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NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameNATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN
Plan identification number 001

NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 RESEARCH CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL RESEARCH CORPORATION
Employer identification number (EIN):470634000
NAIC Classification:541910
NAIC Description:Marketing Research and Public Opinion Polling

Additional information about NATIONAL RESEARCH CORPORATION

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2016-05-09
Company Identification Number: 20161276657

More information about NATIONAL RESEARCH CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING 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
0012018-01-01BRIDGET MATTHIESSEN
0012017-01-01BRIDGET MATTHIESSEN
0012016-01-01BRIDGET MATTHIESSEN
0012015-01-01BRIDGET MATTHIESSEN
0012014-01-01BRIDGET MATTHIESSEN
0012013-01-01BRIDGET MATTHIESSEN
0012012-01-01BRIDGET MATTHIESSEN BRIDGET MATTHIESSEN2013-09-27
0012011-01-01LINDA STACY LINDA STACY2012-10-09
0012009-01-01PATRICK E. BEANS PATRICK E. BEANS2010-11-18
0012009-01-01PATRICK E. BEANS PATRICK E. BEANS2010-08-16

Plan Statistics for NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01727
Total number of active participants reported on line 7a of the Form 55002022-01-01488
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01273
Total of all active and inactive participants2022-01-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01764
Number of participants with account balances2022-01-01755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0181
2021: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01680
Total number of active participants reported on line 7a of the Form 55002021-01-01482
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01241
Total of all active and inactive participants2021-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01727
Number of participants with account balances2021-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0172
2020: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01657
Total number of active participants reported on line 7a of the Form 55002020-01-01469
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01192
Total of all active and inactive participants2020-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01666
Number of participants with account balances2020-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0145
2019: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01609
Total number of active participants reported on line 7a of the Form 55002019-01-01453
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01186
Total of all active and inactive participants2019-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01643
Number of participants with account balances2019-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0168
2018: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01603
Total number of active participants reported on line 7a of the Form 55002018-01-01442
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01163
Total of all active and inactive participants2018-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01609
Number of participants with account balances2018-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0172
2017: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01531
Total number of active participants reported on line 7a of the Form 55002017-01-01438
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01157
Total of all active and inactive participants2017-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01597
Number of participants with account balances2017-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0170
2016: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01516
Total number of active participants reported on line 7a of the Form 55002016-01-01373
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01156
Total of all active and inactive participants2016-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01531
Number of participants with account balances2016-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0165
2015: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01490
Total number of active participants reported on line 7a of the Form 55002015-01-01364
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01140
Total of all active and inactive participants2015-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01505
Number of participants with account balances2015-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0161
2014: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01529
Total number of active participants reported on line 7a of the Form 55002014-01-01366
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01122
Total of all active and inactive participants2014-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01490
Number of participants with account balances2014-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0166
2013: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01502
Total number of active participants reported on line 7a of the Form 55002013-01-01360
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01157
Total of all active and inactive participants2013-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01519
Number of participants with account balances2013-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01453
Total number of active participants reported on line 7a of the Form 55002012-01-01349
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01152
Total of all active and inactive participants2012-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01502
Number of participants with account balances2012-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0170
2011: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01415
Total number of active participants reported on line 7a of the Form 55002011-01-01311
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01140
Total of all active and inactive participants2011-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01453
Number of participants with account balances2011-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0177
2009: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01345
Total number of active participants reported on line 7a of the Form 55002009-01-01275
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01116
Total of all active and inactive participants2009-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01392
Number of participants with account balances2009-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0165

Financial Data on NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING 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$25,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$48,355
Total income from all sources (including contributions)2022-12-31$-1,832,698
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,062,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,945,160
Value of total corrective distributions2022-12-31$7,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,097,205
Value of total assets at end of year2022-12-31$38,579,507
Value of total assets at beginning of year2022-12-31$43,497,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$110,172
Total interest from all sources2022-12-31$15,130
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$549,004
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$549,004
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$3,892,647
Participant contributions at end of year2022-12-31$263,823
Participant contributions at beginning of year2022-12-31$233,524
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$106,327
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,623,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$25,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$48,355
Other income not declared elsewhere2022-12-31$50,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,895,143
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,553,772
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,448,915
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
Investment advisory and management fees2022-12-31$3,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,038,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,096,619
Interest on participant loans2022-12-31$15,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,277,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,042,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,544,399
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$581,085
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$18,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,945,160
Contract administrator fees2022-12-31$107,012
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 name2022-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2022-12-31470625816
2021 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING 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$48,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,168
Total income from all sources (including contributions)2021-12-31$10,338,532
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,173,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,068,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,278,187
Value of total assets at end of year2021-12-31$43,497,270
Value of total assets at beginning of year2021-12-31$37,304,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$104,622
Total interest from all sources2021-12-31$13,220
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$457,990
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$457,990
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$3,169,173
Participant contributions at end of year2021-12-31$233,524
Participant contributions at beginning of year2021-12-31$187,657
Participant contributions at end of year2021-12-31$106,327
Participant contributions at beginning of year2021-12-31$89,613
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$585,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$48,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$21,168
Other income not declared elsewhere2021-12-31$50,839
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$6,165,318
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,448,915
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,283,597
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
Investment advisory and management fees2021-12-31$3,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,096,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,756,619
Interest on participant loans2021-12-31$13,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,042,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,255,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,538,296
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$523,693
Employer contributions (assets) at end of year2021-12-31$18,105
Employer contributions (assets) at beginning of year2021-12-31$15,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,068,592
Contract administrator fees2021-12-31$101,439
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 name2021-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2021-12-31470625816
2020 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$23,407
Total income from all sources (including contributions)2020-12-31$10,122,472
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,683,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,605,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,089,512
Value of total assets at end of year2020-12-31$37,304,765
Value of total assets at beginning of year2020-12-31$28,868,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,949
Total interest from all sources2020-12-31$11,452
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$391,178
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$391,178
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Contributions received from participants2020-12-31$3,063,865
Participant contributions at end of year2020-12-31$187,657
Participant contributions at beginning of year2020-12-31$171,450
Participant contributions at end of year2020-12-31$89,613
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$514,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$21,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$23,407
Other income not declared elsewhere2020-12-31$72,549
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$8,438,715
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,283,597
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,844,882
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,756,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,029,488
Interest on participant loans2020-12-31$11,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,255,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,667,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,557,781
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$510,971
Employer contributions (assets) at end of year2020-12-31$15,775
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,605,808
Contract administrator fees2020-12-31$75,614
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2020-12-31470625816
2019 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$92,496
Total income from all sources (including contributions)2019-12-31$9,117,632
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,208,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,091,228
Value of total corrective distributions2019-12-31$20,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,762,612
Value of total assets at end of year2019-12-31$28,868,289
Value of total assets at beginning of year2019-12-31$22,028,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,604
Total interest from all sources2019-12-31$13,076
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$477,111
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$477,111
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$2,601,277
Participant contributions at end of year2019-12-31$171,450
Participant contributions at beginning of year2019-12-31$137,599
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$723,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$23,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$92,496
Other income not declared elsewhere2019-12-31$35,881
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$6,909,058
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,844,882
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,935,824
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,029,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,195,532
Interest on participant loans2019-12-31$13,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,667,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$695,189
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,091,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,828,952
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$437,788
Contract administrator fees2019-12-31$96,604
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
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 name2019-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2019-12-31470625816
2018 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$92,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,355
Total income from all sources (including contributions)2018-12-31$1,338,071
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,524,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,431,116
Value of total corrective distributions2018-12-31$6,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,799,683
Value of total assets at end of year2018-12-31$22,028,320
Value of total assets at beginning of year2018-12-31$23,163,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$87,319
Total interest from all sources2018-12-31$9,707
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$507,190
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$507,190
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Contributions received from participants2018-12-31$2,201,742
Participant contributions at end of year2018-12-31$137,599
Participant contributions at beginning of year2018-12-31$188,509
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$210,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$92,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$40,355
Other income not declared elsewhere2018-12-31$15,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,186,909
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,935,824
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,122,733
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,195,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,267,282
Interest on participant loans2018-12-31$9,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$695,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$707,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,994,161
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$386,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,431,116
Contract administrator fees2018-12-31$87,319
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
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 name2018-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2018-12-31470625816
2017 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$40,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,335,455
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,704,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,640,739
Value of total corrective distributions2017-12-31$4,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,687,230
Value of total assets at end of year2017-12-31$23,163,088
Value of total assets at beginning of year2017-12-31$18,492,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,585
Total interest from all sources2017-12-31$10,041
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$394,302
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$394,302
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Contributions received from participants2017-12-31$2,014,379
Participant contributions at end of year2017-12-31$188,509
Participant contributions at beginning of year2017-12-31$174,614
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$333,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$40,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$14,130
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
Value of net income/loss2017-12-31$4,630,460
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,122,733
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,492,273
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,267,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,757,893
Interest on participant loans2017-12-31$10,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$707,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$559,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,229,752
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$339,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,640,739
Contract administrator fees2017-12-31$59,585
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
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 name2017-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2017-12-31470625816
2016 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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
Total income from all sources (including contributions)2016-12-31$3,550,754
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,036,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$988,062
Value of total corrective distributions2016-12-31$275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,314,265
Value of total assets at end of year2016-12-31$18,492,273
Value of total assets at beginning of year2016-12-31$15,978,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,349
Total interest from all sources2016-12-31$9,124
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$298,354
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$298,354
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,807,732
Participant contributions at end of year2016-12-31$174,614
Participant contributions at beginning of year2016-12-31$144,401
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$224,161
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
Value of net income/loss2016-12-31$2,514,068
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,492,273
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,978,205
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,757,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,235,392
Interest on participant loans2016-12-31$9,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$559,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$598,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$929,011
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$282,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$988,062
Contract administrator fees2016-12-31$48,349
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
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 name2016-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2016-12-31470625816
2015 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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
Total income from all sources (including contributions)2015-12-31$2,300,326
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,045,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$991,442
Value of total corrective distributions2015-12-31$689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,414,194
Value of total assets at end of year2015-12-31$15,978,205
Value of total assets at beginning of year2015-12-31$14,723,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,508
Total interest from all sources2015-12-31$7,294
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$278,246
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$278,246
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Contributions received from participants2015-12-31$1,754,861
Participant contributions at end of year2015-12-31$144,401
Participant contributions at beginning of year2015-12-31$149,246
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$340,154
Other income not declared elsewhere2015-12-31$13,051
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
Value of net income/loss2015-12-31$1,254,687
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,978,205
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,723,518
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
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,235,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,064,099
Interest on participant loans2015-12-31$7,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$598,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$510,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-412,459
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$319,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$991,442
Contract administrator fees2015-12-31$53,508
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
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 name2015-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2015-12-31470625816
2014 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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
Total income from all sources (including contributions)2014-12-31$3,450,877
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,397,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,321,598
Value of total corrective distributions2014-12-31$7,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,340,821
Value of total assets at end of year2014-12-31$14,723,518
Value of total assets at beginning of year2014-12-31$12,669,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$67,826
Total interest from all sources2014-12-31$4,468
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$273,086
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$273,086
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Contributions received from participants2014-12-31$1,681,982
Participant contributions at end of year2014-12-31$149,246
Participant contributions at beginning of year2014-12-31$43,093
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$454,670
Other income not declared elsewhere2014-12-31$6,307
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
Value of net income/loss2014-12-31$2,053,593
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,723,518
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,669,925
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
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$38,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,064,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,171,814
Interest on participant loans2014-12-31$4,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$510,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$455,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$826,195
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$204,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,321,598
Contract administrator fees2014-12-31$29,679
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
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 name2014-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2014-12-31470625816
2013 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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
Total income from all sources (including contributions)2013-12-31$4,347,692
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,559,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,549,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,111,466
Value of total assets at end of year2013-12-31$12,669,925
Value of total assets at beginning of year2013-12-31$9,881,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,537
Total interest from all sources2013-12-31$2,224
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$275,542
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$275,542
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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
Contributions received from participants2013-12-31$1,628,188
Participant contributions at end of year2013-12-31$43,093
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$209,999
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
Value of net income/loss2013-12-31$2,788,236
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,669,925
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,881,689
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
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,171,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,592,573
Interest on participant loans2013-12-31$263
Interest earned on other investments2013-12-31$1,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$289,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$289,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$455,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,958,460
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$273,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,549,919
Contract administrator fees2013-12-31$9,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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
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 name2013-12-31GRAFTON & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31470760951
2012 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,059,232
Total of all expenses incurred2012-12-31$1,248,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,239,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,979,215
Value of total assets at end of year2012-12-31$9,881,689
Value of total assets at beginning of year2012-12-31$8,071,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,365
Total interest from all sources2012-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$177,208
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$177,208
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,442,148
Participant contributions at beginning of year2012-12-31$35,000
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$320,108
Administrative expenses (other) incurred2012-12-31$9,365
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
Value of net income/loss2012-12-31$1,810,286
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,881,689
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,071,403
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
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,592,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,790,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$289,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$239,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$239,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$902,782
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$216,959
Employer contributions (assets) at beginning of year2012-12-31$6,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,239,581
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
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 name2012-12-31GRAFTON & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31470760951
2011 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,694,508
Total of all expenses incurred2011-12-31$1,144,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,126,493
Value of total corrective distributions2011-12-31$5,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,941,948
Value of total assets at end of year2011-12-31$8,071,403
Value of total assets at beginning of year2011-12-31$7,521,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,494
Total interest from all sources2011-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$200,665
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$200,665
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,297,320
Participant contributions at end of year2011-12-31$35,000
Participant contributions at beginning of year2011-12-31$32,134
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$473,759
Administrative expenses (other) incurred2011-12-31$12,494
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$549,743
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,071,403
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,521,660
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$7,790,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,177,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$239,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$306,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$306,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-448,131
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$170,869
Employer contributions (assets) at end of year2011-12-31$6,052
Employer contributions (assets) at beginning of year2011-12-31$6,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,126,493
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
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 name2011-12-31GRAFTON & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31470760951
2010 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,202,343
Total of all expenses incurred2010-12-31$761,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$753,095
Value of total corrective distributions2010-12-31$7,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,292,454
Value of total assets at end of year2010-12-31$7,521,660
Value of total assets at beginning of year2010-12-31$6,080,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$121
Total interest from all sources2010-12-31$58
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$95,842
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$95,842
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,051,309
Participant contributions at end of year2010-12-31$32,134
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$77,864
Administrative expenses (other) incurred2010-12-31$121
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$1,441,314
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,521,660
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,080,346
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$7,177,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,743,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$306,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$336,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$336,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$813,989
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$163,281
Employer contributions (assets) at end of year2010-12-31$6,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$753,095
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
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 name2010-12-31GRAFTON & ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31470760951

Form 5500 Responses for NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN

2022: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28191
Policy instance 1
Insurance contract or identification numberGA28191
Number of Individuals Covered755
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28191
Policy instance 1
Insurance contract or identification numberGA28191
Number of Individuals Covered709
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28191
Policy instance 1
Insurance contract or identification numberGA28191
Number of Individuals Covered650
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28191
Policy instance 1
Insurance contract or identification numberGA28191
Number of Individuals Covered627
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28191
Policy instance 1
Insurance contract or identification numberGA28191
Number of Individuals Covered580
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28191
Policy instance 1
Insurance contract or identification numberGA28191
Number of Individuals Covered566
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28191
Policy instance 1
Insurance contract or identification numberGA28191
Number of Individuals Covered473
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28191
Policy instance 1
Insurance contract or identification numberGA28191
Number of Individuals Covered454
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28191
Policy instance 1
Insurance contract or identification numberGA28191
Number of Individuals Covered478
Insurance policy start date2013-10-01
Insurance policy end date2013-12-31
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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