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NORTH AMERICAN WORLD TRADE GROUP 401(K) PLAN 401k Plan overview

Plan NameNORTH AMERICAN WORLD TRADE GROUP 401(K) PLAN
Plan identification number 001

NORTH AMERICAN WORLD TRADE GROUP 401(K) PLAN 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

NORTH AMERICAN WORLD TRADE GROUP has sponsored the creation of one or more 401k plans.

Company Name:NORTH AMERICAN WORLD TRADE GROUP
Employer identification number (EIN):931074041
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH AMERICAN WORLD TRADE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KELLY EDWARDS2024-07-05 KELLY EDWARDS2024-07-05
0012022-01-01KELLY EDWARDS2023-10-10 KELLY EDWARDS2023-10-10
0012021-01-01KELLY EDWARDS2022-07-28
0012020-01-01DEBORAH HAAS2021-07-02 STEVE K. ALLISON2021-07-02
0012019-01-01DEBORAHH22020-04-28 DEBORAH L HAAS2020-04-28
0012018-01-01DEBORAH HAAS2019-06-19 DEBORAH HAAS2019-06-19
0012017-01-01DEBORAH L. HAAS2018-10-08
0012016-01-01ANN PHAM2017-06-27 ANN PHAM2017-06-27
0012015-01-01ANN PHAM2016-07-21 ANN PHAM2016-07-21
0012014-01-01ANN PHAM2015-04-14 ANN PHAM2015-04-14
0012013-01-01ANN PHAM2014-04-29
0012012-01-01TOM D CHINN2013-07-11 ANN PHAM2013-07-11
0012011-01-01TOM CHINN2012-08-17
0012010-01-01TOM CHINN2011-06-29 DEBBIE RUGER2011-06-29

Financial Data on NORTH AMERICAN WORLD TRADE GROUP 401(K) PLAN

Measure Date Value
2025 : NORTH AMERICAN WORLD TRADE GROUP 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-150
Total expenses incurred by plan in this plan year2025-06-1520426
Net assets as of the end of the plan year2025-06-151885037
Total assets as of the beginning of the plan year2025-06-151626990
Value of plan covered by a fidelity bond2025-06-1550000
Participant contributions to plan in this plan year2025-06-1594672
Value of participant loans at end of plan year2025-06-1515950
Other income to plan in this plan year2025-06-15183801
Plan net income in this plan year2025-06-15258047
Net assets as of the end of the plan year2025-06-151885037
Net assets as of the beginning of the plan year2025-06-151626990
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-153795
2024 : NORTH AMERICAN WORLD TRADE GROUP 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-050
Total expenses incurred by plan in this plan year2024-07-054946
Net assets as of the end of the plan year2024-07-051626990
Total assets as of the beginning of the plan year2024-07-051372095
Value of plan covered by a fidelity bond2024-07-0550000
Participant contributions to plan in this plan year2024-07-0571028
Value of participant loans at end of plan year2024-07-0516571
Other income to plan in this plan year2024-07-05188813
Plan net income in this plan year2024-07-05254895
Net assets as of the end of the plan year2024-07-051626990
Net assets as of the beginning of the plan year2024-07-051372095
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-053519

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