401k Plan data: THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN plan

THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 401k Plan overview

Plan Name	THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN
Plan identification number	002

THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 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.
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

THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES, INC has sponsored the creation of one or more 401k plans.

Company Name: THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES, INC

Employer identification number (EIN): 530184296

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CHERYL YOUNG 2024-11-26
002 2022-01-01 CHERYL DENISE YOUNG 2023-07-05
002 2021-01-01 CHERYL D YOUNG 2022-06-27
002 2020-01-01 CHERYL DENISE YOUNG 2021-06-04
002 2019-01-01 CHERYL D YOUNG 2020-10-13 CHERYL D YOUNG 2020-10-13
002 2018-01-01 LAURA ROZNOVSKY 2019-10-15 LAURA ROZNOVSKY 2019-10-15
002 2017-01-01 PATRICIA OCONNELL 2018-10-11 PATRICIA OCONNELL 2018-10-11
002 2016-01-01 JESSIE R ROBINSON 2017-08-17 PATRICIA R O'CONNELL 2017-08-17
002 2015-01-01 PATRICIA O'CONNELL
002 2014-01-01 PATRICIA O'CONNELL GUS HARGETT 2015-09-30
002 2013-01-01 PATRICIA O'CONNELL
002 2012-01-01 PATRICIA R. O'CONNELL GUS L HARGETT JR 2013-05-28
002 2011-01-01 PATRICIA R. O'CONNELL
002 2009-01-01 PAMELA BUCKLER GUS L HARGETT, JR. 2010-09-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	CHERYL YOUNG	2024-11-26
002	2022-01-01	CHERYL DENISE YOUNG	2023-07-05
002	2021-01-01	CHERYL D YOUNG	2022-06-27
002	2020-01-01	CHERYL DENISE YOUNG	2021-06-04
002	2019-01-01	CHERYL D YOUNG	2020-10-13	CHERYL D YOUNG	2020-10-13
002	2018-01-01	LAURA ROZNOVSKY	2019-10-15	LAURA ROZNOVSKY	2019-10-15
002	2017-01-01	PATRICIA OCONNELL	2018-10-11	PATRICIA OCONNELL	2018-10-11
002	2016-01-01	JESSIE R ROBINSON	2017-08-17	PATRICIA R O'CONNELL	2017-08-17
002	2015-01-01	PATRICIA O'CONNELL
002	2014-01-01	PATRICIA O'CONNELL		GUS HARGETT	2015-09-30
002	2013-01-01	PATRICIA O'CONNELL
002	2012-01-01	PATRICIA R. O'CONNELL		GUS L HARGETT JR	2013-05-28
002	2011-01-01	PATRICIA R. O'CONNELL
002	2009-01-01	PAMELA BUCKLER		GUS L HARGETT, JR.	2010-09-10

Financial Data on THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN

Measure	Date	Value
2025 : THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-24	684677
Net assets as of the end of the plan year	2025-06-24	4103249
Total assets as of the beginning of the plan year	2025-06-24	3913388
Value of plan covered by a fidelity bond	2025-06-24	1000000
Participant contributions to plan in this plan year	2025-06-24	277126
Value of participant loans at end of plan year	2025-06-24	47359
Other income to plan in this plan year	2025-06-24	417463
Plan net income in this plan year	2025-06-24	189861
Net assets as of the end of the plan year	2025-06-24	4103249
Net assets as of the beginning of the plan year	2025-06-24	3913388
Employer contributions to plan in this plan year	2025-06-24	179949
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-24	975
2024 : THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-11-26	238864
Net assets as of the end of the plan year	2024-11-26	3913388
Total assets as of the beginning of the plan year	2024-11-26	3114840
Value of plan covered by a fidelity bond	2024-11-26	1000000
Participant contributions to plan in this plan year	2024-11-26	338574
Value of participant loans at end of plan year	2024-11-26	93869
Other income to plan in this plan year	2024-11-26	493584
Plan net income in this plan year	2024-11-26	798548
Net assets as of the end of the plan year	2024-11-26	3913388
Net assets as of the beginning of the plan year	2024-11-26	3114840
Employer contributions to plan in this plan year	2024-11-26	205254
Expensese paid to adminstrative service provicers from plan in this plan year	2024-11-26	1000
2022 : THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-27	407603
Net assets as of the end of the plan year	2022-06-27	3698273
Total assets as of the beginning of the plan year	2022-06-27	3319339
Value of plan covered by a fidelity bond	2022-06-27	1000000
Participant contributions to plan in this plan year	2022-06-27	215436
Value of participant loans at end of plan year	2022-06-27	113220
Other income to plan in this plan year	2022-06-27	428663
Plan net income in this plan year	2022-06-27	378934
Net assets as of the end of the plan year	2022-06-27	3698273
Net assets as of the beginning of the plan year	2022-06-27	3319339
Employer contributions to plan in this plan year	2022-06-27	142438
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-27	1000
2015 : THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$239,024
Expenses. Total of all expenses incurred	2015-12-31	$321,092
Benefits paid (including direct rollovers)	2015-12-31	$320,767
Total plan assets at end of year	2015-12-31	$1,829,182
Total plan assets at beginning of year	2015-12-31	$1,911,250
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$141,993
Other income received	2015-12-31	$-19,400
Net income (gross income less expenses)	2015-12-31	$-82,068
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,829,182
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,911,250
Assets. Value of participant loans	2015-12-31	$15,768
Total contributions received or receivable from employer(s)	2015-12-31	$116,431
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$325
2014 : THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$369,367
Expenses. Total of all expenses incurred	2014-12-31	$379,149
Benefits paid (including direct rollovers)	2014-12-31	$377,139
Total plan assets at end of year	2014-12-31	$1,911,250
Total plan assets at beginning of year	2014-12-31	$1,921,032
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$125,313
Other income received	2014-12-31	$126,972
Net income (gross income less expenses)	2014-12-31	$-9,782
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,911,250
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,921,032
Assets. Value of participant loans	2014-12-31	$20,515
Total contributions received or receivable from employer(s)	2014-12-31	$117,082
Value of corrective distributions	2014-12-31	$1,435
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$575
2013 : THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$599,289
Expenses. Total of all expenses incurred	2013-12-31	$394,823
Benefits paid (including direct rollovers)	2013-12-31	$391,832
Total plan assets at end of year	2013-12-31	$1,921,032
Total plan assets at beginning of year	2013-12-31	$1,716,566
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$124,709
Contributions received from other sources (not participants or employers)	2013-12-31	$30,772
Other income received	2013-12-31	$316,320
Net income (gross income less expenses)	2013-12-31	$204,466
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,921,032
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,716,566
Assets. Value of participant loans	2013-12-31	$20,260
Total contributions received or receivable from employer(s)	2013-12-31	$127,488
Value of corrective distributions	2013-12-31	$2,541
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$450
2012 : THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$443,058
Expenses. Total of all expenses incurred	2012-12-31	$176,083
Benefits paid (including direct rollovers)	2012-12-31	$175,833
Total plan assets at end of year	2012-12-31	$1,716,566
Total plan assets at beginning of year	2012-12-31	$1,449,591
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$132,368
Other income received	2012-12-31	$192,102
Net income (gross income less expenses)	2012-12-31	$266,975
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,716,566
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,449,591
Assets. Value of participant loans	2012-12-31	$25,650
Total contributions received or receivable from employer(s)	2012-12-31	$118,588
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$250
2011 : THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$253,623
Expenses. Total of all expenses incurred	2011-12-31	$982,756
Benefits paid (including direct rollovers)	2011-12-31	$982,231
Total plan assets at end of year	2011-12-31	$1,449,591
Total plan assets at beginning of year	2011-12-31	$2,178,724
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$141,014
Contributions received from other sources (not participants or employers)	2011-12-31	$9,377
Other income received	2011-12-31	$-17,847
Net income (gross income less expenses)	2011-12-31	$-729,133
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,449,591
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,178,724
Assets. Value of participant loans	2011-12-31	$40,007
Total contributions received or receivable from employer(s)	2011-12-31	$121,079
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$525
2009 : THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN

2015: THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 401 K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9097
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9097
Policy instance	1

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Company Name:	THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES, INC
Employer identification number (EIN):	530184296
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations