NATIONAL ASSOCIATION OF WHOLESALER- DISTRIBUTORS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN
401k plan membership statisitcs for NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2018: NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 4,517,623 |
| Acturial value of plan assets | 2018-12-31 | 4,517,623 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
| Number of terminated vested participants | 2018-12-31 | 6 |
| Fundng target for terminated vested participants | 2018-12-31 | 162,196 |
| Active participant vested funding target | 2018-12-31 | 3,008,821 |
| Number of active participants | 2018-12-31 | 8 |
| Total funding liabilities for active participants | 2018-12-31 | 3,008,821 |
| Total participant count | 2018-12-31 | 14 |
| Total funding target for all participants | 2018-12-31 | 3,171,017 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 772,133 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 279,369 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 772,133 |
| Amount remaining of prefunding balance | 2018-12-31 | 279,369 |
| Present value of excess contributions | 2018-12-31 | 207,410 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 219,813 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 891,968 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 322,727 |
| Total employer contributions | 2018-12-31 | 14,000 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 13,776 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 13,000 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 13,776 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| 2017: NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 3,717,589 |
| Acturial value of plan assets | 2017-12-31 | 3,717,589 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
| Number of terminated vested participants | 2017-12-31 | 6 |
| Fundng target for terminated vested participants | 2017-12-31 | 150,411 |
| Active participant vested funding target | 2017-12-31 | 2,836,115 |
| Number of active participants | 2017-12-31 | 8 |
| Total funding liabilities for active participants | 2017-12-31 | 2,836,115 |
| Total participant count | 2017-12-31 | 14 |
| Total funding target for all participants | 2017-12-31 | 2,986,526 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 699,269 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 253,006 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 699,269 |
| Amount remaining of prefunding balance | 2017-12-31 | 253,006 |
| Present value of excess contributions | 2017-12-31 | 195,320 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 207,352 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 772,133 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 279,369 |
| Total employer contributions | 2017-12-31 | 233,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 221,410 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 14,000 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 14,000 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 14,000 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 221,410 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| 2016: NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 3,762,257 |
| Acturial value of plan assets | 2016-12-31 | 3,762,257 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 4 |
| Fundng target for terminated vested participants | 2016-12-31 | 128,136 |
| Active participant vested funding target | 2016-12-31 | 3,202,130 |
| Number of active participants | 2016-12-31 | 12 |
| Total funding liabilities for active participants | 2016-12-31 | 3,202,130 |
| Total participant count | 2016-12-31 | 16 |
| Total funding target for all participants | 2016-12-31 | 3,330,266 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 709,126 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 256,572 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 709,126 |
| Amount remaining of prefunding balance | 2016-12-31 | 256,572 |
| Present value of excess contributions | 2016-12-31 | 208,039 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 221,021 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 699,269 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 253,006 |
| Total employer contributions | 2016-12-31 | 220,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 208,320 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 13,000 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 13,000 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 13,000 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 208,320 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| 2013: NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
| 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 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,031,830 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $149,061 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $149,061 |
| Total plan assets at end of year | 2013-12-31 | $7,244,025 |
| Total plan assets at beginning of year | 2013-12-31 | $6,361,256 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $710,970 |
| Net income (gross income less expenses) | 2013-12-31 | $882,769 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,244,025 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,361,256 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $320,860 |
| 2012 : NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $806,554 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $115,729 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $115,729 |
| Total plan assets at end of year | 2012-12-31 | $6,361,256 |
| Total plan assets at beginning of year | 2012-12-31 | $5,670,431 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $515,458 |
| Net income (gross income less expenses) | 2012-12-31 | $690,825 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,361,256 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,670,431 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $291,096 |
| 2011 : NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $404,234 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $88,227 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $88,227 |
| Total plan assets at end of year | 2011-12-31 | $5,670,431 |
| Total plan assets at beginning of year | 2011-12-31 | $5,354,424 |
| Other income received | 2011-12-31 | $102,237 |
| Net income (gross income less expenses) | 2011-12-31 | $316,007 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,670,431 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,354,424 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $301,997 |
| 2010 : NATIONAL ASSOCIATION OF WHOLESALERS - DISTRIBUTORS DEFINED BENEFIT RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $712,694 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $24,806 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $24,806 |
| Total plan assets at end of year | 2010-12-31 | $5,354,424 |
| Total plan assets at beginning of year | 2010-12-31 | $4,666,536 |
| Other income received | 2010-12-31 | $423,688 |
| Net income (gross income less expenses) | 2010-12-31 | $687,888 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,354,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,666,536 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $289,006 |