401k Plan data: NORTHERN MORTGAGE SERVICES 401K PLAN plan

NORTHERN MORTGAGE SERVICES 401K PLAN 401k Plan overview

Plan Name	NORTHERN MORTGAGE SERVICES 401K PLAN
Plan identification number	001

NORTHERN MORTGAGE SERVICES 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

NORTHERN MORTGAGE SERVICES has sponsored the creation of one or more 401k plans.

Company Name: NORTHERN MORTGAGE SERVICES

Employer identification number (EIN): 383305907

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN MORTGAGE SERVICES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 LORI BALOW
001 2014-01-01 LORI BALOW
001 2013-01-01 LORI BALOW 2014-09-29
001 2012-01-01 RICK GRASMAN 2013-10-15
001 2011-01-01 CHARLES HELDER 2012-05-11
001 2010-01-01 CHARLES HELDER 2011-09-29
001 2007-01-01 CHARLES HELDER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	LORI BALOW
001	2014-01-01	LORI BALOW
001	2013-01-01	LORI BALOW	2014-09-29
001	2012-01-01	RICK GRASMAN	2013-10-15
001	2011-01-01	CHARLES HELDER	2012-05-11
001	2010-01-01	CHARLES HELDER	2011-09-29
001	2007-01-01	CHARLES HELDER

Plan Statistics for NORTHERN MORTGAGE SERVICES 401K PLAN

401k plan membership statisitcs for NORTHERN MORTGAGE SERVICES 401K PLAN

Measure Date Value
2015: NORTHERN MORTGAGE SERVICES 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NORTHERN MORTGAGE SERVICES 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2007: NORTHERN MORTGAGE SERVICES 401K PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 10
Number of other retired or separated participants entitled to future benefits 2007-01-01 4
Total of all active and inactive participants 2007-01-01 14
Total participants 2007-01-01 14
Number of participants with account balances 2007-01-01 11

Measure	Date	Value
2015: NORTHERN MORTGAGE SERVICES 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NORTHERN MORTGAGE SERVICES 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2007: NORTHERN MORTGAGE SERVICES 401K PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	10
Number of other retired or separated participants entitled to future benefits	2007-01-01	4
Total of all active and inactive participants	2007-01-01	14
Total participants	2007-01-01	14
Number of participants with account balances	2007-01-01	11

Financial Data on NORTHERN MORTGAGE SERVICES 401K PLAN

Measure	Date	Value
2015 : NORTHERN MORTGAGE SERVICES 401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-01-16	$-246,567
Total plan liabilities at end of year	2015-01-16	$0
Total plan liabilities at beginning of year	2015-01-16	$600
Total income from all sources	2015-01-16	$-3,388
Expenses. Total of all expenses incurred	2015-01-16	$0
Benefits paid (including direct rollovers)	2015-01-16	$0
Total plan assets at end of year	2015-01-16	$0
Total plan assets at beginning of year	2015-01-16	$250,555
Value of fidelity bond covering the plan	2015-01-16	$100,000
Total contributions received or receivable from participants	2015-01-16	$0
Expenses. Other expenses not covered elsewhere	2015-01-16	$0
Contributions received from other sources (not participants or employers)	2015-01-16	$0
Other income received	2015-01-16	$-3,388
Noncash contributions received	2015-01-16	$0
Net income (gross income less expenses)	2015-01-16	$-3,388
Net plan assets at end of year (total assets less liabilities)	2015-01-16	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-01-16	$249,955
Total contributions received or receivable from employer(s)	2015-01-16	$0
Value of certain deemed distributions of participant loans	2015-01-16	$0
Value of corrective distributions	2015-01-16	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-16	$0
2014 : NORTHERN MORTGAGE SERVICES 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$600
Total income from all sources	2014-12-31	$28,520
Expenses. Total of all expenses incurred	2014-12-31	$137,008
Benefits paid (including direct rollovers)	2014-12-31	$136,358
Total plan assets at end of year	2014-12-31	$250,555
Total plan assets at beginning of year	2014-12-31	$358,443
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$8,614
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$19,906
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-108,488
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$249,955
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$358,443
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$1,864
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for NORTHERN MORTGAGE SERVICES 401K PLAN

2015: NORTHERN MORTGAGE SERVICES 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NORTHERN MORTGAGE SERVICES 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2007: NORTHERN MORTGAGE SERVICES 401K PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTHERN MORTGAGE SERVICES
Employer identification number (EIN):	383305907
NAIC Classification:	522292
NAIC Description:	Real Estate Credit