Plan Name | NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2023-01-01 | ||||
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | PATRICK JOHNSON | 2019-09-22 | ||
003 | 2017-01-01 | PATRICK JOHNSON | |||
003 | 2016-01-01 | PATRICK JOHNSON | |||
003 | 2015-01-01 | JIM EGAN | |||
003 | 2014-01-01 | JIM EGAN | |||
003 | 2013-01-01 | JIM EGAN | |||
003 | 2012-01-01 | JIM EGAN | |||
003 | 2011-01-01 | PAUL ROBIN | JIM EGAN | 2012-09-12 | |
003 | 2010-01-01 | LINDA WISHARD | |||
003 | 2009-01-01 | LINDA WISHARD |
Measure | Date | Value |
---|---|---|
2023: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 511 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 337 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 204 |
Total of all active and inactive participants | 2023-01-01 | 542 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 4 |
Total participants | 2023-01-01 | 546 |
Number of participants with account balances | 2023-01-01 | 534 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 9 |
2022: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 485 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 316 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 184 |
Total of all active and inactive participants | 2022-01-01 | 501 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 505 |
Number of participants with account balances | 2022-01-01 | 494 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 24 |
2021: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 460 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 319 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 156 |
Total of all active and inactive participants | 2021-01-01 | 476 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 480 |
Number of participants with account balances | 2021-01-01 | 466 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 50 |
2020: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 381 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 288 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 103 |
Total of all active and inactive participants | 2020-01-01 | 392 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 396 |
Number of participants with account balances | 2020-01-01 | 384 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 32 |
2019: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 367 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 274 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 100 |
Total of all active and inactive participants | 2019-01-01 | 374 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 378 |
Number of participants with account balances | 2019-01-01 | 364 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 33 |
2018: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 356 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 274 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 88 |
Total of all active and inactive participants | 2018-01-01 | 362 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 365 |
Number of participants with account balances | 2018-01-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 25 |
2017: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 344 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 269 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 79 |
Total of all active and inactive participants | 2017-01-01 | 348 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 350 |
Number of participants with account balances | 2017-01-01 | 339 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 25 |
2016: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 335 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 267 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 75 |
Total of all active and inactive participants | 2016-01-01 | 342 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 344 |
Number of participants with account balances | 2016-01-01 | 328 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 21 |
2015: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 344 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 265 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 69 |
Total of all active and inactive participants | 2015-01-01 | 334 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 335 |
Number of participants with account balances | 2015-01-01 | 322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 21 |
2014: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 346 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 270 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 73 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 344 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 344 |
Number of participants with account balances | 2014-01-01 | 330 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 23 |
2013: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 342 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 60 |
Total of all active and inactive participants | 2013-01-01 | 345 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 346 |
Number of participants with account balances | 2013-01-01 | 329 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 14 |
2012: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 330 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 61 |
Total of all active and inactive participants | 2012-01-01 | 341 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 342 |
Number of participants with account balances | 2012-01-01 | 329 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 14 |
2011: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 337 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 265 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 64 |
Total of all active and inactive participants | 2011-01-01 | 329 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 330 |
Number of participants with account balances | 2011-01-01 | 318 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 19 |
2010: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 322 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 288 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 49 |
Total of all active and inactive participants | 2010-01-01 | 337 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 337 |
Number of participants with account balances | 2010-01-01 | 264 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 16 |
2009: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 287 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 39 |
Total of all active and inactive participants | 2009-01-01 | 326 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 330 |
Number of participants with account balances | 2009-01-01 | 322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2023 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $10,919,755 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $2,791,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $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 year | 2023-12-31 | $45,438,158 |
Value of total assets at beginning of year | 2023-12-31 | $37,309,894 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $137,030 |
Total interest from all sources | 2023-12-31 | $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 year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,434,347 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $2,079,183 |
Participant contributions at end of year | 2023-12-31 | $411,905 |
Participant contributions at beginning of year | 2023-12-31 | $432,420 |
Participant contributions at beginning of year | 2023-12-31 | $9,592 |
Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $179,999 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $696 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,180,101 |
Other income not declared elsewhere | 2023-12-31 | $85,884 |
Total non interest bearing cash at end of year | 2023-12-31 | $22,385 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $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 appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $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) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $39,787,037 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $31,487,426 |
Interest on participant loans | 2023-12-31 | $26,047 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $4,794,216 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $5,043,603 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $30,748 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $144,511 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $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 assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $937,406 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $37,620 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,654,461 |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $211,868 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $151,098 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | HUGHES PITTMAN & GUPTON, LLP |
Accountancy firm EIN | 2023-12-31 | 561415202 |
2022 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-4,492,919 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,500,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $37,309,894 |
Value of total assets at beginning of year | 2022-12-31 | $45,303,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $145,662 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,020,390 |
Administrative expenses professional fees incurred | 2022-12-31 | $145,662 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,908,721 |
Participant contributions at end of year | 2022-12-31 | $432,420 |
Participant contributions at beginning of year | 2022-12-31 | $511,135 |
Participant contributions at end of year | 2022-12-31 | $9,592 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $696 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $16,101 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $100,526 |
Other income not declared elsewhere | 2022-12-31 | $-53,674 |
Total non interest bearing cash at end of year | 2022-12-31 | $2,928 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $31,487,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $41,494,492 |
Interest on participant loans | 2022-12-31 | $23,576 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $5,043,603 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,996,144 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $144,511 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $40,507 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $841,833 |
Employer contributions (assets) at end of year | 2022-12-31 | $37,620 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,355,213 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $151,098 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $241,179 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HUGHES PITTMAN & GUPTON, LLP |
Accountancy firm EIN | 2022-12-31 | 561415202 |
2021 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,231,149 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $45,303,688 |
Value of total assets at beginning of year | 2021-12-31 | $35,374,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $140,667 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,784,935 |
Administrative expenses professional fees incurred | 2021-12-31 | $140,667 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,896,086 |
Participant contributions at end of year | 2021-12-31 | $511,135 |
Participant contributions at beginning of year | 2021-12-31 | $503,138 |
Participant contributions at beginning of year | 2021-12-31 | $4,169 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $16,101 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $33,081 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $198,877 |
Other income not declared elsewhere | 2021-12-31 | $12,317 |
Total non interest bearing cash at end of year | 2021-12-31 | $4,130 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $518 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $41,494,492 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $32,097,057 |
Interest on participant loans | 2021-12-31 | $25,555 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,996,144 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,688,534 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $40,507 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $11,024 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $952,322 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,090,482 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $241,179 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $36,939 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2021-12-31 | 560574444 |
2020 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $7,475,489 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,486,172 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $35,374,460 |
Value of total assets at beginning of year | 2020-12-31 | $29,385,143 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $40,078 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,578,836 |
Administrative expenses professional fees incurred | 2020-12-31 | $40,078 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,492,862 |
Participant contributions at end of year | 2020-12-31 | $503,138 |
Participant contributions at beginning of year | 2020-12-31 | $475,611 |
Participant contributions at end of year | 2020-12-31 | $4,169 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $33,081 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $17,837 |
Other income not declared elsewhere | 2020-12-31 | $4,239 |
Total non interest bearing cash at end of year | 2020-12-31 | $518 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $32,097,057 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $27,465,497 |
Interest on participant loans | 2020-12-31 | $27,275 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,688,534 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,375,713 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $649,690 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $22,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,446,094 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $36,939 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2020-12-31 | 560574444 |
2019 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $7,447,484 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,018,665 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $29,385,143 |
Value of total assets at beginning of year | 2019-12-31 | $22,956,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $52,832 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,203,222 |
Administrative expenses professional fees incurred | 2019-12-31 | $52,832 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,378,691 |
Participant contributions at end of year | 2019-12-31 | $475,611 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $45,898 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $803 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $27,465,497 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $20,053,825 |
Interest on participant loans | 2019-12-31 | $27,828 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,375,713 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $623,698 |
Employer contributions (assets) at end of year | 2019-12-31 | $22,424 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $17,116 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $965,833 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2019-12-31 | 560574444 |
2018 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,036,227 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,971,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,872,791 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $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 year | 2018-12-31 | $22,956,324 |
Value of total assets at beginning of year | 2018-12-31 | $23,891,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $31,144 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,238,229 |
Administrative expenses professional fees incurred | 2018-12-31 | $31,144 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,239,970 |
Participant contributions at end of year | 2018-12-31 | $560,031 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $803 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $20,053,825 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $21,662,262 |
Interest on participant loans | 2018-12-31 | $28,932 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,324,549 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $62,484 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $537,555 |
Employer contributions (assets) at end of year | 2018-12-31 | $17,116 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,872,791 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PMB HELIN DONOVAN, LLP |
Accountancy firm EIN | 2018-12-31 | 743001153 |
2017 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,073,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $23,891,461 |
Value of total assets at beginning of year | 2017-12-31 | $19,750,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $34,354 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $809,454 |
Administrative expenses professional fees incurred | 2017-12-31 | $34,354 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,067,071 |
Participant contributions at end of year | 2017-12-31 | $579,199 |
Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $1,000 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $21,662,262 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,466,804 |
Interest on participant loans | 2017-12-31 | $30,050 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,649,000 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $22,949 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $549,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,039,324 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PMB HELIN DONAVAN, LLP |
Accountancy firm EIN | 2017-12-31 | 743001153 |
2016 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,172,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $19,750,110 |
Value of total assets at beginning of year | 2016-12-31 | $18,034,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $32,891 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $621,206 |
Administrative expenses professional fees incurred | 2016-12-31 | $32,891 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $918,789 |
Participant contributions at end of year | 2016-12-31 | $567,515 |
Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $1,859 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,466,804 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,686,843 |
Interest on participant loans | 2016-12-31 | $26,475 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,713,932 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $25,419 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $420,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,139,369 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PMB HELIN DONAVAN, LLP |
Accountancy firm EIN | 2016-12-31 | 743001153 |
2015 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,685,630 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $18,034,626 |
Value of total assets at beginning of year | 2015-12-31 | $18,181,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $27,502 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $844,047 |
Administrative expenses professional fees incurred | 2015-12-31 | $27,502 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $882,876 |
Participant contributions at end of year | 2015-12-31 | $436,594 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $4,749 |
Total non interest bearing cash at end of year | 2015-12-31 | $60,361 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,686,843 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,239,529 |
Interest on participant loans | 2015-12-31 | $18,237 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,850,828 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $19,541 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $489,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,658,128 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $1,348 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PMB HELIN DONAVAN, LLP |
Accountancy firm EIN | 2015-12-31 | 743001153 |
2014 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,805,138 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $18,181,056 |
Value of total assets at beginning of year | 2014-12-31 | $18,486,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $28,691 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $744,622 |
Administrative expenses professional fees incurred | 2014-12-31 | $28,691 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $900,095 |
Participant contributions at end of year | 2014-12-31 | $333,476 |
Participant contributions at beginning of year | 2014-12-31 | $386,708 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $4,749 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $5,725 |
Total non interest bearing cash at end of year | 2014-12-31 | $65,955 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,239,529 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,077,546 |
Interest on participant loans | 2014-12-31 | $17,249 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,542,096 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $490,668 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,776,447 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $1,348 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PMB HELIN DONOVAN |
Accountancy firm EIN | 2014-12-31 | 743001153 |
2013 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,442,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $18,486,358 |
Value of total assets at beginning of year | 2013-12-31 | $15,454,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,466 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $401,505 |
Administrative expenses professional fees incurred | 2013-12-31 | $5,466 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $870,972 |
Participant contributions at end of year | 2013-12-31 | $386,708 |
Participant contributions at beginning of year | 2013-12-31 | $424,456 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $5,725 |
Other income not declared elsewhere | 2013-12-31 | $200 |
Total non interest bearing cash at end of year | 2013-12-31 | $64,368 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $16,077,546 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $13,239,309 |
Interest on participant loans | 2013-12-31 | $19,883 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,957,736 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $19,824 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $410,347 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $79,358 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $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 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PMB HELIN DONOVAN LLP |
Accountancy firm EIN | 2013-12-31 | 743001153 |
2012 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $628,601 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $15,454,460 |
Value of total assets at beginning of year | 2012-12-31 | $13,244,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,353 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $347,476 |
Administrative expenses professional fees incurred | 2012-12-31 | $4,353 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $821,697 |
Participant contributions at end of year | 2012-12-31 | $424,456 |
Participant contributions at beginning of year | 2012-12-31 | $443,397 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $3,634 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $13,239,309 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,591,028 |
Interest on participant loans | 2012-12-31 | $20,623 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,707,703 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $31,191 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $325,298 |
Employer contributions (assets) at end of year | 2012-12-31 | $79,358 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $77,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $624,248 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PMB HELIN DONOVAN LLP |
Accountancy firm EIN | 2012-12-31 | 743001153 |
2011 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $872,418 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,129,348 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $13,244,817 |
Value of total assets at beginning of year | 2011-12-31 | $13,501,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,180 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $292,940 |
Administrative expenses professional fees incurred | 2011-12-31 | $3,180 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $773,504 |
Participant contributions at end of year | 2011-12-31 | $443,397 |
Participant contributions at beginning of year | 2011-12-31 | $473,976 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $33,579 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $953 |
Other income not declared elsewhere | 2011-12-31 | $3,238 |
Total non interest bearing cash at end of year | 2011-12-31 | $3,330 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,591,028 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,944,222 |
Interest on participant loans | 2011-12-31 | $22,367 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,129,729 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $3,665 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $335,538 |
Employer contributions (assets) at end of year | 2011-12-31 | $77,333 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $86,007 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $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 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PMB HELIN DONOVAN, LLP |
Accountancy firm EIN | 2011-12-31 | 743001153 |
2010 : NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $5,767 |
Total income from all sources (including contributions) | 2010-12-31 | $2,710,517 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,425,377 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,354,511 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $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 year | 2010-12-31 | $13,501,747 |
Value of total assets at beginning of year | 2010-12-31 | $12,222,374 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $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 bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $877,917 |
Participant contributions at end of year | 2010-12-31 | $473,976 |
Participant contributions at beginning of year | 2010-12-31 | $408,532 |
Participant contributions at end of year | 2010-12-31 | $33,579 |
Participant contributions at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,944,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,003,193 |
Interest on participant loans | 2010-12-31 | $24,282 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,963,963 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $390,755 |
Employer contributions (assets) at end of year | 2010-12-31 | $86,007 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $108,237 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PMB HELIN DONOVAN, LLP |
Accountancy firm EIN | 2010-12-31 | 743001153 |
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 securities | 2009-12-31 | $0 |
2023: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |