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NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 401k Plan overview

Plan NameNATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN
Plan identification number 003

NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL WESTERN LIFE INS CO has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL WESTERN LIFE INS CO
Employer identification number (EIN):840467208
NAIC Classification:524140

Additional information about NATIONAL WESTERN LIFE INS CO

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1956-07-16
Company Identification Number: 19871133108
Legal Registered Office Address: 7700 E Arapahoe Rd Ste 220

Centennial
United States of America (USA)
80112

More information about NATIONAL WESTERN LIFE INS CO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01PATRICK JOHNSON2019-09-22
0032017-01-01PATRICK JOHNSON
0032016-01-01PATRICK JOHNSON
0032015-01-01JIM EGAN
0032014-01-01JIM EGAN
0032013-01-01JIM EGAN
0032012-01-01JIM EGAN
0032011-01-01PAUL ROBIN JIM EGAN2012-09-12
0032010-01-01LINDA WISHARD
0032009-01-01LINDA WISHARD

Plan Statistics for NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN

401k plan membership statisitcs for NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN

Measure Date Value
2023: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01511
Total number of active participants reported on line 7a of the Form 55002023-01-01337
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-01204
Total of all active and inactive participants2023-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01546
Number of participants with account balances2023-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-019
2022: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01485
Total number of active participants reported on line 7a of the Form 55002022-01-01316
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01184
Total of all active and inactive participants2022-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01505
Number of participants with account balances2022-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01460
Total number of active participants reported on line 7a of the Form 55002021-01-01319
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01156
Total of all active and inactive participants2021-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01480
Number of participants with account balances2021-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0150
2020: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01381
Total number of active participants reported on line 7a of the Form 55002020-01-01288
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01396
Number of participants with account balances2020-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01367
Total number of active participants reported on line 7a of the Form 55002019-01-01274
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01100
Total of all active and inactive participants2019-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01378
Number of participants with account balances2019-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01356
Total number of active participants reported on line 7a of the Form 55002018-01-01274
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0188
Total of all active and inactive participants2018-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01365
Number of participants with account balances2018-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01344
Total number of active participants reported on line 7a of the Form 55002017-01-01269
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01350
Number of participants with account balances2017-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01335
Total number of active participants reported on line 7a of the Form 55002016-01-01267
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01344
Number of participants with account balances2016-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01344
Total number of active participants reported on line 7a of the Form 55002015-01-01265
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01335
Number of participants with account balances2015-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01346
Total number of active participants reported on line 7a of the Form 55002014-01-01270
Number of retired or separated participants receiving benefits2014-01-0173
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01344
Number of participants with account balances2014-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01342
Total number of active participants reported on line 7a of the Form 55002013-01-01285
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01346
Number of participants with account balances2013-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01330
Total number of active participants reported on line 7a of the Form 55002012-01-01280
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01342
Number of participants with account balances2012-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01337
Total number of active participants reported on line 7a of the Form 55002011-01-01265
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01330
Number of participants with account balances2011-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01322
Total number of active participants reported on line 7a of the Form 55002010-01-01288
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0149
Total of all active and inactive participants2010-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01337
Number of participants with account balances2010-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01317
Total number of active participants reported on line 7a of the Form 55002009-01-01287
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01330
Number of participants with account balances2009-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN

Measure Date Value
2023 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$10,919,755
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,791,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,654,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,196,690
Value of total assets at end of year2023-12-31$45,438,158
Value of total assets at beginning of year2023-12-31$37,309,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$137,030
Total interest from all sources2023-12-31$26,047
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,434,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,434,347
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,079,183
Participant contributions at end of year2023-12-31$411,905
Participant contributions at beginning of year2023-12-31$432,420
Participant contributions at beginning of year2023-12-31$9,592
Assets. Other investments not covered elsewhere at end of year2023-12-31$179,999
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$696
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,180,101
Other income not declared elsewhere2023-12-31$85,884
Total non interest bearing cash at end of year2023-12-31$22,385
Total non interest bearing cash at beginning of year2023-12-31$2,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,128,264
Value of net assets at end of year (total assets less liabilities)2023-12-31$45,438,158
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$37,309,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$39,787,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$31,487,426
Interest on participant loans2023-12-31$26,047
Value of interest in common/collective trusts at end of year2023-12-31$4,794,216
Value of interest in common/collective trusts at beginning of year2023-12-31$5,043,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$30,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$144,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$144,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,176,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$937,406
Employer contributions (assets) at beginning of year2023-12-31$37,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,654,461
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$211,868
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$151,098
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN2023-12-31561415202
2022 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-4,492,919
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,500,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,355,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,851,080
Value of total assets at end of year2022-12-31$37,309,894
Value of total assets at beginning of year2022-12-31$45,303,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,662
Total interest from all sources2022-12-31$23,576
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,020,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,020,390
Administrative expenses professional fees incurred2022-12-31$145,662
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,908,721
Participant contributions at end of year2022-12-31$432,420
Participant contributions at beginning of year2022-12-31$511,135
Participant contributions at end of year2022-12-31$9,592
Assets. Other investments not covered elsewhere at end of year2022-12-31$696
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$16,101
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$100,526
Other income not declared elsewhere2022-12-31$-53,674
Total non interest bearing cash at end of year2022-12-31$2,928
Total non interest bearing cash at beginning of year2022-12-31$4,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,993,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,309,894
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,303,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,487,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,494,492
Interest on participant loans2022-12-31$23,576
Value of interest in common/collective trusts at end of year2022-12-31$5,043,603
Value of interest in common/collective trusts at beginning of year2022-12-31$2,996,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$144,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$40,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$40,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,334,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$841,833
Employer contributions (assets) at end of year2022-12-31$37,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,355,213
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$151,098
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$241,179
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN2022-12-31561415202
2021 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$3,382,826
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$8,777,551
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,231,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,090,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,047,285
Value of total assets at end of year2021-12-31$45,303,688
Value of total assets at beginning of year2021-12-31$35,374,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$140,667
Total interest from all sources2021-12-31$25,555
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,784,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,784,935
Administrative expenses professional fees incurred2021-12-31$140,667
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,896,086
Participant contributions at end of year2021-12-31$511,135
Participant contributions at beginning of year2021-12-31$503,138
Participant contributions at beginning of year2021-12-31$4,169
Assets. Other investments not covered elsewhere at end of year2021-12-31$16,101
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$33,081
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$198,877
Other income not declared elsewhere2021-12-31$12,317
Total non interest bearing cash at end of year2021-12-31$4,130
Total non interest bearing cash at beginning of year2021-12-31$518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,546,402
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,303,688
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,374,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,494,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,097,057
Interest on participant loans2021-12-31$25,555
Value of interest in common/collective trusts at end of year2021-12-31$2,996,144
Value of interest in common/collective trusts at beginning of year2021-12-31$2,688,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$40,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,907,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$952,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,090,482
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$241,179
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$36,939
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$7,475,489
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,486,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,446,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,160,389
Value of total assets at end of year2020-12-31$35,374,460
Value of total assets at beginning of year2020-12-31$29,385,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,078
Total interest from all sources2020-12-31$27,275
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,578,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,578,836
Administrative expenses professional fees incurred2020-12-31$40,078
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,492,862
Participant contributions at end of year2020-12-31$503,138
Participant contributions at beginning of year2020-12-31$475,611
Participant contributions at end of year2020-12-31$4,169
Assets. Other investments not covered elsewhere at end of year2020-12-31$33,081
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,837
Other income not declared elsewhere2020-12-31$4,239
Total non interest bearing cash at end of year2020-12-31$518
Total non interest bearing cash at beginning of year2020-12-31$45,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,989,317
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,374,460
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,385,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,097,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,465,497
Interest on participant loans2020-12-31$27,275
Value of interest in common/collective trusts at end of year2020-12-31$2,688,534
Value of interest in common/collective trusts at beginning of year2020-12-31$1,375,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$11,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,704,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$649,690
Employer contributions (assets) at beginning of year2020-12-31$22,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,446,094
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$36,939
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$7,447,484
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,018,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$965,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,082,542
Value of total assets at end of year2019-12-31$29,385,143
Value of total assets at beginning of year2019-12-31$22,956,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,832
Total interest from all sources2019-12-31$27,828
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,203,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,203,222
Administrative expenses professional fees incurred2019-12-31$52,832
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,378,691
Participant contributions at end of year2019-12-31$475,611
Participant contributions at beginning of year2019-12-31$560,031
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$80,153
Total non interest bearing cash at end of year2019-12-31$45,898
Total non interest bearing cash at beginning of year2019-12-31$803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,428,819
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,385,143
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,956,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,465,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,053,825
Interest on participant loans2019-12-31$27,828
Value of interest in common/collective trusts at end of year2019-12-31$1,375,713
Value of interest in common/collective trusts at beginning of year2019-12-31$2,324,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,133,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$623,698
Employer contributions (assets) at end of year2019-12-31$22,424
Employer contributions (assets) at beginning of year2019-12-31$17,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$965,833
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
2018 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$1,036,227
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,971,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,872,791
Expenses. Certain deemed distributions of participant loans2018-12-31$67,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,389,163
Value of total assets at end of year2018-12-31$22,956,324
Value of total assets at beginning of year2018-12-31$23,891,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,144
Total interest from all sources2018-12-31$28,932
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,238,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,238,229
Administrative expenses professional fees incurred2018-12-31$31,144
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,239,970
Participant contributions at end of year2018-12-31$560,031
Participant contributions at beginning of year2018-12-31$579,199
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$611,638
Total non interest bearing cash at end of year2018-12-31$803
Total non interest bearing cash at beginning of year2018-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-935,137
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,956,324
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,891,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,053,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,662,262
Interest on participant loans2018-12-31$28,932
Value of interest in common/collective trusts at end of year2018-12-31$2,324,549
Value of interest in common/collective trusts at beginning of year2018-12-31$1,649,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,682,581
Net investment gain or loss from common/collective trusts2018-12-31$62,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$537,555
Employer contributions (assets) at end of year2018-12-31$17,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,872,791
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2018-12-31743001153
2017 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,215,029
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,073,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,039,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,660,744
Value of total assets at end of year2017-12-31$23,891,461
Value of total assets at beginning of year2017-12-31$19,750,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,354
Total interest from all sources2017-12-31$30,050
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$809,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$809,454
Administrative expenses professional fees incurred2017-12-31$34,354
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,067,071
Participant contributions at end of year2017-12-31$579,199
Participant contributions at beginning of year2017-12-31$567,515
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$44,503
Total non interest bearing cash at end of year2017-12-31$1,000
Total non interest bearing cash at beginning of year2017-12-31$1,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,141,351
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,891,461
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,750,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,662,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,466,804
Interest on participant loans2017-12-31$30,050
Value of interest in common/collective trusts at end of year2017-12-31$1,649,000
Value of interest in common/collective trusts at beginning of year2017-12-31$1,713,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,691,832
Net investment gain or loss from common/collective trusts2017-12-31$22,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$549,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,039,324
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PMB HELIN DONAVAN, LLP
Accountancy firm EIN2017-12-31743001153
2016 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,887,744
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,172,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,139,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,391,173
Value of total assets at end of year2016-12-31$19,750,110
Value of total assets at beginning of year2016-12-31$18,034,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,891
Total interest from all sources2016-12-31$26,475
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$621,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$621,206
Administrative expenses professional fees incurred2016-12-31$32,891
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$918,789
Participant contributions at end of year2016-12-31$567,515
Participant contributions at beginning of year2016-12-31$436,594
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$51,784
Total non interest bearing cash at end of year2016-12-31$1,859
Total non interest bearing cash at beginning of year2016-12-31$60,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,715,484
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,750,110
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,034,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,466,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,686,843
Interest on participant loans2016-12-31$26,475
Value of interest in common/collective trusts at end of year2016-12-31$1,713,932
Value of interest in common/collective trusts at beginning of year2016-12-31$1,850,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$823,471
Net investment gain or loss from common/collective trusts2016-12-31$25,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$420,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,139,369
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PMB HELIN DONAVAN, LLP
Accountancy firm EIN2016-12-31743001153
2015 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,097
Total income from all sources (including contributions)2015-12-31$1,545,297
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,685,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,658,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,438,140
Value of total assets at end of year2015-12-31$18,034,626
Value of total assets at beginning of year2015-12-31$18,181,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,502
Total interest from all sources2015-12-31$18,237
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$844,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$844,047
Administrative expenses professional fees incurred2015-12-31$27,502
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$882,876
Participant contributions at end of year2015-12-31$436,594
Participant contributions at beginning of year2015-12-31$333,476
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$66,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,749
Total non interest bearing cash at end of year2015-12-31$60,361
Total non interest bearing cash at beginning of year2015-12-31$65,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-140,333
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,034,626
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,174,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,686,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,239,529
Interest on participant loans2015-12-31$18,237
Value of interest in common/collective trusts at end of year2015-12-31$1,850,828
Value of interest in common/collective trusts at beginning of year2015-12-31$1,542,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-774,668
Net investment gain or loss from common/collective trusts2015-12-31$19,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$489,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,658,128
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,348
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PMB HELIN DONAVAN, LLP
Accountancy firm EIN2015-12-31743001153
2014 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,725
Total income from all sources (including contributions)2014-12-31$2,499,464
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,805,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,776,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,390,763
Value of total assets at end of year2014-12-31$18,181,056
Value of total assets at beginning of year2014-12-31$18,486,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,691
Total interest from all sources2014-12-31$17,249
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$744,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$744,622
Administrative expenses professional fees incurred2014-12-31$28,691
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$900,095
Participant contributions at end of year2014-12-31$333,476
Participant contributions at beginning of year2014-12-31$386,708
Participant contributions at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,725
Total non interest bearing cash at end of year2014-12-31$65,955
Total non interest bearing cash at beginning of year2014-12-31$64,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-305,674
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,174,959
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,480,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,239,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,077,546
Interest on participant loans2014-12-31$17,249
Value of interest in common/collective trusts at end of year2014-12-31$1,542,096
Value of interest in common/collective trusts at beginning of year2014-12-31$1,957,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$346,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$490,668
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,776,447
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,348
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PMB HELIN DONOVAN
Accountancy firm EIN2014-12-31743001153
2013 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,468,316
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,442,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,436,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,281,715
Value of total assets at end of year2013-12-31$18,486,358
Value of total assets at beginning of year2013-12-31$15,454,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,466
Total interest from all sources2013-12-31$19,883
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$401,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$401,505
Administrative expenses professional fees incurred2013-12-31$5,466
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$870,972
Participant contributions at end of year2013-12-31$386,708
Participant contributions at beginning of year2013-12-31$424,456
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,725
Other income not declared elsewhere2013-12-31$200
Total non interest bearing cash at end of year2013-12-31$64,368
Total non interest bearing cash at beginning of year2013-12-31$3,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,026,173
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,480,633
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,454,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,077,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,239,309
Interest on participant loans2013-12-31$19,883
Value of interest in common/collective trusts at end of year2013-12-31$1,957,736
Value of interest in common/collective trusts at beginning of year2013-12-31$1,707,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,745,189
Net investment gain or loss from common/collective trusts2013-12-31$19,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$410,347
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$79,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,436,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2013-12-31743001153
2012 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,838,244
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$628,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$624,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,188,819
Value of total assets at end of year2012-12-31$15,454,460
Value of total assets at beginning of year2012-12-31$13,244,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,353
Total interest from all sources2012-12-31$20,623
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$347,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$347,476
Administrative expenses professional fees incurred2012-12-31$4,353
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$821,697
Participant contributions at end of year2012-12-31$424,456
Participant contributions at beginning of year2012-12-31$443,397
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,824
Total non interest bearing cash at end of year2012-12-31$3,634
Total non interest bearing cash at beginning of year2012-12-31$3,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,209,643
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,454,460
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,244,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,239,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,591,028
Interest on participant loans2012-12-31$20,623
Value of interest in common/collective trusts at end of year2012-12-31$1,707,703
Value of interest in common/collective trusts at beginning of year2012-12-31$2,129,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,250,135
Net investment gain or loss from common/collective trusts2012-12-31$31,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$325,298
Employer contributions (assets) at end of year2012-12-31$79,358
Employer contributions (assets) at beginning of year2012-12-31$77,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$624,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2012-12-31743001153
2011 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$872,418
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,129,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,126,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,109,995
Value of total assets at end of year2011-12-31$13,244,817
Value of total assets at beginning of year2011-12-31$13,501,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,180
Total interest from all sources2011-12-31$22,367
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$292,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$292,940
Administrative expenses professional fees incurred2011-12-31$3,180
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$773,504
Participant contributions at end of year2011-12-31$443,397
Participant contributions at beginning of year2011-12-31$473,976
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$33,579
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$953
Other income not declared elsewhere2011-12-31$3,238
Total non interest bearing cash at end of year2011-12-31$3,330
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-256,930
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,244,817
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,501,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,591,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,944,222
Interest on participant loans2011-12-31$22,367
Value of interest in common/collective trusts at end of year2011-12-31$2,129,729
Value of interest in common/collective trusts at beginning of year2011-12-31$1,963,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-559,787
Net investment gain or loss from common/collective trusts2011-12-31$3,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$335,538
Employer contributions (assets) at end of year2011-12-31$77,333
Employer contributions (assets) at beginning of year2011-12-31$86,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,126,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2011-12-31743001153
2010 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$5,767
Total income from all sources (including contributions)2010-12-31$2,710,517
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,425,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,354,511
Expenses. Certain deemed distributions of participant loans2010-12-31$70,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,445,283
Value of total assets at end of year2010-12-31$13,501,747
Value of total assets at beginning of year2010-12-31$12,222,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$24,282
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$238,639
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$238,639
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$877,917
Participant contributions at end of year2010-12-31$473,976
Participant contributions at beginning of year2010-12-31$408,532
Participant contributions at end of year2010-12-31$33,579
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$176,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,285,140
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,501,747
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,216,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,944,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,003,193
Interest on participant loans2010-12-31$24,282
Value of interest in common/collective trusts at end of year2010-12-31$1,963,963
Value of interest in common/collective trusts at beginning of year2010-12-31$2,702,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,002,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$390,755
Employer contributions (assets) at end of year2010-12-31$86,007
Employer contributions (assets) at beginning of year2010-12-31$108,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,354,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2010-12-31743001153
2009 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN

2023: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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