401k Plan data: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST plan

NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

NATIVE WHOLESALE SUPPLY COMPAN has sponsored the creation of one or more 401k plans.

Company Name: NATIVE WHOLESALE SUPPLY COMPAN

Employer identification number (EIN): 161609830

NAIC Classification: 424940
NAIC Description: Tobacco and Tobacco Product Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 KARI COLGROVE KARI COLGROVE 2019-07-10
001 2017-01-01 KARI COLGROVE 2018-03-27
001 2016-01-01 EDWARD ROJAS 2017-06-21
001 2015-01-01 KARI COLGROVE 2016-06-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	KARI COLGROVE		KARI COLGROVE	2019-07-10
001	2017-01-01	KARI COLGROVE	2018-03-27
001	2016-01-01	EDWARD ROJAS	2017-06-21
001	2015-01-01	KARI COLGROVE	2016-06-08

Plan Statistics for NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 16
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 23
Number of participants with account balances 2022-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 20
Number of participants with account balances 2021-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 20
Number of participants with account balances 2020-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
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 2
Total of all active and inactive participants 2019-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
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 2
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	16
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	23
Number of participants with account balances	2022-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	20
Number of participants with account balances	2021-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	20
Number of participants with account balances	2020-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
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	2
Total of all active and inactive participants	2019-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
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	2
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2022 : NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$19,778
Expenses. Total of all expenses incurred	2022-12-31	$1,909
Total plan assets at end of year	2022-12-31	$220,515
Total plan assets at beginning of year	2022-12-31	$202,646
Total contributions received or receivable from participants	2022-12-31	$26,857
Contributions received from other sources (not participants or employers)	2022-12-31	$9,613
Other income received	2022-12-31	$-36,952
Net income (gross income less expenses)	2022-12-31	$17,869
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$220,515
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$202,646
Total contributions received or receivable from employer(s)	2022-12-31	$20,260
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,909
2021 : NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$40,461
Expenses. Total of all expenses incurred	2021-12-31	$21,534
Benefits paid (including direct rollovers)	2021-12-31	$19,714
Total plan assets at end of year	2021-12-31	$202,646
Total plan assets at beginning of year	2021-12-31	$183,719
Total contributions received or receivable from participants	2021-12-31	$13,813
Other income received	2021-12-31	$14,737
Net income (gross income less expenses)	2021-12-31	$18,927
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$202,646
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$183,719
Total contributions received or receivable from employer(s)	2021-12-31	$11,911
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,820
2020 : NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$46,776
Expenses. Total of all expenses incurred	2020-12-31	$5,687
Benefits paid (including direct rollovers)	2020-12-31	$3,979
Total plan assets at end of year	2020-12-31	$183,719
Total plan assets at beginning of year	2020-12-31	$142,630
Total contributions received or receivable from participants	2020-12-31	$10,190
Contributions received from other sources (not participants or employers)	2020-12-31	$7,433
Other income received	2020-12-31	$19,745
Net income (gross income less expenses)	2020-12-31	$41,089
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$183,719
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$142,630
Total contributions received or receivable from employer(s)	2020-12-31	$9,408
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,708
2019 : NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$47,743
Expenses. Total of all expenses incurred	2019-12-31	$1,137
Total plan assets at end of year	2019-12-31	$142,630
Total plan assets at beginning of year	2019-12-31	$96,024
Total contributions received or receivable from participants	2019-12-31	$14,575
Other income received	2019-12-31	$19,847
Net income (gross income less expenses)	2019-12-31	$46,606
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$142,630
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$96,024
Total contributions received or receivable from employer(s)	2019-12-31	$13,321
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,137
2018 : NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$20,427
Expenses. Total of all expenses incurred	2018-12-31	$79,655
Benefits paid (including direct rollovers)	2018-12-31	$78,315
Total plan assets at end of year	2018-12-31	$96,024
Total plan assets at beginning of year	2018-12-31	$155,252
Total contributions received or receivable from participants	2018-12-31	$15,763
Expenses. Other expenses not covered elsewhere	2018-12-31	$1,340
Other income received	2018-12-31	$-9,133
Net income (gross income less expenses)	2018-12-31	$-59,228
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$96,024
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$155,252
Total contributions received or receivable from employer(s)	2018-12-31	$13,797

Form 5500 Responses for NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST

2022: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NATIVE WHOLESALE SUPPLY COMPANY 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

NATIVE WHOLESALE INC, HEALTH AND WELFARE BENEFIT PLAN [EIN = 650307241]

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Company Name:	NATIVE WHOLESALE SUPPLY COMPAN
Employer identification number (EIN):	161609830
NAIC Classification:	424940
NAIC Description:	Tobacco and Tobacco Product Merchant Wholesalers