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NATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameNATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

NATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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 ASSOCIATION OF WORKFO has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOCIATION OF WORKFO
Employer identification number (EIN):521167468
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRADFORD C TURNER-LITTLE2024-05-23
0012022-01-01RONALD D PAINTER2023-06-12
0012021-01-01RONALD D PAINTER2022-07-15
0012020-01-01RONALD PAINTER2021-05-27
0012019-01-01RONALD PAINTER2020-07-14
0012018-01-01RONALD PAINTER2019-10-11
0012017-01-01RON PAINTER2018-07-30
0012016-01-01RONALD D. PAINTER2017-07-17
0012015-01-01RONALD PAINTER2016-10-12

Plan Statistics for NATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for NATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: NATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-1614
Total number of particpants at end of year2025-06-1619
Number of Participants With Account Balances2025-06-1619
2024: NATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-2315
Total number of particpants at end of year2024-05-2314
Number of Participants With Account Balances2024-05-2314

Financial Data on NATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : NATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-160
Total liabilities as of the end of the plan year2025-06-160
Total liabilities as of the beginning of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-1694595
Net assets as of the end of the plan year2025-06-1691898
Total assets as of the beginning of the plan year2025-06-16125666
Participant contributions to plan in this plan year2025-06-1617236
Value of participant loans at end of plan year2025-06-168209
Other expenses paid from plan in this plan year2025-06-160
Other contributions to plan in this plan year2025-06-160
Other income to plan in this plan year2025-06-167945
Plan net income in this plan year2025-06-16-33768
Net assets as of the end of the plan year2025-06-1691898
Net assets as of the beginning of the plan year2025-06-16125666
Employer contributions to plan in this plan year2025-06-1635646
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-16598
2024 : NATIONAL ASSOCIATION OF WORKFO 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-230
Total liabilities as of the end of the plan year2024-05-230
Total liabilities as of the beginning of the plan year2024-05-230
Total expenses incurred by plan in this plan year2024-05-23263013
Net assets as of the end of the plan year2024-05-23125666
Total assets as of the beginning of the plan year2024-05-23300162
Participant contributions to plan in this plan year2024-05-2330403
Value of participant loans at end of plan year2024-05-2310879
Other expenses paid from plan in this plan year2024-05-230
Other contributions to plan in this plan year2024-05-2311497
Other income to plan in this plan year2024-05-2322126
Plan net income in this plan year2024-05-23-174496
Net assets as of the end of the plan year2024-05-23125666
Net assets as of the beginning of the plan year2024-05-23300162
Employer contributions to plan in this plan year2024-05-2324491
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-23345

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