenses (other) incurred	2018-12-31	$3,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-518,810
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,630,609
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,149,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,630,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,149,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,246,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$206,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$475,142
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,228,305
Total of all expenses incurred	2017-12-31	$106,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$103,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$553,465
Value of total assets at end of year	2017-12-31	$10,149,419
Value of total assets at beginning of year	2017-12-31	$8,027,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,026
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$448,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$448,413
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$340,831
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,462
Administrative expenses (other) incurred	2017-12-31	$3,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,121,925
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,149,419
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,027,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,149,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,027,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,226,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$209,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$103,354
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,043,638
Total of all expenses incurred	2016-12-31	$478,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$475,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$514,603
Value of total assets at end of year	2016-12-31	$8,027,494
Value of total assets at beginning of year	2016-12-31	$7,462,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,135
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$287,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$287,488
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$323,161
Participant contributions at beginning of year	2016-12-31	$12,120
Administrative expenses (other) incurred	2016-12-31	$3,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$565,127
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,027,494
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,462,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,027,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,443,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$241,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$191,442
Employer contributions (assets) at beginning of year	2016-12-31	$6,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$475,376
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$797,060
Total of all expenses incurred	2015-12-31	$257,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$254,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$738,851
Value of total assets at end of year	2015-12-31	$7,462,367
Value of total assets at beginning of year	2015-12-31	$6,922,903
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,710
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$388,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$388,298
Administrative expenses professional fees incurred	2015-12-31	$2,710
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$366,934
Participant contributions at end of year	2015-12-31	$12,120
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$178,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$539,464
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,462,367
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,922,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,443,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,922,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-330,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$193,285
Employer contributions (assets) at end of year	2015-12-31	$6,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$254,886
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,069,906
Total of all expenses incurred	2014-12-31	$646,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$644,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$571,669
Value of total assets at end of year	2014-12-31	$6,922,903
Value of total assets at beginning of year	2014-12-31	$6,499,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,650
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$422,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$422,733
Administrative expenses professional fees incurred	2014-12-31	$2,650
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$357,105
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$31,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$422,962
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,922,903
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,499,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,922,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,499,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$75,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$183,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$644,294
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2014-12-31	043499945
2013 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,566,093
Total of all expenses incurred	2013-12-31	$525,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$523,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$494,915
Value of total assets at end of year	2013-12-31	$6,499,941
Value of total assets at beginning of year	2013-12-31	$5,459,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,523
Total interest from all sources	2013-12-31	$25
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$284,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$284,641
Administrative expenses professional fees incurred	2013-12-31	$2,523
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$315,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,040,437
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,499,941
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,459,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,499,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,459,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$786,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$179,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$523,133
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2013-12-31	043499945
2012 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,093,461
Total of all expenses incurred	2012-12-31	$1,462,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,460,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$500,019
Value of total assets at end of year	2012-12-31	$5,459,504
Value of total assets at beginning of year	2012-12-31	$5,828,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,565
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$125,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$125,214
Administrative expenses professional fees incurred	2012-12-31	$2,565
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$316,091
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$1,257,534
Total non interest bearing cash at beginning of year	2012-12-31	$48,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-369,462
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,459,504
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,828,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,459,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,623,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$480,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$480,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$676,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$468,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$183,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$202,824
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARON AND BLETZER, PLLC
Accountancy firm EIN	2012-12-31	043499945
2011 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$458,317
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$299,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$296,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$516,917
Value of total assets at end of year	2011-12-31	$5,828,966
Value of total assets at beginning of year	2011-12-31	$5,670,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,946
Total interest from all sources	2011-12-31	$27,263
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$129,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$129,303
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$327,937
Administrative expenses (other) incurred	2011-12-31	$2,946
Total non interest bearing cash at end of year	2011-12-31	$48,010
Total non interest bearing cash at beginning of year	2011-12-31	$48,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$158,505
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,828,966
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,670,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,623,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,495,826
Interest earned on other investments	2011-12-31	$27,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$480,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$460,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$460,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$676,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$665,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-215,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$188,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$296,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,087,003
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$238,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$235,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$504,067
Value of total assets at end of year	2010-12-31	$5,670,461
Value of total assets at beginning of year	2010-12-31	$4,822,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,910
Total interest from all sources	2010-12-31	$697
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$110,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$110,931
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$309,678
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,772
Total non interest bearing cash at end of year	2010-12-31	$48,388
Total non interest bearing cash at beginning of year	2010-12-31	$61,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$848,423
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,670,461
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,822,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,495,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,718,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$460,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$386,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$386,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$665,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$654,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$471,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$186,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$235,670
Contract administrator fees	2010-12-31	$2,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LARSONALLEN LLP
Accountancy firm EIN	2010-12-31	410746749

Form 5500 Responses for NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN

2023: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) 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 – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC3864

Policy instance

Insurance contract or identification number	VC3864
Number of Individuals Covered	21
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,631
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC3864

Policy instance

Insurance contract or identification number	VC3864
Number of Individuals Covered	21
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,590
Total amount of fees paid to insurance company	USD $28
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $795
Amount paid for insurance broker fees	28
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	MULLOY ROBERT

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION
Employer identification number (EIN):	530205923
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations