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NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameNATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN
Plan identification number 001

NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL EXCHANGE CARRIER ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL EXCHANGE CARRIER ASSOCIATION, INC.
Employer identification number (EIN):222484310
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISTINA RIENZI KRISTINA RIENZI2018-09-24
0012016-01-01KRISTINA RIENZI KRISTINA RIENZI2017-10-10
0012015-01-01KRISTINA RIENZI JANE GRAUMANN2016-10-07
0012014-01-01JANE GRAUMANN REGINA MCNEIL2015-10-13
0012013-01-01JANE GRAUMANN REGINA MCNEIL2014-10-13
0012012-01-01JANE GRAUMANN REGINA MCNEIL2013-10-11
0012011-01-01JANE GRAUMANN REGINA MCNEIL2012-10-11
0012010-01-01EVELYN COLE REGINA MCNEIL2011-10-14
0012009-02-01EVELYN COLE REGINA MCNEIL2010-11-09
0012009-02-01EVELYN COLE REGINA MCNEIL2010-10-13

Plan Statistics for NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01226
Total number of active participants reported on line 7a of the Form 55002022-01-01166
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01229
Number of participants with account balances2022-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01233
Total number of active participants reported on line 7a of the Form 55002021-01-01169
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01221
Number of participants with account balances2021-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01237
Total number of active participants reported on line 7a of the Form 55002020-01-01177
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01229
Number of participants with account balances2020-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01243
Total number of active participants reported on line 7a of the Form 55002019-01-01188
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01232
Number of participants with account balances2019-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01245
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01242
Number of participants with account balances2018-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01258
Total number of active participants reported on line 7a of the Form 55002017-01-01199
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01247
Number of participants with account balances2017-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01266
Total number of active participants reported on line 7a of the Form 55002016-01-01212
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01259
Number of participants with account balances2016-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01277
Total number of active participants reported on line 7a of the Form 55002015-01-01222
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01269
Number of participants with account balances2015-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01282
Total number of active participants reported on line 7a of the Form 55002014-01-01224
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01276
Number of participants with account balances2014-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01300
Total number of active participants reported on line 7a of the Form 55002013-01-01236
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01284
Number of participants with account balances2013-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01294
Total number of active participants reported on line 7a of the Form 55002012-01-01248
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01306
Number of participants with account balances2012-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01334
Total number of active participants reported on line 7a of the Form 55002011-01-01253
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01324
Number of participants with account balances2011-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01332
Total number of active participants reported on line 7a of the Form 55002010-01-01263
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0167
Total of all active and inactive participants2010-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01334
Number of participants with account balances2010-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01283
Total number of active participants reported on line 7a of the Form 55002009-02-01262
Number of retired or separated participants receiving benefits2009-02-013
Number of other retired or separated participants entitled to future benefits2009-02-0166
Total of all active and inactive participants2009-02-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-011
Total participants2009-02-01332
Number of participants with account balances2009-02-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010

Financial Data on NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-24,032,235
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,995,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,781,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,705,207
Value of total assets at end of year2022-12-31$161,791,849
Value of total assets at beginning of year2022-12-31$199,819,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$213,543
Total interest from all sources2022-12-31$567,989
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,144,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,144,520
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,562,496
Participant contributions at end of year2022-12-31$694,862
Participant contributions at beginning of year2022-12-31$778,552
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,395
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$9,995
Other income not declared elsewhere2022-12-31$116,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,027,386
Value of net assets at end of year (total assets less liabilities)2022-12-31$161,791,849
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$199,819,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$69,366,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$97,327,453
Value of interest in pooled separate accounts at end of year2022-12-31$18,484,414
Value of interest in pooled separate accounts at beginning of year2022-12-31$21,442,831
Interest on participant loans2022-12-31$34,822
Interest earned on other investments2022-12-31$533,167
Value of interest in common/collective trusts at end of year2022-12-31$37,511,453
Value of interest in common/collective trusts at beginning of year2022-12-31$52,984,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$35,700,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,248,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,712,453
Net investment gain/loss from pooled separate accounts2022-12-31$-3,622,198
Net investment gain or loss from common/collective trusts2022-12-31$-8,231,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,129,316
Employer contributions (assets) at end of year2022-12-31$33,502
Employer contributions (assets) at beginning of year2022-12-31$37,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,771,613
Contract administrator fees2022-12-31$213,543
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHSUMSMITH AND BROWN
Accountancy firm EIN2022-12-31222027092
2021 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$31,610,607
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,835,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,591,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,621,851
Value of total assets at end of year2021-12-31$199,819,235
Value of total assets at beginning of year2021-12-31$184,043,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$243,874
Total interest from all sources2021-12-31$436,322
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,175,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,175,074
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,534,106
Participant contributions at end of year2021-12-31$778,552
Participant contributions at beginning of year2021-12-31$716,109
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$20,408
Other income not declared elsewhere2021-12-31$144,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,775,539
Value of net assets at end of year (total assets less liabilities)2021-12-31$199,819,235
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$184,043,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$97,327,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$93,081,502
Value of interest in pooled separate accounts at end of year2021-12-31$21,442,831
Value of interest in pooled separate accounts at beginning of year2021-12-31$18,943,335
Interest on participant loans2021-12-31$34,358
Interest earned on other investments2021-12-31$401,964
Value of interest in common/collective trusts at end of year2021-12-31$52,984,157
Value of interest in common/collective trusts at beginning of year2021-12-31$45,903,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,248,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$25,364,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,381,281
Net investment gain/loss from pooled separate accounts2021-12-31$5,014,031
Net investment gain or loss from common/collective trusts2021-12-31$5,837,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,067,337
Employer contributions (assets) at end of year2021-12-31$37,640
Employer contributions (assets) at beginning of year2021-12-31$34,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,591,194
Contract administrator fees2021-12-31$243,874
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2021-12-31222027092
2020 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$28,126,293
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,388,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,233,431
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,874,924
Value of total assets at end of year2020-12-31$184,043,696
Value of total assets at beginning of year2020-12-31$159,306,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$155,361
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$448,536
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,253,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,253,315
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$2,553,357
Participant contributions at end of year2020-12-31$716,109
Participant contributions at beginning of year2020-12-31$841,188
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$98,878
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$79,870
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$24,737,501
Value of net assets at end of year (total assets less liabilities)2020-12-31$184,043,696
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$159,306,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$93,081,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$81,179,987
Value of interest in pooled separate accounts at end of year2020-12-31$18,943,335
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,585,744
Interest on participant loans2020-12-31$41,464
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$407,072
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$45,903,636
Value of interest in common/collective trusts at beginning of year2020-12-31$40,489,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$25,364,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,167,243
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,451,787
Net investment gain/loss from pooled separate accounts2020-12-31$2,451,488
Net investment gain or loss from common/collective trusts2020-12-31$5,566,373
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,222,689
Employer contributions (assets) at end of year2020-12-31$34,553
Employer contributions (assets) at beginning of year2020-12-31$42,510
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,233,431
Contract administrator fees2020-12-31$155,361
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2020-12-31222027092
2019 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$34,433,278
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$13,646,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,638,170
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,798,188
Value of total assets at end of year2019-12-31$159,306,195
Value of total assets at beginning of year2019-12-31$138,519,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,395
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$325,330
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,460,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,460,072
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$2,510,280
Participant contributions at end of year2019-12-31$841,188
Participant contributions at beginning of year2019-12-31$981,295
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,832
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$230
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,600
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,786,713
Value of net assets at end of year (total assets less liabilities)2019-12-31$159,306,195
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$138,519,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$81,179,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$69,292,506
Value of interest in pooled separate accounts at end of year2019-12-31$17,585,744
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,701,232
Interest on participant loans2019-12-31$47,830
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$277,500
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$40,489,523
Value of interest in common/collective trusts at beginning of year2019-12-31$35,658,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,167,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,842,583
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,973,751
Net investment gain/loss from pooled separate accounts2019-12-31$4,225,342
Net investment gain or loss from common/collective trusts2019-12-31$6,648,995
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,225,076
Employer contributions (assets) at end of year2019-12-31$42,510
Employer contributions (assets) at beginning of year2019-12-31$43,050
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,637,940
Contract administrator fees2019-12-31$8,395
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2019-12-31222027092
2018 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-370,800
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,193,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,186,938
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,755,767
Value of total assets at end of year2018-12-31$138,519,482
Value of total assets at beginning of year2018-12-31$144,083,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,510
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$286,386
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,239,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,239,776
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$2,486,732
Participant contributions at end of year2018-12-31$981,295
Participant contributions at beginning of year2018-12-31$979,074
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,463
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,373
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$172
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-5,564,248
Value of net assets at end of year (total assets less liabilities)2018-12-31$138,519,482
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$144,083,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$69,292,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$111,092,850
Value of interest in pooled separate accounts at end of year2018-12-31$14,701,232
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,306,269
Interest on participant loans2018-12-31$49,674
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$236,712
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$35,658,816
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,842,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,705,537
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,797,889
Net investment gain/loss from pooled separate accounts2018-12-31$-1,037,002
Net investment gain or loss from common/collective trusts2018-12-31$-2,818,010
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,260,572
Employer contributions (assets) at end of year2018-12-31$43,050
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,185,565
Contract administrator fees2018-12-31$6,510
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUM SMITH AND BROWN
Accountancy firm EIN2018-12-31222027092
2017 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$26,876,648
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,654,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,646,855
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,880,587
Value of total assets at end of year2017-12-31$144,083,730
Value of total assets at beginning of year2017-12-31$126,861,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,894
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$281,096
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,180,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,180,950
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$2,523,829
Participant contributions at end of year2017-12-31$979,074
Participant contributions at beginning of year2017-12-31$935,807
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,843
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,144
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$17,221,899
Value of net assets at end of year (total assets less liabilities)2017-12-31$144,083,730
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$126,861,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$111,092,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$96,052,549
Value of interest in pooled separate accounts at end of year2017-12-31$16,306,269
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,828,659
Interest on participant loans2017-12-31$41,739
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$239,357
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,705,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,044,816
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,901,518
Net investment gain/loss from pooled separate accounts2017-12-31$2,631,353
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,319,915
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,646,855
Contract administrator fees2017-12-31$7,894
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUM SMITH AND BROWN
Accountancy firm EIN2017-12-31222027092
2016 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,039,725
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,951,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,937,204
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,063,851
Value of total assets at end of year2016-12-31$126,861,831
Value of total assets at beginning of year2016-12-31$120,773,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,423
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$272,201
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,693,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,693,231
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,557,865
Participant contributions at end of year2016-12-31$935,807
Participant contributions at beginning of year2016-12-31$1,034,350
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,362,747
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$100,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$270,543
Administrative expenses (other) incurred2016-12-31$649
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$6,088,098
Value of net assets at end of year (total assets less liabilities)2016-12-31$126,861,831
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$120,773,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at beginning of year2016-12-31$887
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$96,052,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$89,866,956
Value of interest in pooled separate accounts at end of year2016-12-31$13,828,659
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,838,702
Interest on participant loans2016-12-31$41,295
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$230,906
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,044,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,642,726
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,333,798
Net investment gain/loss from pooled separate accounts2016-12-31$1,406,101
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,405,680
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$27,365
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,937,204
Contract administrator fees2016-12-31$13,774
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUM SMITH AND BROWN
Accountancy firm EIN2016-12-31222027092
2015 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,626
Total unrealized appreciation/depreciation of assets2015-12-31$2,626
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,444,238
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,789,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,777,183
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$1,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,211,473
Value of total assets at end of year2015-12-31$120,773,733
Value of total assets at beginning of year2015-12-31$121,119,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,410
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$273,106
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,534,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,534,988
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$2,595,196
Participant contributions at end of year2015-12-31$1,034,350
Participant contributions at beginning of year2015-12-31$1,180,800
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,362,747
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$320
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$138,726
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$331
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-237,287
Administrative expenses (other) incurred2015-12-31$418
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-345,469
Value of net assets at end of year (total assets less liabilities)2015-12-31$120,773,733
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$121,119,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Assets. partnership/joint venture interests at end of year2015-12-31$887
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$89,866,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$93,106,729
Value of interest in pooled separate accounts at end of year2015-12-31$11,838,702
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,475,973
Interest on participant loans2015-12-31$45,135
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$227,971
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$261,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$261,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,642,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,615,153
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,378,734
Net investment gain/loss from pooled separate accounts2015-12-31$38,066
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,477,551
Employer contributions (assets) at end of year2015-12-31$27,365
Employer contributions (assets) at beginning of year2015-12-31$36,255
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,776,852
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$10,992
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,442,624
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WITHUM SMITH AND BROWN
Accountancy firm EIN2015-12-31222027092
2014 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-128,916
Total unrealized appreciation/depreciation of assets2014-12-31$-128,916
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$14,642,976
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,367,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,359,267
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,273,419
Value of total assets at end of year2014-12-31$121,119,202
Value of total assets at beginning of year2014-12-31$111,843,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,246
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$292,107
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,748,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,722,404
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$2,599,512
Participant contributions at end of year2014-12-31$1,180,800
Participant contributions at beginning of year2014-12-31$1,284,449
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$320
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$263
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$212,114
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$57
Administrative expenses (other) incurred2014-12-31$292
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$9,275,463
Value of net assets at end of year (total assets less liabilities)2014-12-31$121,119,202
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$111,843,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$93,106,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$84,230,468
Value of interest in pooled separate accounts at end of year2014-12-31$11,475,973
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,605,147
Interest on participant loans2014-12-31$51,751
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$239,928
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$261,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$301,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$301,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,615,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,157,003
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,269,670
Net investment gain/loss from pooled separate accounts2014-12-31$1,187,918
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,461,793
Employer contributions (assets) at end of year2014-12-31$36,255
Employer contributions (assets) at beginning of year2014-12-31$31,626
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$26,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,359,267
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$7,954
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,442,624
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,233,542
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2014-12-31222027092
2013 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$626,363
Total unrealized appreciation/depreciation of assets2013-12-31$626,363
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$23,538,013
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,203,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,194,134
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$68
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,370,175
Value of total assets at end of year2013-12-31$111,843,739
Value of total assets at beginning of year2013-12-31$93,509,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,380
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$144,254
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,372,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,344,437
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$2,598,083
Participant contributions at end of year2013-12-31$1,284,449
Participant contributions at beginning of year2013-12-31$1,323,917
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$263
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$179
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-13,006
Administrative expenses (other) incurred2013-12-31$436
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$18,334,431
Value of net assets at end of year (total assets less liabilities)2013-12-31$111,843,739
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$93,509,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$84,230,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$70,132,900
Value of interest in pooled separate accounts at end of year2013-12-31$9,605,147
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,828,648
Interest on participant loans2013-12-31$55,395
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$80,013
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$13,213,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$301,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$386,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$386,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,157,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,408
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$4,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,029,670
Net investment gain/loss from pooled separate accounts2013-12-31$2,282,770
Net investment gain or loss from common/collective trusts2013-12-31$-274,659
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,772,092
Employer contributions (assets) at end of year2013-12-31$31,626
Employer contributions (assets) at beginning of year2013-12-31$37,697
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$28,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,194,134
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$8,944
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,233,542
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,560,562
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WITHUMSMITH AND BROWN, PC
Accountancy firm EIN2013-12-31222027092
2012 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$115,493
Total unrealized appreciation/depreciation of assets2012-12-31$115,493
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,231,373
Total loss/gain on sale of assets2012-12-31$97,944
Total of all expenses incurred2012-12-31$6,047,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,040,599
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,668,673
Value of total assets at end of year2012-12-31$93,509,308
Value of total assets at beginning of year2012-12-31$83,325,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,732
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$69,654
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,967,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,946,077
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$2,471,158
Participant contributions at end of year2012-12-31$1,323,917
Participant contributions at beginning of year2012-12-31$1,310,083
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$179
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$72
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$465,085
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$6,732
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$7,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$10,184,042
Value of net assets at end of year (total assets less liabilities)2012-12-31$93,509,308
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$83,325,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$70,132,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$63,597,049
Value of interest in pooled separate accounts at end of year2012-12-31$6,828,648
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$60,412
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$412
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$13,213,182
Value of interest in common/collective trusts at beginning of year2012-12-31$15,839,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$386,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,532,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,532,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$4,000
Asset value of US Government securities at beginning of year2012-12-31$14,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,225,613
Net investment gain/loss from pooled separate accounts2012-12-31$-76,233
Net investment gain or loss from common/collective trusts2012-12-31$162,422
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,732,430
Employer contributions (assets) at end of year2012-12-31$37,697
Employer contributions (assets) at beginning of year2012-12-31$14,685
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$21,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,040,599
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,560,562
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,010,142
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,291,428
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,193,484
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2012-12-31222027092
2011 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-279,303
Total unrealized appreciation/depreciation of assets2011-12-31$-279,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,690,151
Total loss/gain on sale of assets2011-12-31$4,396
Total of all expenses incurred2011-12-31$5,701,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,695,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,315,338
Value of total assets at end of year2011-12-31$83,325,266
Value of total assets at beginning of year2011-12-31$83,336,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,147
Total interest from all sources2011-12-31$67,700
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,822,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,812,795
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,525,621
Participant contributions at end of year2011-12-31$1,310,083
Participant contributions at beginning of year2011-12-31$1,088,938
Assets. Other investments not covered elsewhere at end of year2011-12-31$72
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,821
Administrative expenses (other) incurred2011-12-31$6,147
Total non interest bearing cash at end of year2011-12-31$7,322
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-11,533
Value of net assets at end of year (total assets less liabilities)2011-12-31$83,325,266
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$83,336,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$63,597,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$64,019,362
Interest on participant loans2011-12-31$55,801
Income. Interest from US Government securities2011-12-31$413
Value of interest in common/collective trusts at end of year2011-12-31$15,839,373
Value of interest in common/collective trusts at beginning of year2011-12-31$15,570,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,532,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,506,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,506,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$11,486
Asset value of US Government securities at end of year2011-12-31$14,264
Asset value of US Government securities at beginning of year2011-12-31$10,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,714,851
Net investment gain or loss from common/collective trusts2011-12-31$474,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,775,896
Employer contributions (assets) at end of year2011-12-31$14,685
Employer contributions (assets) at beginning of year2011-12-31$10,536
Income. Dividends from common stock2011-12-31$9,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,695,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,010,142
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,130,725
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,246,001
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,241,605
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WITHUMSMITANDBROWN, PC
Accountancy firm EIN2011-12-31222027092
2010 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$127,345
Total unrealized appreciation/depreciation of assets2010-12-31$127,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$14,363,953
Total loss/gain on sale of assets2010-12-31$76,798
Total of all expenses incurred2010-12-31$2,592,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,586,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,981,904
Value of total assets at end of year2010-12-31$83,336,799
Value of total assets at beginning of year2010-12-31$71,565,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,664
Total interest from all sources2010-12-31$66,466
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,622,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,617,354
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,489,810
Participant contributions at end of year2010-12-31$1,088,938
Participant contributions at beginning of year2010-12-31$871,701
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$231,226
Administrative expenses (other) incurred2010-12-31$5,664
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$5,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,771,783
Value of net assets at end of year (total assets less liabilities)2010-12-31$83,336,799
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,565,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$64,019,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$54,123,313
Interest on participant loans2010-12-31$53,722
Income. Interest from US Government securities2010-12-31$413
Value of interest in common/collective trusts at end of year2010-12-31$15,570,227
Value of interest in common/collective trusts at beginning of year2010-12-31$14,615,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,506,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,203,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,203,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12,331
Asset value of US Government securities at end of year2010-12-31$10,599
Asset value of US Government securities at beginning of year2010-12-31$10,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,893,088
Net investment gain or loss from common/collective trusts2010-12-31$596,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,260,868
Employer contributions (assets) at end of year2010-12-31$10,536
Employer contributions (assets) at beginning of year2010-12-31$12,348
Income. Dividends from common stock2010-12-31$4,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,586,506
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,130,725
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$722,701
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,685,604
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,608,806
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WITHUMSMITH AND BROWN, PC
Accountancy firm EIN2010-12-31222027092
2009 : NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN

2022: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL EXCHANGE CARRIER ASSOCIATION RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01First time form 5500 has been submittedYes
2009-02-01Submission has been amendedYes
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459197
Policy instance 2
Insurance contract or identification number459197
Number of Individuals Covered229
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered229
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number459197
Policy instance 2
Insurance contract or identification number459197
Number of Individuals Covered221
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered221
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number459197
Policy instance 2
Insurance contract or identification number459197
Number of Individuals Covered229
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered229
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number459197
Policy instance 2
Insurance contract or identification number459197
Number of Individuals Covered232
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered232
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered242
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number459197
Policy instance 2
Insurance contract or identification number459197
Number of Individuals Covered242
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number459197
Policy instance 2
Insurance contract or identification number459197
Number of Individuals Covered247
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered247
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered269
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number459197
Policy instance 2
Insurance contract or identification number459197
Number of Individuals Covered269
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number459197
Policy instance 2
Insurance contract or identification number459197
Number of Individuals Covered276
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered276
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number459197
Policy instance 2
Insurance contract or identification number459197
Number of Individuals Covered284
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered284
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered306
Insurance policy start date2012-12-17
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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