401k Plan data: NATIONAL SECURITY PARTNERS 401(K) PLAN plan

NATIONAL SECURITY PARTNERS 401(K) PLAN 401k Plan overview

Plan Name	NATIONAL SECURITY PARTNERS 401(K) PLAN
Plan identification number	001

NATIONAL SECURITY PARTNERS 401(K) 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: NATIONAL SECURITY PARTNERS LLC

Employer identification number (EIN): 453479916

NAIC Classification: 541600

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 PAMELA WARE
001 2013-01-01 DIANA GRESHAM
001 2012-01-01 DIANA GRESHAM 2013-06-21
001 2011-01-01 DEE CARLSON 2012-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	PAMELA WARE
001	2013-01-01	DIANA GRESHAM
001	2012-01-01	DIANA GRESHAM	2013-06-21
001	2011-01-01	DEE CARLSON	2012-10-11

Plan Statistics for NATIONAL SECURITY PARTNERS 401(K) PLAN

401k plan membership statisitcs for NATIONAL SECURITY PARTNERS 401(K) PLAN

Measure Date Value
2014: NATIONAL SECURITY PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 187
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 111
Total of all active and inactive participants 2014-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 300
Number of participants with account balances 2014-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NATIONAL SECURITY PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 200
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 98
Total of all active and inactive participants 2013-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 298
Number of participants with account balances 2013-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 55

Measure	Date	Value
2014: NATIONAL SECURITY PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	187
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	111
Total of all active and inactive participants	2014-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	300
Number of participants with account balances	2014-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NATIONAL SECURITY PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	200
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	98
Total of all active and inactive participants	2013-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	298
Number of participants with account balances	2013-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	55

Financial Data on NATIONAL SECURITY PARTNERS 401(K) PLAN

Measure	Date	Value
2014 : NATIONAL SECURITY PARTNERS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,006,683
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,646,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,583,962
Value of total corrective distributions	2014-12-31	$54,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,531,906
Value of total assets at end of year	2014-12-31	$22,750,021
Value of total assets at beginning of year	2014-12-31	$20,389,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,078
Total interest from all sources	2014-12-31	$10,779
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
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,926,121
Participant contributions at end of year	2014-12-31	$257,710
Participant contributions at beginning of year	2014-12-31	$263,532
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$432,793
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,298
Other income not declared elsewhere	2014-12-31	$67,756
Total non interest bearing cash at end of year	2014-12-31	$21,319,319
Total non interest bearing cash at beginning of year	2014-12-31	$8,274,394
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	$2,360,276
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$22,750,021
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$20,389,745
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 registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,849,521
Interest on participant loans	2014-12-31	$10,779
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,396,242
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	Yes
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	$1,172,992
Employer contributions (assets) at end of year	2014-12-31	$1,172,992
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,583,962
Contract administrator fees	2014-12-31	$8,078
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	2014-12-31	Yes
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	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : NATIONAL SECURITY PARTNERS 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	$8,327,103
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	$4,481,457
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,321,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,311,461
Value of total corrective distributions	2013-12-31	$4,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,940,605
Value of total assets at end of year	2013-12-31	$20,389,745
Value of total assets at beginning of year	2013-12-31	$10,902,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,623
Total interest from all sources	2013-12-31	$7,067
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
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,700,750
Participant contributions at end of year	2013-12-31	$263,532
Participant contributions at beginning of year	2013-12-31	$151,727
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$40
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$495,802
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$6,068
Total non interest bearing cash at end of year	2013-12-31	$8,274,394
Total non interest bearing cash at beginning of year	2013-12-31	$10,751,009
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	$1,159,859
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$20,389,745
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,902,783
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 registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,849,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$7,067
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,527,717
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	$744,053
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,311,461
Contract administrator fees	2013-12-31	$5,623
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	2013-12-31	Yes
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	MCGLADREY, LLP
Accountancy firm EIN	2013-12-31	420714325

Form 5500 Responses for NATIONAL SECURITY PARTNERS 401(K) PLAN

2014: NATIONAL SECURITY PARTNERS 401(K) 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 – 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 SECURITY PARTNERS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108709
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108709
Policy instance	1

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Company Name:	NATIONAL SECURITY PARTNERS LLC
Employer identification number (EIN):	453479916
NAIC Classification:	541600