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NRSI 401(K) PLAN 401k Plan overview

Plan NameNRSI 401(K) PLAN
Plan identification number 001

NRSI 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

NEVADA RESTAURANT SERVICES INC. has sponsored the creation of one or more 401k plans.

Company Name:NEVADA RESTAURANT SERVICES INC.
Employer identification number (EIN):880322743
NAIC Classification:713200
NAIC Description: Gambling Industries

Additional information about NEVADA RESTAURANT SERVICES INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1994-07-27
Company Identification Number: 19941086419
Legal Registered Office Address: 801 S RANCHO DR STE D-4

LAS VEGAS
United States of America (USA)
89106

More information about NEVADA RESTAURANT SERVICES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NRSI 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT SWADKINS
0012016-01-01ROBERT SWADKINS
0012016-01-01
0012015-01-01ROBERT SWADKINS
0012014-01-01ROBERT SWADKINS
0012013-01-01MIKE EIDE
0012012-01-01MIKE EIDE
0012011-01-01MIKE EIDE
0012009-01-01MIKE EIDE

Plan Statistics for NRSI 401(K) PLAN

401k plan membership statisitcs for NRSI 401(K) PLAN

Measure Date Value
2022: NRSI 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,009
Total number of active participants reported on line 7a of the Form 55002022-01-011,925
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-011,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,981
Number of participants with account balances2022-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: NRSI 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,988
Total number of active participants reported on line 7a of the Form 55002021-01-011,818
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-011,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,896
Number of participants with account balances2021-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: NRSI 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,908
Total number of active participants reported on line 7a of the Form 55002020-01-011,775
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01107
Total of all active and inactive participants2020-01-011,887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,887
Number of participants with account balances2020-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: NRSI 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,692
Total number of active participants reported on line 7a of the Form 55002019-01-011,705
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-011,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,813
Number of participants with account balances2019-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: NRSI 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,524
Total number of active participants reported on line 7a of the Form 55002018-01-011,571
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-011,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,632
Number of participants with account balances2018-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: NRSI 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,409
Total number of active participants reported on line 7a of the Form 55002017-01-011,448
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-011,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,524
Number of participants with account balances2017-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: NRSI 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,249
Total number of active participants reported on line 7a of the Form 55002016-01-011,305
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0173
Total of all active and inactive participants2016-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,379
Number of participants with account balances2016-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: NRSI 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,004
Total number of active participants reported on line 7a of the Form 55002015-01-011,181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-011,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,225
Number of participants with account balances2015-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01366
2014: NRSI 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01837
Total number of active participants reported on line 7a of the Form 55002014-01-01984
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-011,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,004
Number of participants with account balances2014-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NRSI 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01717
Total number of active participants reported on line 7a of the Form 55002013-01-01791
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01809
Number of participants with account balances2013-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NRSI 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01540
Total number of active participants reported on line 7a of the Form 55002012-01-01672
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01693
Number of participants with account balances2012-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NRSI 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01488
Total number of active participants reported on line 7a of the Form 55002011-01-01517
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01533
Number of participants with account balances2011-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NRSI 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01290
Total number of active participants reported on line 7a of the Form 55002009-01-01286
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01306
Number of participants with account balances2009-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NRSI 401(K) PLAN

Measure Date Value
2022 : NRSI 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$129,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$141,994
Total income from all sources (including contributions)2022-12-31$-5,717
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$469,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$444,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,031,776
Value of total assets at end of year2022-12-31$6,382,426
Value of total assets at beginning of year2022-12-31$6,870,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,645
Total interest from all sources2022-12-31$8,588
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$790,949
Participant contributions at end of year2022-12-31$35,369
Participant contributions at beginning of year2022-12-31$32,913
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$129,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$141,994
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-475,140
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,253,165
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,728,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$467,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$539,926
Value of interest in pooled separate accounts at end of year2022-12-31$5,879,465
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,063,174
Interest on participant loans2022-12-31$3,239
Interest earned on other investments2022-12-31$5,349
Net investment gain/loss from pooled separate accounts2022-12-31$-1,046,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$238,654
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$234,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$444,778
Contract administrator fees2022-12-31$24,645
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CONWAY, STUART & WOODBURY
Accountancy firm EIN2022-12-31880200097
2021 : NRSI 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$141,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$64,095
Total income from all sources (including contributions)2021-12-31$1,427,949
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$482,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$425,156
Expenses. Certain deemed distributions of participant loans2021-12-31$28,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$835,279
Value of total assets at end of year2021-12-31$6,870,299
Value of total assets at beginning of year2021-12-31$5,847,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,380
Total interest from all sources2021-12-31$7,430
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$617,446
Participant contributions at end of year2021-12-31$32,913
Participant contributions at beginning of year2021-12-31$68,933
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$141,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$64,095
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$945,022
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,728,305
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,783,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$26,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$539,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$425,179
Value of interest in pooled separate accounts at end of year2021-12-31$6,063,174
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,092,473
Interest on participant loans2021-12-31$2,870
Interest earned on other investments2021-12-31$4,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$585,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$188,846
Employer contributions (assets) at end of year2021-12-31$234,286
Employer contributions (assets) at beginning of year2021-12-31$260,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$425,156
Contract administrator fees2021-12-31$2,981
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CONWAY, STUART & WOODBURY
Accountancy firm EIN2021-12-31880200097
2020 : NRSI 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$64,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$27,989
Total income from all sources (including contributions)2020-12-31$1,444,732
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$653,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$623,220
Expenses. Certain deemed distributions of participant loans2020-12-31$4,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$875,918
Value of total assets at end of year2020-12-31$5,847,378
Value of total assets at beginning of year2020-12-31$5,019,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,696
Total interest from all sources2020-12-31$8,170
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$591,236
Participant contributions at end of year2020-12-31$68,933
Participant contributions at beginning of year2020-12-31$36,749
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$50,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$64,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$27,989
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$791,510
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,783,283
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,991,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$425,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$276,925
Value of interest in pooled separate accounts at end of year2020-12-31$5,092,473
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,502,204
Interest on participant loans2020-12-31$3,268
Interest earned on other investments2020-12-31$4,902
Net investment gain/loss from pooled separate accounts2020-12-31$560,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$234,209
Employer contributions (assets) at end of year2020-12-31$260,793
Employer contributions (assets) at beginning of year2020-12-31$203,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$623,220
Contract administrator fees2020-12-31$5,020
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CONWAY, STUART & WOODBURY
Accountancy firm EIN2020-12-31880200097
2019 : NRSI 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,255
Total income from all sources (including contributions)2019-12-31$1,568,023
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$313,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$279,833
Expenses. Certain deemed distributions of participant loans2019-12-31$9,400
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$853,841
Value of total assets at end of year2019-12-31$5,019,762
Value of total assets at beginning of year2019-12-31$3,777,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,210
Total interest from all sources2019-12-31$6,366
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$630,591
Participant contributions at end of year2019-12-31$36,749
Participant contributions at beginning of year2019-12-31$27,388
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$27,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$40,255
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,254,580
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,991,773
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,737,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$4,502,204
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,293,462
Interest on participant loans2019-12-31$2,214
Interest earned on other investments2019-12-31$4,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$276,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$241,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$707,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$213,183
Employer contributions (assets) at end of year2019-12-31$203,884
Employer contributions (assets) at beginning of year2019-12-31$215,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$279,833
Contract administrator fees2019-12-31$24,210
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CONWAY, STUART & WOODBURY
Accountancy firm EIN2019-12-31880200097
2018 : NRSI 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$34,217
Total income from all sources (including contributions)2018-12-31$606,757
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$475,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$453,224
Value of total corrective distributions2018-12-31$2,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$802,807
Value of total assets at end of year2018-12-31$3,777,448
Value of total assets at beginning of year2018-12-31$3,640,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,125
Total interest from all sources2018-12-31$4,030
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$607,855
Participant contributions at end of year2018-12-31$27,388
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$40,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$34,217
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$130,890
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,737,193
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,606,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$3,293,462
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,224,874
Interest on participant loans2018-12-31$4,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$241,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$191,284
Net investment gain/loss from pooled separate accounts2018-12-31$-200,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$194,952
Employer contributions (assets) at end of year2018-12-31$215,023
Employer contributions (assets) at beginning of year2018-12-31$224,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$453,224
Contract administrator fees2018-12-31$20,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CONWAY, STUART & WOODBURY
Accountancy firm EIN2018-12-31880200097
2017 : NRSI 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,985
Total income from all sources (including contributions)2017-12-31$1,204,576
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$472,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$440,315
Value of total corrective distributions2017-12-31$808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$805,700
Value of total assets at end of year2017-12-31$3,640,520
Value of total assets at beginning of year2017-12-31$2,906,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,994
Total interest from all sources2017-12-31$6,067
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$594,324
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$34,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$32,985
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$732,459
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,606,303
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,873,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$3,224,874
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,225,168
Interest earned on other investments2017-12-31$6,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$191,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$464,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$392,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$209,757
Employer contributions (assets) at end of year2017-12-31$224,362
Employer contributions (assets) at beginning of year2017-12-31$217,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$440,315
Contract administrator fees2017-12-31$30,994
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CONWAY, STUART & WOODBURY
Accountancy firm EIN2017-12-31880200097
2016 : NRSI 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$40,785
Total income from all sources (including contributions)2016-12-31$947,918
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$329,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$279,695
Value of total corrective distributions2016-12-31$40,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$809,022
Value of total assets at end of year2016-12-31$2,906,829
Value of total assets at beginning of year2016-12-31$2,296,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,213
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$583,818
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$23,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$32,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$40,785
Other income not declared elsewhere2016-12-31$5,336
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$618,225
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,873,844
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,255,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$2,225,168
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,027,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$464,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$56,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$133,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$225,204
Employer contributions (assets) at end of year2016-12-31$217,253
Employer contributions (assets) at beginning of year2016-12-31$189,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$279,695
Contract administrator fees2016-12-31$9,213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CONWAY, STUART & WOODBURY
Accountancy firm EIN2016-12-31880200097
2015 : NRSI 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$676,229
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$163,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$142,180
Value of total corrective distributions2015-12-31$20,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$667,471
Value of total assets at end of year2015-12-31$2,296,404
Value of total assets at beginning of year2015-12-31$1,742,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$800
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$18,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$18,293
Administrative expenses professional fees incurred2015-12-31$800
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$469,325
Participant contributions at end of year2015-12-31$23,674
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$40,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$834
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$513,034
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,255,619
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,742,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,668,491
Value of interest in pooled separate accounts at end of year2015-12-31$2,027,454
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$56,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-10,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$170,436
Employer contributions (assets) at end of year2015-12-31$189,072
Employer contributions (assets) at beginning of year2015-12-31$74,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$142,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CONWAY, STUART & WOODBURY
Accountancy firm EIN2015-12-31880200097
2014 : NRSI 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$320,777
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$49,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,495
Value of total corrective distributions2014-12-31$32,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$259,269
Value of total assets at end of year2014-12-31$1,742,585
Value of total assets at beginning of year2014-12-31$1,471,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$81,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$81,161
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$182,532
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$271,557
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,742,585
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,471,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,668,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,471,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-19,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$74,094
Employer contributions (assets) at end of year2014-12-31$74,094
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,495
Contract administrator fees2014-12-31$50
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HOLMES & TURNER
Accountancy firm EIN2014-12-31810347988
2013 : NRSI 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$875
Total income from all sources (including contributions)2013-12-31$394,265
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$50,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,095
Value of total corrective distributions2013-12-31$37,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$147,678
Value of total assets at end of year2013-12-31$1,471,028
Value of total assets at beginning of year2013-12-31$1,127,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$44,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$44,535
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$30,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$147,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$344,031
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,471,028
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,126,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,471,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,127,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$202,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,095
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HOLMES & TURNER
Accountancy firm EIN2013-12-31810347988
2012 : NRSI 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$150
Total income from all sources (including contributions)2012-12-31$315,881
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$74,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$40,728
Value of total corrective distributions2012-12-31$33,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$177,215
Value of total assets at end of year2012-12-31$1,127,872
Value of total assets at beginning of year2012-12-31$885,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$11,558
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$177,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$241,615
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,126,997
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$885,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,127,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$885,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$127,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$40,728
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HOLMES & TURNER
Accountancy firm EIN2012-12-31810347988
2011 : NRSI 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$150
Total income from all sources (including contributions)2011-12-31$158,253
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$73,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$73,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$213,490
Value of total assets at end of year2011-12-31$885,532
Value of total assets at beginning of year2011-12-31$800,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$50
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,074
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$30,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$213,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$150
Administrative expenses (other) incurred2011-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$84,755
Value of net assets at end of year (total assets less liabilities)2011-12-31$885,382
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$800,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$885,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$800,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-64,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$73,448
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HOLMES & TURNER
Accountancy firm EIN2011-12-31810347988
2010 : NRSI 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$269,499
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$50,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$50,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$193,435
Value of total assets at end of year2010-12-31$800,777
Value of total assets at beginning of year2010-12-31$581,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,968
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$193,435
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$219,127
Value of net assets at end of year (total assets less liabilities)2010-12-31$800,627
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$581,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$800,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$558,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$23,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$23,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$68,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$50,372
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HOLMES & TURNER
Accountancy firm EIN2010-12-31810347988

Form 5500 Responses for NRSI 401(K) PLAN

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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number29950
Policy instance 1
Insurance contract or identification number29950
Number of Individuals Covered360
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,884
Total amount of fees paid to insurance companyUSD $3,139
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $15,884
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number29950
Policy instance 1
Insurance contract or identification number29950
Number of Individuals Covered351
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,945
Total amount of fees paid to insurance companyUSD $2,924
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $14,945
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number29950
Policy instance 1
Insurance contract or identification number29950
Number of Individuals Covered330
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,704
Total amount of fees paid to insurance companyUSD $2,270
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $11,704
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number29950
Policy instance 1
Insurance contract or identification number29950
Number of Individuals Covered329
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,533
Total amount of fees paid to insurance companyUSD $2,046
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $10,533
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number29950
Policy instance 1
Insurance contract or identification number29950
Number of Individuals Covered310
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,935
Total amount of fees paid to insurance companyUSD $2,041
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $8,935
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number29950
Policy instance 1
Insurance contract or identification number29950
Number of Individuals Covered324
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,734
Total amount of fees paid to insurance companyUSD $6,548
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $7,734
Insurance broker organization code?4
Amount paid for insurance broker fees6548
Additional information about fees paid to insurance brokerTPA AWARDS. TPA SUBSIDY
Insurance broker nameTHE RETIREMENT ADVANTAGE

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