401k Plan data: NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN plan

NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan Name	NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN
Plan identification number	002

NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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 STUDENT FINANCIAL AID ADMINISTRATORS has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS

Employer identification number (EIN): 830211970

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ROBYN WASHINGTON 2024-10-11 ROBYN WASHINGTON 2024-10-11
002 2022-01-01 ROBYN WASHINGTON 2023-10-11 ROBYN WASHINGTON 2023-10-11
002 2021-01-01 ROBYN WASHINGTON 2022-10-14 ROBYN WASHINGTON 2022-10-14
002 2021-01-01 ROBYN WASHINGTON 2022-10-14 ROBYN WASHINGTON 2022-10-14
002 2020-01-01 JULIA MARX 2021-06-15
002 2019-01-01 JULIA MARX 2020-07-31 JULIA MARX 2020-07-31
002 2018-01-01 JULIA MARX 2019-06-04 JULIA MARX 2019-06-04
002 2017-01-01 JULIA MARX 2018-06-21 JULIA MARX 2018-06-21
002 2016-01-01 JULIA MARX 2017-05-10
002 2014-01-01 JULIA MARX 2015-07-31
002 2013-01-01 JUSTIN DRAEGER 2014-05-13
002 2012-01-01 JUSTIN DRAEGER 2013-05-29
002 2011-01-01 JUSTIN DRAEGER 2012-09-26
002 2010-01-01 JUSTIN DRAEGER 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ROBYN WASHINGTON	2024-10-11	ROBYN WASHINGTON	2024-10-11
002	2022-01-01	ROBYN WASHINGTON	2023-10-11	ROBYN WASHINGTON	2023-10-11
002	2021-01-01	ROBYN WASHINGTON	2022-10-14	ROBYN WASHINGTON	2022-10-14
002	2021-01-01	ROBYN WASHINGTON	2022-10-14	ROBYN WASHINGTON	2022-10-14
002	2020-01-01	JULIA MARX	2021-06-15
002	2019-01-01	JULIA MARX	2020-07-31	JULIA MARX	2020-07-31
002	2018-01-01	JULIA MARX	2019-06-04	JULIA MARX	2019-06-04
002	2017-01-01	JULIA MARX	2018-06-21	JULIA MARX	2018-06-21
002	2016-01-01	JULIA MARX	2017-05-10
002	2014-01-01	JULIA MARX	2015-07-31
002	2013-01-01	JUSTIN DRAEGER	2014-05-13
002	2012-01-01	JUSTIN DRAEGER	2013-05-29
002	2011-01-01	JUSTIN DRAEGER	2012-09-26
002	2010-01-01	JUSTIN DRAEGER	2011-10-13

Plan Statistics for NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2025: NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-09 58
Total number of particpants at end of year 2025-10-09 62
Number of Participants With Account Balances 2025-10-09 58
2024: NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-11 56
Total number of particpants at end of year 2024-10-11 58
Number of Participants With Account Balances 2024-10-11 56

Measure	Date	Value
2025: NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-09	58
Total number of particpants at end of year	2025-10-09	62
Number of Participants With Account Balances	2025-10-09	58
2024: NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-11	56
Total number of particpants at end of year	2024-10-11	58
Number of Participants With Account Balances	2024-10-11	56

Financial Data on NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN

Measure	Date	Value
2025 : NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-09	529453
Net assets as of the end of the plan year	2025-10-09	4051909
Total assets as of the beginning of the plan year	2025-10-09	3789690
Value of plan covered by a fidelity bond	2025-10-09	500000
Participant contributions to plan in this plan year	2025-10-09	311639
Value of participant loans at end of plan year	2025-10-09	51988
Other income to plan in this plan year	2025-10-09	480033
Plan net income in this plan year	2025-10-09	262219
Net assets as of the end of the plan year	2025-10-09	4051909
Net assets as of the beginning of the plan year	2025-10-09	3789690
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-09	12893
2024 : NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS SUPPLEMENTAL RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-11	79337
Net assets as of the end of the plan year	2024-10-11	3789690
Total assets as of the beginning of the plan year	2024-10-11	3125017
Value of plan covered by a fidelity bond	2024-10-11	500000
Participant contributions to plan in this plan year	2024-10-11	248782
Value of participant loans at end of plan year	2024-10-11	24098
Other expenses paid from plan in this plan year	2024-10-11	25
Other income to plan in this plan year	2024-10-11	495228
Plan net income in this plan year	2024-10-11	664673
Net assets as of the end of the plan year	2024-10-11	3789690
Net assets as of the beginning of the plan year	2024-10-11	3125017

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Company Name:	NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS
Employer identification number (EIN):	830211970
NAIC Classification:	611000