401k Plan data: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST plan

NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATURAL PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: NATURAL PARTNERS, LLC

Employer identification number (EIN): 860790551

NAIC Classification: 424990
NAIC Description: Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2024-09-24
001 2022-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2023-09-19
001 2021-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2022-10-11
001 2020-01-01
001 2019-01-01
001 2018-01-01 COURTNEY DOUDNA 2019-09-18
001 2017-01-01 LEETA RADCLIFF 2018-06-04
001 2016-01-01 LEETA RADCLIFF 2017-06-20
001 2015-01-01 JAMIE PRATT 2016-10-17
001 2014-01-01 JAMIE PRATT 2015-07-31
001 2013-01-01 TERRI TOMES 2014-07-25
001 2012-01-01 NATURAL PARTNERS INC 2013-07-15
001 2011-01-01 NATURAL PARTNERS INC 2012-10-01
001 2010-01-01 NATURAL PARTNERS INC 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2024-09-24
001	2022-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2023-09-19
001	2021-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2022-10-11
001	2020-01-01
001	2019-01-01
001	2018-01-01	COURTNEY DOUDNA	2019-09-18
001	2017-01-01	LEETA RADCLIFF	2018-06-04
001	2016-01-01	LEETA RADCLIFF	2017-06-20
001	2015-01-01	JAMIE PRATT	2016-10-17
001	2014-01-01	JAMIE PRATT	2015-07-31
001	2013-01-01	TERRI TOMES	2014-07-25
001	2012-01-01	NATURAL PARTNERS INC	2013-07-15
001	2011-01-01	NATURAL PARTNERS INC	2012-10-01
001	2010-01-01	NATURAL PARTNERS INC	2011-07-14

Plan Statistics for NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 460
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 31
Total of all active and inactive participants 2023-01-01 491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 491
Number of participants with account balances 2023-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 464
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 40
Total of all active and inactive participants 2022-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 504
Number of participants with account balances 2022-01-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 251
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 45
Total of all active and inactive participants 2021-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 296
Number of participants with account balances 2021-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 170
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 207
Number of participants with account balances 2020-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 158
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 28
Total of all active and inactive participants 2019-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 186
Number of participants with account balances 2019-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	460
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	31
Total of all active and inactive participants	2023-01-01	491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	491
Number of participants with account balances	2023-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	464
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	40
Total of all active and inactive participants	2022-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	504
Number of participants with account balances	2022-01-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	251
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	45
Total of all active and inactive participants	2021-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	296
Number of participants with account balances	2021-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	170
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	207
Number of participants with account balances	2020-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	158
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	28
Total of all active and inactive participants	2019-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	186
Number of participants with account balances	2019-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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	$3,443,946
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$450,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$423,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,947,797
Value of total assets at end of year	2022-12-31	$5,738,025
Value of total assets at beginning of year	2022-12-31	$2,744,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$26,903
Total interest from all sources	2022-12-31	$5,503
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$1,034,035
Participant contributions at end of year	2022-12-31	$119,382
Participant contributions at beginning of year	2022-12-31	$74,299
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,428,470
Total non interest bearing cash at end of year	2022-12-31	$329
Total non interest bearing cash at beginning of year	2022-12-31	$329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$2,993,073
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,738,025
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,744,952
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
Investment advisory and management fees	2022-12-31	$26,903
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,618,314
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,497,719
Income. Interest from loans (other than to participants)	2022-12-31	$5,503
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$172,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-509,354
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	$485,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$423,970
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	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2022-12-31	431947695
2021 : NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,207,312
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$509,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$493,762
Value of total corrective distributions	2021-12-31	$302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$891,190
Value of total assets at end of year	2021-12-31	$2,744,952
Value of total assets at beginning of year	2021-12-31	$2,047,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,442
Total interest from all sources	2021-12-31	$4,765
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$490,192
Participant contributions at end of year	2021-12-31	$74,299
Participant contributions at beginning of year	2021-12-31	$52,681
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$10,747
Total non interest bearing cash at end of year	2021-12-31	$329
Total non interest bearing cash at beginning of year	2021-12-31	$1,994,465
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	$697,806
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,744,952
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,047,146
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
Investment advisory and management fees	2021-12-31	$15,442
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,497,719
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$3,358
Interest earned on other investments	2021-12-31	$1,407
Value of interest in common/collective trusts at end of year	2021-12-31	$172,605
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$311,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$390,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$493,762
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	Unqualified
Accountancy firm name	2021-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2021-12-31	431947695
2020 : NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	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	$774,732
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$84,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$82,843
Expenses. Certain deemed distributions of participant loans	2020-12-31	$296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$483,560
Value of total assets at end of year	2020-12-31	$2,047,146
Value of total assets at beginning of year	2020-12-31	$1,357,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,705
Total interest from all sources	2020-12-31	$2,578
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$83,470
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	$83,470
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$136,000
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	$359,102
Participant contributions at end of year	2020-12-31	$52,681
Participant contributions at beginning of year	2020-12-31	$30,465
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$31,758
Administrative expenses (other) incurred	2020-12-31	$1,705
Total non interest bearing cash at end of year	2020-12-31	$1,994,465
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	$689,888
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,047,146
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,357,258
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,109,106
Interest on participant loans	2020-12-31	$2,578
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$217,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$181,615
Net investment gain or loss from common/collective trusts	2020-12-31	$23,509
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	Yes
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	$92,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$82,843
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	Unqualified
Accountancy firm name	2020-12-31	MAYER HOFFMAN MCCANN P.C,
Accountancy firm EIN	2020-12-31	431947695
2019 : NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	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	$649,101
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$375,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$356,848
Expenses. Certain deemed distributions of participant loans	2019-12-31	$13,885
Value of total corrective distributions	2019-12-31	$3,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$407,950
Value of total assets at end of year	2019-12-31	$1,357,258
Value of total assets at beginning of year	2019-12-31	$1,083,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,520
Total interest from all sources	2019-12-31	$2,500
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$55,121
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	$55,121
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$109,000
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	$279,787
Participant contributions at end of year	2019-12-31	$30,465
Participant contributions at beginning of year	2019-12-31	$41,191
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$38,684
Administrative expenses (other) incurred	2019-12-31	$1,520
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	$273,592
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,357,258
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,083,666
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	$1,109,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$932,783
Interest on participant loans	2019-12-31	$2,500
Value of interest in common/collective trusts at end of year	2019-12-31	$217,687
Value of interest in common/collective trusts at beginning of year	2019-12-31	$109,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$165,435
Net investment gain or loss from common/collective trusts	2019-12-31	$18,095
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	$89,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$356,848
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	MAYER HOFFMAN MCCANN P.C,
Accountancy firm EIN	2019-12-31	431947695

Form 5500 Responses for NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

2023: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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: NATURAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

147173

Policy instance

Insurance contract or identification number	147173
Number of Individuals Covered	309
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,612
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2612
Additional information about fees paid to insurance broker	ADMINISTRATION FEE
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

147173

Policy instance

Insurance contract or identification number	147173
Number of Individuals Covered	140
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $13,458
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	13458
Additional information about fees paid to insurance broker	ADMINISTRATION FEE
Insurance broker organization code?	5

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Company Name:	NATURAL PARTNERS, LLC
Employer identification number (EIN):	860790551
NAIC Classification:	424990
NAIC Description:	Other Miscellaneous Nondurable Goods Merchant Wholesalers