401k Plan data: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN plan

NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN
Plan identification number	001

NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL MORTGAGE & FINANCE CO LTD has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL MORTGAGE & FINANCE CO LTD

Employer identification number (EIN): 990049850

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01 FRANKLIN M. TOKIOKA 2020-10-13
001 2018-01-01 FRANKLIN M. TOKIOKA 2019-10-04
001 2017-01-01 FRANKLIN M. TOKIOKA
001 2016-01-01 FRANKLIN M. TAKIOKA
001 2016-01-01
001 2015-01-01 FRANKLIN M. TAKIOKA
001 2014-01-01 FRANKLIN M. TAKIOKA
001 2013-01-01 FRANKLIN M. TAKIOKA
001 2012-01-01 FRANKLIN M. TAKIOKA
001 2011-01-01 FRANKLIN M. TOKIOKA
001 2009-01-01 FRANKLIN M. TOKIOKA FRANKLIN M. TOKIOKA 2010-10-15

Plan Statistics for NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN

401k plan membership statisitcs for NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN

Measure Date Value
2022: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 102
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 149
Number of participants with account balances 2022-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 96
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 37
Total of all active and inactive participants 2021-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 139
Number of participants with account balances 2021-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 98
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 136
Number of participants with account balances 2020-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 16
2017: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 72
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 31
Total of all active and inactive participants 2017-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 105
Number of participants with account balances 2017-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 75
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 45
Total of all active and inactive participants 2016-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 121
Number of participants with account balances 2016-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 76
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 36
Total of all active and inactive participants 2015-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 114
Number of participants with account balances 2015-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 81
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 92
Number of participants with account balances 2014-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 75
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 18
Total of all active and inactive participants 2013-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 93
Number of participants with account balances 2013-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 75
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 10
Total of all active and inactive participants 2012-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 85
Number of participants with account balances 2012-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
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 11
Total of all active and inactive participants 2011-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 82
Number of participants with account balances 2011-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 14
2009: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 75
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 23
Total of all active and inactive participants 2009-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 98
Number of participants with account balances 2009-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	102
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	149
Number of participants with account balances	2022-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	96
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	37
Total of all active and inactive participants	2021-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	139
Number of participants with account balances	2021-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	98
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	136
Number of participants with account balances	2020-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	16
2017: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	72
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	31
Total of all active and inactive participants	2017-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	105
Number of participants with account balances	2017-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	75
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	45
Total of all active and inactive participants	2016-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	121
Number of participants with account balances	2016-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	76
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	36
Total of all active and inactive participants	2015-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	114
Number of participants with account balances	2015-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	81
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	92
Number of participants with account balances	2014-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	75
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	18
Total of all active and inactive participants	2013-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	93
Number of participants with account balances	2013-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	75
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	10
Total of all active and inactive participants	2012-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	85
Number of participants with account balances	2012-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
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	11
Total of all active and inactive participants	2011-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	82
Number of participants with account balances	2011-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	14
2009: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	75
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	23
Total of all active and inactive participants	2009-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	98
Number of participants with account balances	2009-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN

Measure	Date	Value
2022 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-453,647
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$557,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$519,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,293,863
Value of total assets at end of year	2022-12-31	$11,063,374
Value of total assets at beginning of year	2022-12-31	$12,074,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$38,332
Total interest from all sources	2022-12-31	$6,826
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$309,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$309,402
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$569,741
Participant contributions at end of year	2022-12-31	$142,774
Participant contributions at beginning of year	2022-12-31	$132,140
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$216,396
Other income not declared elsewhere	2022-12-31	$2,621
Administrative expenses (other) incurred	2022-12-31	$38,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,011,395
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,063,374
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,074,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,460,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,027,983
Interest on participant loans	2022-12-31	$6,826
Value of interest in common/collective trusts at end of year	2022-12-31	$2,460,298
Value of interest in common/collective trusts at beginning of year	2022-12-31	$914,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,102,951
Net investment gain or loss from common/collective trusts	2022-12-31	$36,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$507,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$519,416
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KMH, LLP
Accountancy firm EIN	2022-12-31	421539623
2021 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,505,030
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$602,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$565,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$961,560
Value of total assets at end of year	2021-12-31	$12,074,769
Value of total assets at beginning of year	2021-12-31	$10,172,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$37,645
Total interest from all sources	2021-12-31	$8,898
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$271,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$271,706
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$482,843
Participant contributions at end of year	2021-12-31	$132,140
Participant contributions at beginning of year	2021-12-31	$148,270
Other income not declared elsewhere	2021-12-31	$2,597
Administrative expenses (other) incurred	2021-12-31	$37,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,902,070
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,074,769
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,172,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,027,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,148,515
Interest on participant loans	2021-12-31	$8,898
Value of interest in common/collective trusts at end of year	2021-12-31	$914,646
Value of interest in common/collective trusts at beginning of year	2021-12-31	$875,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,242,474
Net investment gain or loss from common/collective trusts	2021-12-31	$17,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$478,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$565,315
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KMH, LLP
Accountancy firm EIN	2021-12-31	421539623
2020 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,966,164
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$391,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$360,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$947,776
Value of total assets at end of year	2020-12-31	$10,172,699
Value of total assets at beginning of year	2020-12-31	$8,598,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$31,102
Total interest from all sources	2020-12-31	$6,664
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$187,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$187,724
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$461,219
Participant contributions at end of year	2020-12-31	$148,270
Participant contributions at beginning of year	2020-12-31	$144,720
Other income not declared elsewhere	2020-12-31	$193
Administrative expenses (other) incurred	2020-12-31	$31,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,574,376
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,172,699
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,598,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,148,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,484,895
Interest on participant loans	2020-12-31	$6,664
Value of interest in common/collective trusts at end of year	2020-12-31	$875,914
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,968,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$786,818
Net investment gain or loss from common/collective trusts	2020-12-31	$36,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$486,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$360,686
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KMH, LLP
Accountancy firm EIN	2020-12-31	421539623
2017 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,551,653
Expenses. Total of all expenses incurred	2017-12-31	$318,360
Benefits paid (including direct rollovers)	2017-12-31	$309,592
Total plan assets at end of year	2017-12-31	$6,850,404
Total plan assets at beginning of year	2017-12-31	$5,617,111
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$329,313
Other income received	2017-12-31	$856,361
Net income (gross income less expenses)	2017-12-31	$1,233,293
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,850,404
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,617,111
Assets. Value of participant loans	2017-12-31	$65,700
Total contributions received or receivable from employer(s)	2017-12-31	$365,979
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,768
2016 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$937,803
Expenses. Total of all expenses incurred	2016-12-31	$91,625
Benefits paid (including direct rollovers)	2016-12-31	$77,240
Total plan assets at end of year	2016-12-31	$5,617,111
Total plan assets at beginning of year	2016-12-31	$4,770,933
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$318,191
Contributions received from other sources (not participants or employers)	2016-12-31	$2,956
Other income received	2016-12-31	$340,324
Net income (gross income less expenses)	2016-12-31	$846,178
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,617,111
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,770,933
Assets. Value of participant loans	2016-12-31	$87,100
Total contributions received or receivable from employer(s)	2016-12-31	$276,332
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,385
2015 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$23,886
Total income from all sources	2015-12-31	$595,698
Expenses. Total of all expenses incurred	2015-12-31	$298,392
Benefits paid (including direct rollovers)	2015-12-31	$281,144
Total plan assets at end of year	2015-12-31	$4,770,933
Total plan assets at beginning of year	2015-12-31	$4,449,741
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$302,609
Contributions received from other sources (not participants or employers)	2015-12-31	$98,143
Other income received	2015-12-31	$-33,899
Net income (gross income less expenses)	2015-12-31	$297,306
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,770,933
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,449,741
Assets. Value of participant loans	2015-12-31	$59,184
Total contributions received or receivable from employer(s)	2015-12-31	$228,845
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,248
2014 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$3,273
Total income from all sources	2014-12-31	$593,442
Expenses. Total of all expenses incurred	2014-12-31	$109,310
Benefits paid (including direct rollovers)	2014-12-31	$86,651
Total plan assets at end of year	2014-12-31	$4,449,741
Total plan assets at beginning of year	2014-12-31	$3,968,882
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$243,075
Expenses. Other expenses not covered elsewhere	2014-12-31	$513
Contributions received from other sources (not participants or employers)	2014-12-31	$530
Other income received	2014-12-31	$199,358
Noncash contributions received	2014-12-31	$9,086
Net income (gross income less expenses)	2014-12-31	$484,132
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,449,741
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,965,609
Assets. Value of participant loans	2014-12-31	$94,127
Total contributions received or receivable from employer(s)	2014-12-31	$141,393
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$22,146
2013 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$3,273
Total income from all sources	2013-12-31	$1,066,195
Expenses. Total of all expenses incurred	2013-12-31	$126,690
Benefits paid (including direct rollovers)	2013-12-31	$115,904
Total plan assets at end of year	2013-12-31	$3,968,882
Total plan assets at beginning of year	2013-12-31	$3,026,104
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$234,551
Contributions received from other sources (not participants or employers)	2013-12-31	$2,189
Other income received	2013-12-31	$605,795
Net income (gross income less expenses)	2013-12-31	$939,505
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,965,609
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,026,104
Assets. Value of participant loans	2013-12-31	$55,688
Total contributions received or receivable from employer(s)	2013-12-31	$223,660
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,786
2012 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$7,828
Total income from all sources	2012-12-31	$661,911
Expenses. Total of all expenses incurred	2012-12-31	$275,742
Benefits paid (including direct rollovers)	2012-12-31	$260,035
Total plan assets at end of year	2012-12-31	$3,026,104
Total plan assets at beginning of year	2012-12-31	$2,647,763
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$232,889
Contributions received from other sources (not participants or employers)	2012-12-31	$3,315
Other income received	2012-12-31	$209,034
Net income (gross income less expenses)	2012-12-31	$386,169
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,026,104
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,639,935
Assets. Value of participant loans	2012-12-31	$40,190
Total contributions received or receivable from employer(s)	2012-12-31	$216,673
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,707
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$7,828
Total income from all sources	2011-12-31	$491,421
Expenses. Total of all expenses incurred	2011-12-31	$146,688
Benefits paid (including direct rollovers)	2011-12-31	$121,097
Total plan assets at end of year	2011-12-31	$2,647,763
Total plan assets at beginning of year	2011-12-31	$2,295,202
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$199,722
Contributions received from other sources (not participants or employers)	2011-12-31	$23,953
Other income received	2011-12-31	$78,705
Net income (gross income less expenses)	2011-12-31	$344,733
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,639,935
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,295,202
Assets. Value of participant loans	2011-12-31	$33,587
Total contributions received or receivable from employer(s)	2011-12-31	$189,041
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25,591
2010 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$589,546
Expenses. Total of all expenses incurred	2010-12-31	$241,929
Benefits paid (including direct rollovers)	2010-12-31	$216,283
Total plan assets at end of year	2010-12-31	$2,295,202
Total plan assets at beginning of year	2010-12-31	$1,947,585
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$170,130
Contributions received from other sources (not participants or employers)	2010-12-31	$30,182
Other income received	2010-12-31	$215,554
Net income (gross income less expenses)	2010-12-31	$347,617
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,295,202
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,947,585
Assets. Value of participant loans	2010-12-31	$24,323
Total contributions received or receivable from employer(s)	2010-12-31	$173,680
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25,646
2009 : NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K 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 NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN

2022: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2017: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K 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: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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: NATIONAL MORTGAGE & FINANCE CO LTD PROFIT SHARING 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893316087

Policy instance

Insurance contract or identification number	893316087
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893316087

Policy instance

Insurance contract or identification number	893316087
Number of Individuals Covered	56
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893316087

Policy instance

Insurance contract or identification number	893316087
Number of Individuals Covered	68
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-05-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	CUSTODIAL GUARANTEED FUND CONTRACT

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893316087

Policy instance

Insurance contract or identification number	893316087
Number of Individuals Covered	67
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	93
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NATIONAL MORTGAGE & FINANCE CO LTD
Employer identification number (EIN):	990049850
NAIC Classification:	531310