401k Plan data: NATIONAL PEO 401(K) PLAN plan

NATIONAL PEO 401(K) PLAN 401k Plan overview

Plan Name	NATIONAL PEO 401(K) PLAN
Plan identification number	333

NATIONAL PEO 401(K) PLAN Benefits

401k Plan Type

Defined 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

NATIONAL PEO LLC has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL PEO LLC

Employer identification number (EIN): 364301767

NAIC Classification: 541214
NAIC Description: Payroll Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2019-01-01
333 2019-01-01
333 2018-01-01 NANCY MYER 2019-10-15 NANCY MYER 2019-10-15
333 2017-01-01
333 2016-01-01
333 2015-01-01
333 2014-01-01 KEVIN STEELE KEVIN STEELE 2015-10-12
333 2013-01-01 KEVIN STEELE KEVIN STEELE 2014-09-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
333	2019-01-01
333	2019-01-01
333	2018-01-01	NANCY MYER	2019-10-15	NANCY MYER	2019-10-15
333	2017-01-01
333	2016-01-01
333	2015-01-01
333	2014-01-01	KEVIN STEELE		KEVIN STEELE	2015-10-12
333	2013-01-01	KEVIN STEELE		KEVIN STEELE	2014-09-22

Plan Statistics for NATIONAL PEO 401(K) PLAN

401k plan membership statisitcs for NATIONAL PEO 401(K) PLAN

Measure Date Value
2019: NATIONAL PEO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 895
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
2018: NATIONAL PEO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 939
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 829
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 66
Total of all active and inactive participants 2018-01-01 895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 895
Number of participants with account balances 2018-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NATIONAL PEO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,917
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 827
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 82
Total of all active and inactive participants 2017-01-01 909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 909
Number of participants with account balances 2017-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NATIONAL PEO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,146
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,707
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 106
Total of all active and inactive participants 2016-01-01 1,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,813
Number of participants with account balances 2016-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: NATIONAL PEO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,107
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,394
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 211
Total of all active and inactive participants 2015-01-01 1,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,605
Number of participants with account balances 2015-01-01 405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: NATIONAL PEO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,092
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,925
Number of retired or separated participants receiving benefits 2014-01-01 22
Number of other retired or separated participants entitled to future benefits 2014-01-01 160
Total of all active and inactive participants 2014-01-01 2,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2,107
Number of participants with account balances 2014-01-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: NATIONAL PEO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,974
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,231
Number of retired or separated participants receiving benefits 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 135
Total of all active and inactive participants 2013-01-01 2,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,374
Number of participants with account balances 2013-01-01 388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2

Measure	Date	Value
2019: NATIONAL PEO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	895
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
2018: NATIONAL PEO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	939
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	829
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	66
Total of all active and inactive participants	2018-01-01	895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	895
Number of participants with account balances	2018-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NATIONAL PEO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,917
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	827
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	82
Total of all active and inactive participants	2017-01-01	909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	909
Number of participants with account balances	2017-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NATIONAL PEO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,146
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,707
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	106
Total of all active and inactive participants	2016-01-01	1,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,813
Number of participants with account balances	2016-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: NATIONAL PEO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,107
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,394
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	211
Total of all active and inactive participants	2015-01-01	1,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,605
Number of participants with account balances	2015-01-01	405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: NATIONAL PEO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,092
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,925
Number of retired or separated participants receiving benefits	2014-01-01	22
Number of other retired or separated participants entitled to future benefits	2014-01-01	160
Total of all active and inactive participants	2014-01-01	2,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2,107
Number of participants with account balances	2014-01-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: NATIONAL PEO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,974
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,231
Number of retired or separated participants receiving benefits	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	135
Total of all active and inactive participants	2013-01-01	2,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,374
Number of participants with account balances	2013-01-01	388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2

Financial Data on NATIONAL PEO 401(K) PLAN

Measure	Date	Value
2019 : NATIONAL PEO 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$7,546,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$879
Total income from all sources (including contributions)	2019-12-31	$1,366,646
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$868,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$814,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$482,625
Value of total assets at end of year	2019-12-31	$0
Value of total assets at beginning of year	2019-12-31	$7,049,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$54,310
Total interest from all sources	2019-12-31	$2,465
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$18,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$18,471
Administrative expenses professional fees incurred	2019-12-31	$3,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$373,750
Participant contributions at beginning of year	2019-12-31	$184,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$879
Other income not declared elsewhere	2019-12-31	$100
Total non interest bearing cash at beginning of year	2019-12-31	$28,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$497,648
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,048,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$21,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,452,226
Interest on participant loans	2019-12-31	$1,918
Value of interest in common/collective trusts at beginning of year	2019-12-31	$184,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$385,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$385,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$862,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$108,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$814,688
Contract administrator fees	2019-12-31	$29,046
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2019-12-31	464558541
2018 : NATIONAL PEO 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$838,785
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,022,822
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,347,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,248,191
Value of total corrective distributions	2018-12-31	$4,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,432,487
Value of total assets at end of year	2018-12-31	$7,049,875
Value of total assets at beginning of year	2018-12-31	$7,212,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$94,620
Total interest from all sources	2018-12-31	$8,272
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$195,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$195,349
Administrative expenses professional fees incurred	2018-12-31	$2,800
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,151,011
Participant contributions at end of year	2018-12-31	$184,180
Participant contributions at beginning of year	2018-12-31	$196,707
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$940,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$212
Total non interest bearing cash at end of year	2018-12-31	$28,386
Total non interest bearing cash at beginning of year	2018-12-31	$6,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$675,301
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,048,996
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,212,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$36,205
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,452,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,726,411
Interest on participant loans	2018-12-31	$7,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$385,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$282,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$282,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-613,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$340,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,248,191
Contract administrator fees	2018-12-31	$55,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2018-12-31	464558541
2017 : NATIONAL PEO 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$2,218,755
Total transfer of assets from this plan	2017-12-31	$1,105,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,976,916
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,076,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$973,387
Value of total corrective distributions	2017-12-31	$9,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,134,146
Value of total assets at end of year	2017-12-31	$7,212,480
Value of total assets at beginning of year	2017-12-31	$5,198,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$93,993
Total interest from all sources	2017-12-31	$7,905
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$129,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$129,572
Administrative expenses professional fees incurred	2017-12-31	$10,800
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$844,769
Participant contributions at end of year	2017-12-31	$196,707
Participant contributions at beginning of year	2017-12-31	$172,242
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$31,008
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$16,101
Other income not declared elsewhere	2017-12-31	$41
Total non interest bearing cash at end of year	2017-12-31	$6,451
Total non interest bearing cash at beginning of year	2017-12-31	$4,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$900,479
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,212,480
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,198,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$27,853
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,726,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,622,435
Interest on participant loans	2017-12-31	$7,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$282,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$364,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$364,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$705,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$273,276
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$3,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$973,387
Contract administrator fees	2017-12-31	$55,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2017-12-31	464558541
2016 : NATIONAL PEO 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$22,371
Total transfer of assets from this plan	2016-12-31	$49,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$59
Total income from all sources (including contributions)	2016-12-31	$1,487,384
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$991,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$898,625
Value of total corrective distributions	2016-12-31	$3,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,146,921
Value of total assets at end of year	2016-12-31	$5,198,757
Value of total assets at beginning of year	2016-12-31	$4,730,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$89,951
Total interest from all sources	2016-12-31	$5,728
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$104,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$9,399
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$752,381
Participant contributions at end of year	2016-12-31	$172,242
Participant contributions at beginning of year	2016-12-31	$159,476
Participant contributions at end of year	2016-12-31	$31,008
Participant contributions at beginning of year	2016-12-31	$13,713
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$190,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$59
Other income not declared elsewhere	2016-12-31	$52
Total non interest bearing cash at end of year	2016-12-31	$4,519
Total non interest bearing cash at beginning of year	2016-12-31	$4,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$495,667
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,198,757
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,730,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$23,811
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,622,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,151,958
Interest on participant loans	2016-12-31	$5,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$364,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$399,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$399,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$230,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$203,678
Employer contributions (assets) at end of year	2016-12-31	$3,841
Employer contributions (assets) at beginning of year	2016-12-31	$1,527
Income. Dividends from preferred stock	2016-12-31	$104,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$898,625
Contract administrator fees	2016-12-31	$56,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2016-12-31	464558541
2015 : NATIONAL PEO 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$1,134,102
Total transfer of assets from this plan	2015-12-31	$5,608,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$59
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	$1,231,150
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,133,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$993,827
Value of total corrective distributions	2015-12-31	$70
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,471,791
Value of total assets at end of year	2015-12-31	$4,730,556
Value of total assets at beginning of year	2015-12-31	$9,107,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$139,527
Total interest from all sources	2015-12-31	$8,145
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$113,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$113,895
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,024,849
Participant contributions at end of year	2015-12-31	$159,476
Participant contributions at beginning of year	2015-12-31	$195,755
Participant contributions at end of year	2015-12-31	$13,713
Participant contributions at beginning of year	2015-12-31	$16,522
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$125,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$59
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$14,371
Total non interest bearing cash at end of year	2015-12-31	$4,197
Total non interest bearing cash at beginning of year	2015-12-31	$5,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$97,726
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,730,497
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,107,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$97,348
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,151,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$8,185,660
Interest on participant loans	2015-12-31	$8,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$399,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$694,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-377,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$321,027
Employer contributions (assets) at end of year	2015-12-31	$1,527
Employer contributions (assets) at beginning of year	2015-12-31	$9,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$993,827
Contract administrator fees	2015-12-31	$42,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2015-12-31	464558541
2014 : NATIONAL PEO 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$213,859
Total transfer of assets from this plan	2014-12-31	$45,860
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	$1,706,669
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,487,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,331,292
Expenses. Certain deemed distributions of participant loans	2014-12-31	$88,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,464,996
Value of total assets at end of year	2014-12-31	$9,107,004
Value of total assets at beginning of year	2014-12-31	$9,719,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$67,622
Total interest from all sources	2014-12-31	$6,721
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$45,468
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$998,759
Participant contributions at end of year	2014-12-31	$195,755
Participant contributions at beginning of year	2014-12-31	$200,864
Participant contributions at end of year	2014-12-31	$16,522
Participant contributions at beginning of year	2014-12-31	$36,436
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$68,364
Total non interest bearing cash at end of year	2014-12-31	$5,482
Total non interest bearing cash at beginning of year	2014-12-31	$712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-780,949
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,107,004
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,719,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$8,185,660
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,640,653
Interest on participant loans	2014-12-31	$6,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$694,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$825,416
Net investment gain/loss from pooled separate accounts	2014-12-31	$234,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$397,873
Employer contributions (assets) at end of year	2014-12-31	$9,443
Employer contributions (assets) at beginning of year	2014-12-31	$15,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,331,292
Contract administrator fees	2014-12-31	$22,154
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2014-12-31	464558541
2013 : NATIONAL PEO 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$3,233,878
Total transfer of assets from this plan	2013-12-31	$2,014,232
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	$0
Total income from all sources (including contributions)	2013-12-31	$3,123,042
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$562,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$500,597
Expenses. Certain deemed distributions of participant loans	2013-12-31	$5,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,623,479
Value of total assets at end of year	2013-12-31	$9,719,954
Value of total assets at beginning of year	2013-12-31	$5,939,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$56,269
Total interest from all sources	2013-12-31	$8,399
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$30,005
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,108,757
Participant contributions at end of year	2013-12-31	$200,864
Participant contributions at beginning of year	2013-12-31	$181,814
Participant contributions at end of year	2013-12-31	$36,436
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$105,378
Total non interest bearing cash at end of year	2013-12-31	$712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,560,520
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,719,954
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,939,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,640,653
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,129,540
Interest on participant loans	2013-12-31	$8,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$825,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$628,434
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,491,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$409,344
Employer contributions (assets) at end of year	2013-12-31	$15,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$500,597
Contract administrator fees	2013-12-31	$26,264
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	METZ CPA, PC
Accountancy firm EIN	2013-12-31	860847252

Form 5500 Responses for NATIONAL PEO 401(K) PLAN

2019: NATIONAL PEO 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NATIONAL PEO 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NATIONAL PEO 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NATIONAL PEO 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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 PEO 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NATIONAL PEO 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NATIONAL PEO 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

19132

Policy instance

Insurance contract or identification number	19132
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $36,736
Total amount of fees paid to insurance company	USD $20,009
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $36,736
Amount paid for insurance broker fees	1490
Additional information about fees paid to insurance broker	FEES PAID
Insurance broker organization code?	4
Insurance broker name	NATIONAL BENEFIT SERVICES, LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

19132

Policy instance

Insurance contract or identification number	19132
Number of Individuals Covered	431
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $45,468
Total amount of fees paid to insurance company	USD $22,154
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $45,468
Amount paid for insurance broker fees	1867
Additional information about fees paid to insurance broker	FEES PAID
Insurance broker organization code?	4
Insurance broker name	NATIONAL BENEFIT SERVICES, LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

19132

Policy instance

Insurance contract or identification number	19132
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $30,005
Total amount of fees paid to insurance company	USD $26,264
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $30,005
Amount paid for insurance broker fees	1271
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	NATIONAL BENEFIT SERVICES, LLC

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Company Name:	NATIONAL PEO LLC
Employer identification number (EIN):	364301767
NAIC Classification:	541214
NAIC Description:	Payroll Services