401k Plan data: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN plan

NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 401k Plan overview

Plan Name	NATIONAL MORTGAGE CO. PROFIT SHARING PLAN
Plan identification number	001

NATIONAL MORTGAGE CO. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

NATIONAL MORTGAGE CO. has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL MORTGAGE CO.

Employer identification number (EIN): 930783002

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Additional information about NATIONAL MORTGAGE CO.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1981-02-23

Company Identification Number: 15084817

Legal Registered Office Address: 1300 SW FIFTH AVE STE 2300

PORTLAND
United States of America (USA)
97201

More information about NATIONAL MORTGAGE CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL MORTGAGE CO. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 MAUREEN HUNTLEY 2021-06-16 MAUREEN HUNTLEY 2021-06-16
001 2019-01-01
001 2018-01-01 MAUREEN HUNTLEY MAUREEN HUNTLEY 2019-07-17
001 2017-01-01 MAUREEN HUNTLEY MAUREEN HUNTLEY 2018-07-25
001 2016-01-01 MAUREEN HUNTLEY MAUREEN HUNTLEY 2017-06-27
001 2015-01-01 MAUREEN HUNTLEY MAUREEN HUNTLEY 2016-07-25
001 2014-01-01 MAUREEN HUNTLEY MAUREEN HUNTLEY 2015-07-23
001 2013-01-01 MAUREEN HUNTLEY MAUREEN HUNTLEY 2014-06-26
001 2012-01-01 MAUREEN HUNTLEY MAUREEN HUNTLEY 2013-07-18
001 2011-01-01 MAUREEN HUNTLEY 2012-07-19
001 2010-01-01 MAUREEN HUNTLEY 2011-08-16
001 2009-01-01 MAUREEN HUNTLEY, PRESIDENT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	MAUREEN HUNTLEY	2021-06-16	MAUREEN HUNTLEY	2021-06-16
001	2019-01-01
001	2018-01-01	MAUREEN HUNTLEY		MAUREEN HUNTLEY	2019-07-17
001	2017-01-01	MAUREEN HUNTLEY		MAUREEN HUNTLEY	2018-07-25
001	2016-01-01	MAUREEN HUNTLEY		MAUREEN HUNTLEY	2017-06-27
001	2015-01-01	MAUREEN HUNTLEY		MAUREEN HUNTLEY	2016-07-25
001	2014-01-01	MAUREEN HUNTLEY		MAUREEN HUNTLEY	2015-07-23
001	2013-01-01	MAUREEN HUNTLEY		MAUREEN HUNTLEY	2014-06-26
001	2012-01-01	MAUREEN HUNTLEY		MAUREEN HUNTLEY	2013-07-18
001	2011-01-01	MAUREEN HUNTLEY	2012-07-19
001	2010-01-01	MAUREEN HUNTLEY	2011-08-16
001	2009-01-01	MAUREEN HUNTLEY, PRESIDENT

Plan Statistics for NATIONAL MORTGAGE CO. PROFIT SHARING PLAN

401k plan membership statisitcs for NATIONAL MORTGAGE CO. PROFIT SHARING PLAN

Measure Date Value
2019: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 27
Number of participants with account balances 2019-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 26
Number of participants with account balances 2018-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 17
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 27
Number of participants with account balances 2014-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 30
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	27
Number of participants with account balances	2019-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	26
Number of participants with account balances	2018-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	17
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	27
Number of participants with account balances	2014-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	30
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NATIONAL MORTGAGE CO. PROFIT SHARING PLAN

Measure	Date	Value
2019 : NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,574,338
Expenses. Total of all expenses incurred	2019-12-31	$28,470
Benefits paid (including direct rollovers)	2019-12-31	$15,595
Total plan assets at end of year	2019-12-31	$7,642,299
Total plan assets at beginning of year	2019-12-31	$6,096,431
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Total contributions received or receivable from participants	2019-12-31	$208,924
Assets. Value of loans (other than to participants)	2019-12-31	$0
Other income received	2019-12-31	$1,313,470
Net income (gross income less expenses)	2019-12-31	$1,545,868
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,642,299
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,096,431
Total contributions received or receivable from employer(s)	2019-12-31	$51,944
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,875
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$73,079
Expenses. Total of all expenses incurred	2018-12-31	$124,432
Benefits paid (including direct rollovers)	2018-12-31	$115,039
Total plan assets at end of year	2018-12-31	$6,096,431
Total plan assets at beginning of year	2018-12-31	$6,147,784
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Total contributions received or receivable from participants	2018-12-31	$171,725
Assets. Value of loans (other than to participants)	2018-12-31	$804,849
Contributions received from other sources (not participants or employers)	2018-12-31	$2,040
Other income received	2018-12-31	$-280,690
Net income (gross income less expenses)	2018-12-31	$-51,353
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,096,431
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,147,784
Total contributions received or receivable from employer(s)	2018-12-31	$180,004
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$9,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,143,915
Expenses. Total of all expenses incurred	2017-12-31	$243,941
Benefits paid (including direct rollovers)	2017-12-31	$236,743
Total plan assets at end of year	2017-12-31	$6,147,784
Total plan assets at beginning of year	2017-12-31	$5,247,810
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Total contributions received or receivable from participants	2017-12-31	$143,292
Assets. Value of loans (other than to participants)	2017-12-31	$813,505
Other income received	2017-12-31	$732,704
Net income (gross income less expenses)	2017-12-31	$899,974
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,147,784
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,247,810
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$267,919
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,198
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$556,009
Expenses. Total of all expenses incurred	2016-12-31	$664,031
Benefits paid (including direct rollovers)	2016-12-31	$658,176
Total plan assets at end of year	2016-12-31	$5,247,810
Total plan assets at beginning of year	2016-12-31	$5,355,832
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$118,661
Assets. Value of loans (other than to participants)	2016-12-31	$1,150,414
Other income received	2016-12-31	$437,341
Net income (gross income less expenses)	2016-12-31	$-108,022
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,247,810
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,355,832
Assets. Value of real-estate (other than employer real property)	2016-12-31	$216,921
Total contributions received or receivable from employer(s)	2016-12-31	$7
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,855
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$304,180
Expenses. Total of all expenses incurred	2015-12-31	$987,462
Benefits paid (including direct rollovers)	2015-12-31	$983,178
Total plan assets at end of year	2015-12-31	$5,355,832
Total plan assets at beginning of year	2015-12-31	$6,039,114
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$134,350
Assets. Value of loans (other than to participants)	2015-12-31	$942,724
Other income received	2015-12-31	$53,810
Net income (gross income less expenses)	2015-12-31	$-683,282
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,355,832
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,039,114
Assets. Value of real-estate (other than employer real property)	2015-12-31	$216,921
Total contributions received or receivable from employer(s)	2015-12-31	$116,020
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$440,674
Expenses. Total of all expenses incurred	2014-12-31	$16,897
Benefits paid (including direct rollovers)	2014-12-31	$11,003
Total plan assets at end of year	2014-12-31	$6,039,114
Total plan assets at beginning of year	2014-12-31	$5,615,337
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$130,327
Assets. Value of loans (other than to participants)	2014-12-31	$892,267
Other income received	2014-12-31	$263,090
Net income (gross income less expenses)	2014-12-31	$423,777
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,039,114
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,615,337
Assets. Value of real-estate (other than employer real property)	2014-12-31	$216,921
Total contributions received or receivable from employer(s)	2014-12-31	$47,257
Value of corrective distributions	2014-12-31	$1,109
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,053,900
Expenses. Total of all expenses incurred	2013-12-31	$1,319,005
Benefits paid (including direct rollovers)	2013-12-31	$1,314,954
Total plan assets at end of year	2013-12-31	$5,615,337
Total plan assets at beginning of year	2013-12-31	$5,880,442
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Total contributions received or receivable from participants	2013-12-31	$180,625
Assets. Value of loans (other than to participants)	2013-12-31	$1,000,257
Other income received	2013-12-31	$826,745
Net income (gross income less expenses)	2013-12-31	$-265,105
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,615,337
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,880,442
Assets. Value of real-estate (other than employer real property)	2013-12-31	$267,171
Total contributions received or receivable from employer(s)	2013-12-31	$46,530
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,051
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$711,855
Expenses. Total of all expenses incurred	2012-12-31	$188,020
Benefits paid (including direct rollovers)	2012-12-31	$184,400
Total plan assets at end of year	2012-12-31	$5,880,442
Total plan assets at beginning of year	2012-12-31	$5,356,607
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Total contributions received or receivable from participants	2012-12-31	$162,756
Assets. Value of loans (other than to participants)	2012-12-31	$1,447,190
Other income received	2012-12-31	$501,877
Net income (gross income less expenses)	2012-12-31	$523,835
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,880,442
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,356,607
Assets. Value of real-estate (other than employer real property)	2012-12-31	$216,921
Total contributions received or receivable from employer(s)	2012-12-31	$47,222
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2009 : NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NATIONAL MORTGAGE CO. PROFIT SHARING PLAN

2019: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: NATIONAL MORTGAGE CO. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807274

Policy instance

Insurance contract or identification number	807274
Number of Individuals Covered	27
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807274

Policy instance

Insurance contract or identification number	807274
Number of Individuals Covered	26
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807274

Policy instance

Insurance contract or identification number	807274
Number of Individuals Covered	27
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NATIONAL MORTGAGE CO.
Employer identification number (EIN):	930783002
NAIC Classification:	522292
NAIC Description:	Real Estate Credit

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1981-02-23
Company Identification Number:	15084817
Legal Registered Office Address:	1300 SW FIFTH AVE STE 2300 PORTLAND United States of America (USA) 97201