NATIONAL CITIES CORPORATION I, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP
401k plan membership statisitcs for EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP
| Measure | Date | Value |
|---|
| 2023: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-05-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-05-01 | 19 |
| Number of retired or separated participants receiving benefits | 2023-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-05-01 | 0 |
| Total of all active and inactive participants | 2023-05-01 | 19 |
| 2022: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 23 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 23 |
| 2021: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 23 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 23 |
| 2020: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 22 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 22 |
| Total participants, beginning-of-year | 2020-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 35 |
| Measure | Date | Value |
|---|
| 2024 : EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2024 401k financial data |
|---|
| Total income from all sources | 2024-04-30 | $168,565 |
| Expenses. Total of all expenses incurred | 2024-04-30 | $201,691 |
| Benefits paid (including direct rollovers) | 2024-04-30 | $111,340 |
| Total plan assets at beginning of year | 2024-04-30 | $33,126 |
| Value of fidelity bond covering the plan | 2024-04-30 | $16,000 |
| Expenses. Other expenses not covered elsewhere | 2024-04-30 | $90,351 |
| Net income (gross income less expenses) | 2024-04-30 | $-33,126 |
| Net plan assets at end of year (total assets less liabilities) | 2024-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-04-30 | $33,126 |
| Total contributions received or receivable from employer(s) | 2024-04-30 | $168,565 |
| 2023 : EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $161,352 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $190,542 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $90,082 |
| Total plan assets at end of year | 2023-04-30 | $33,126 |
| Total plan assets at beginning of year | 2023-04-30 | $62,316 |
| Value of fidelity bond covering the plan | 2023-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $100,460 |
| Net income (gross income less expenses) | 2023-04-30 | $-29,190 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $33,126 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $62,316 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $161,352 |
| 2022 : EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $170,146 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $134,220 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $45,621 |
| Total plan assets at end of year | 2022-04-30 | $62,316 |
| Total plan assets at beginning of year | 2022-04-30 | $26,390 |
| Value of fidelity bond covering the plan | 2022-04-30 | $9,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $88,599 |
| Net income (gross income less expenses) | 2022-04-30 | $35,926 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $62,316 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $26,390 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $170,146 |
| 2021 : EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $180,347 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $177,989 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $85,257 |
| Total plan assets at end of year | 2021-04-30 | $26,390 |
| Total plan assets at beginning of year | 2021-04-30 | $24,032 |
| Value of fidelity bond covering the plan | 2021-04-30 | $35,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $92,732 |
| Net income (gross income less expenses) | 2021-04-30 | $2,358 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $26,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $24,032 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $180,347 |
| 2020 : EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-04-30 | $0 |
| Total income from all sources | 2020-04-30 | $73,744 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $49,712 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $11,687 |
| Total plan assets at end of year | 2020-04-30 | $24,032 |
| Value of fidelity bond covering the plan | 2020-04-30 | $35,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $38,025 |
| Net income (gross income less expenses) | 2020-04-30 | $24,032 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $24,032 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $73,744 |
| 2023: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2023 form 5500 responses |
|---|
| 2023-05-01 | Type of plan entity | Single employer plan |
| 2023-05-01 | Submission has been amended | No |
| 2023-05-01 | This submission is the final filing | No |
| 2023-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-05-01 | Plan is a collectively bargained plan | No |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – Trust | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement - Trust | Yes |
| 2022: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | First time form 5500 has been submitted | Yes |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |