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NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan NameNAMI GROUP SUPPLEMENTAL RETIREMENT PLAN
Plan identification number 003

NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

NAMI has sponsored the creation of one or more 401k plans.

Company Name:NAMI
Employer identification number (EIN):431201653
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NAMI

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1990-06-06
Company Identification Number: F104179
Legal Registered Office Address: 3803 N. FAIRFAX DR.
SUITE 100
ARLINGTON
United States of America (USA)
22203

More information about NAMI

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-07-01
0032014-07-01
0032013-07-01
0032012-07-01LORI COLLINGSWORTH LORI COLLINGSWORTH2016-08-26
0032011-07-01PEGGY STEDMAN2012-11-14 DAVID LEVY2012-11-14
0032010-07-01PEGGY STEDMAN2011-10-03

Plan Statistics for NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2015: NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01137
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Total participants2015-07-010
Number of participants with account balances2015-07-010
2014: NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01140
Total number of active participants reported on line 7a of the Form 55002014-07-0154
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-0181
Total of all active and inactive participants2014-07-01137
Total participants2014-07-01137
Number of participants with account balances2014-07-01137
2013: NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01137
Total number of active participants reported on line 7a of the Form 55002013-07-0157
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0180
Total of all active and inactive participants2013-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01140
Number of participants with account balances2013-07-01140
2012: NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01132
Total number of active participants reported on line 7a of the Form 55002012-07-0157
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0177
Total of all active and inactive participants2012-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01137
Number of participants with account balances2012-07-01134

Financial Data on NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2016 : NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2016 401k financial data
Total transfer of assets from this plan2016-06-30$7,237,459
Value of total assets at end of year2016-06-30$0
Value of total assets at beginning of year2016-06-30$7,237,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30No
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$16,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net assets at end of year (total assets less liabilities)2016-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,237,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,006,099
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$481,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,733,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ROGERS & COMPANY PLLC
Accountancy firm EIN2016-06-30582676261
2015 : NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$742,669
Total of all expenses incurred2015-06-30$218,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$218,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$426,571
Value of total assets at end of year2015-06-30$7,237,459
Value of total assets at beginning of year2015-06-30$6,712,795
Total interest from all sources2015-06-30$46,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30No
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$425,906
Participant contributions at end of year2015-06-30$16,363
Participant contributions at beginning of year2015-06-30$17,807
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$524,664
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,237,459
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,712,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,006,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,861,149
Value of interest in pooled separate accounts at end of year2015-06-30$481,713
Value of interest in pooled separate accounts at beginning of year2015-06-30$425,596
Interest earned on other investments2015-06-30$46,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,733,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,408,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$223,988
Net investment gain/loss from pooled separate accounts2015-06-30$45,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$218,005
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ROGERS & COMPANY PLLC
Accountancy firm EIN2015-06-30582676261
2014 : NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,437,749
Total of all expenses incurred2014-06-30$567,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$567,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$521,939
Value of total assets at end of year2014-06-30$6,712,795
Value of total assets at beginning of year2014-06-30$5,842,412
Total interest from all sources2014-06-30$40,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30No
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$434,275
Participant contributions at end of year2014-06-30$17,807
Participant contributions at beginning of year2014-06-30$15,956
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$87,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$870,383
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,712,795
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,842,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,861,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,288,317
Value of interest in pooled separate accounts at end of year2014-06-30$425,596
Value of interest in pooled separate accounts at beginning of year2014-06-30$379,419
Interest earned on other investments2014-06-30$40,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,408,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,158,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$833,706
Net investment gain/loss from pooled separate accounts2014-06-30$41,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$567,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ROGERS & COMPANY PLLC
Accountancy firm EIN2014-06-30582676261
2013 : NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,191,868
Total of all expenses incurred2013-06-30$165,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$165,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$660,099
Value of total assets at end of year2013-06-30$5,842,412
Value of total assets at beginning of year2013-06-30$4,816,411
Total interest from all sources2013-06-30$34,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30No
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$386,414
Participant contributions at end of year2013-06-30$15,956
Participant contributions at beginning of year2013-06-30$15,947
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$273,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,026,001
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,842,412
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,816,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,288,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,457,646
Value of interest in pooled separate accounts at end of year2013-06-30$379,419
Value of interest in pooled separate accounts at beginning of year2013-06-30$334,137
Interest earned on other investments2013-06-30$34,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,158,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,008,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$467,937
Net investment gain/loss from pooled separate accounts2013-06-30$29,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$165,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ROGERS & COMPANY PLLC
Accountancy firm EIN2013-06-30582676261

Form 5500 Responses for NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN

2015: NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NAMI GROUP SUPPLEMENTAL RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334294
Policy instance 1
Insurance contract or identification number334294
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334294
Policy instance 1
Insurance contract or identification number334294
Number of Individuals Covered137
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334294
Policy instance 1
Insurance contract or identification number334294
Number of Individuals Covered140
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334294
Policy instance 1
Insurance contract or identification number334294
Number of Individuals Covered137
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type 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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