NATIONAL RESEARCH CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN
401k plan membership statisitcs for NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,062,445 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,945,160 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $38,579,507 |
Value of total assets at beginning of year | 2022-12-31 | $43,497,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $110,172 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $549,004 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,892,647 |
Participant contributions at end of year | 2022-12-31 | $263,823 |
Participant contributions at beginning of year | 2022-12-31 | $233,524 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $25,735 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $48,355 |
Other income not declared elsewhere | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $3,160 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $36,038,505 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $41,096,619 |
Interest on participant loans | 2022-12-31 | $15,130 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,277,179 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $581,085 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $18,105 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,945,160 |
Contract administrator fees | 2022-12-31 | $107,012 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LUTZ & COMPANY, P.C. |
Accountancy firm EIN | 2022-12-31 | 470625816 |
2021 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,173,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $43,497,270 |
Value of total assets at beginning of year | 2021-12-31 | $37,304,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $104,622 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $457,990 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,169,173 |
Participant contributions at end of year | 2021-12-31 | $233,524 |
Participant contributions at beginning of year | 2021-12-31 | $187,657 |
Participant contributions at end of year | 2021-12-31 | $106,327 |
Participant contributions at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $48,355 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $21,168 |
Other income not declared elsewhere | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $3,183 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $41,096,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $33,756,619 |
Interest on participant loans | 2021-12-31 | $13,220 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,042,695 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $523,693 |
Employer contributions (assets) at end of year | 2021-12-31 | $18,105 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $15,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,068,592 |
Contract administrator fees | 2021-12-31 | $101,439 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LUTZ & COMPANY, P.C. |
Accountancy firm EIN | 2021-12-31 | 470625816 |
2020 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,683,757 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $37,304,765 |
Value of total assets at beginning of year | 2020-12-31 | $28,868,289 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $77,949 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $391,178 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,063,865 |
Participant contributions at end of year | 2020-12-31 | $187,657 |
Participant contributions at beginning of year | 2020-12-31 | $171,450 |
Participant contributions at end of year | 2020-12-31 | $89,613 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $21,168 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $23,407 |
Other income not declared elsewhere | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $2,335 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $33,756,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $27,029,488 |
Interest on participant loans | 2020-12-31 | $11,452 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,255,101 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $510,971 |
Employer contributions (assets) at end of year | 2020-12-31 | $15,775 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,605,808 |
Contract administrator fees | 2020-12-31 | $75,614 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LUTZ & COMPANY, P.C. |
Accountancy firm EIN | 2020-12-31 | 470625816 |
2019 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,208,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,091,228 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $28,868,289 |
Value of total assets at beginning of year | 2019-12-31 | $22,028,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $96,604 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $477,111 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,601,277 |
Participant contributions at end of year | 2019-12-31 | $171,450 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $23,407 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $92,496 |
Other income not declared elsewhere | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $27,029,488 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $21,195,532 |
Interest on participant loans | 2019-12-31 | $13,076 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,667,351 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $695,189 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $437,788 |
Contract administrator fees | 2019-12-31 | $96,604 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LUTZ & COMPANY, P.C. |
Accountancy firm EIN | 2019-12-31 | 470625816 |
2018 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,524,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,431,116 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $22,028,320 |
Value of total assets at beginning of year | 2018-12-31 | $23,163,088 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $87,319 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $507,190 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,201,742 |
Participant contributions at end of year | 2018-12-31 | $137,599 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $92,496 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $40,355 |
Other income not declared elsewhere | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $21,195,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $22,267,282 |
Interest on participant loans | 2018-12-31 | $9,707 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $695,189 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $386,956 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,431,116 |
Contract administrator fees | 2018-12-31 | $87,319 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LUTZ & COMPANY, P.C. |
Accountancy firm EIN | 2018-12-31 | 470625816 |
2017 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,704,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,640,739 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $23,163,088 |
Value of total assets at beginning of year | 2017-12-31 | $18,492,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $59,585 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $394,302 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,014,379 |
Participant contributions at end of year | 2017-12-31 | $188,509 |
Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $40,355 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $22,267,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,757,893 |
Interest on participant loans | 2017-12-31 | $10,041 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $707,297 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $339,461 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,640,739 |
Contract administrator fees | 2017-12-31 | $59,585 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LUTZ & COMPANY, P.C. |
Accountancy firm EIN | 2017-12-31 | 470625816 |
2016 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,036,686 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $988,062 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $18,492,273 |
Value of total assets at beginning of year | 2016-12-31 | $15,978,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $48,349 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $298,354 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,807,732 |
Participant contributions at end of year | 2016-12-31 | $174,614 |
Participant contributions at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,757,893 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,235,392 |
Interest on participant loans | 2016-12-31 | $9,124 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $559,766 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $282,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $988,062 |
Contract administrator fees | 2016-12-31 | $48,349 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LUTZ & COMPANY, P.C. |
Accountancy firm EIN | 2016-12-31 | 470625816 |
2015 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,045,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $991,442 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $15,978,205 |
Value of total assets at beginning of year | 2015-12-31 | $14,723,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $53,508 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $278,246 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,754,861 |
Participant contributions at end of year | 2015-12-31 | $144,401 |
Participant contributions at beginning of year | 2015-12-31 | $149,246 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $340,154 |
Other income not declared elsewhere | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,235,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,064,099 |
Interest on participant loans | 2015-12-31 | $7,294 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $598,412 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $319,179 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $991,442 |
Contract administrator fees | 2015-12-31 | $53,508 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LUTZ & COMPANY, P.C. |
Accountancy firm EIN | 2015-12-31 | 470625816 |
2014 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,397,284 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,321,598 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $14,723,518 |
Value of total assets at beginning of year | 2014-12-31 | $12,669,925 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $67,826 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $273,086 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,681,982 |
Participant contributions at end of year | 2014-12-31 | $149,246 |
Participant contributions at beginning of year | 2014-12-31 | $43,093 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $454,670 |
Other income not declared elsewhere | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $38,147 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,064,099 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,171,814 |
Interest on participant loans | 2014-12-31 | $4,468 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $510,173 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $204,169 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,321,598 |
Contract administrator fees | 2014-12-31 | $29,679 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LUTZ & COMPANY, P.C. |
Accountancy firm EIN | 2014-12-31 | 470625816 |
2013 : NATIONAL RESEARCH CORPORATION 401(K) & PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,559,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $12,669,925 |
Value of total assets at beginning of year | 2013-12-31 | $9,881,689 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $9,537 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $275,542 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,628,188 |
Participant contributions at end of year | 2013-12-31 | $43,093 |
Participant contributions at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,171,814 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,592,573 |
Interest on participant loans | 2013-12-31 | $263 |
Interest earned on other investments | 2013-12-31 | $1,938 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $289,116 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $455,018 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $273,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,549,919 |
Contract administrator fees | 2013-12-31 | $9,537 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GRAFTON & ASSOCIATES, P.C. |
Accountancy firm EIN | 2013-12-31 | 470760951 |
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 incurred | 2012-12-31 | $1,248,946 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $9,881,689 |
Value of total assets at beginning of year | 2012-12-31 | $8,071,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,365 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $177,208 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,442,148 |
Participant contributions at beginning of year | 2012-12-31 | $35,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $320,108 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,592,573 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,790,508 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $289,116 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $239,843 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $216,959 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $6,052 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,239,581 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GRAFTON & ASSOCIATES, P.C. |
Accountancy firm EIN | 2012-12-31 | 470760951 |
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 incurred | 2011-12-31 | $1,144,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,126,493 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $8,071,403 |
Value of total assets at beginning of year | 2011-12-31 | $7,521,660 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $12,494 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $200,665 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,297,320 |
Participant contributions at end of year | 2011-12-31 | $35,000 |
Participant contributions at beginning of year | 2011-12-31 | $32,134 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $473,759 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,790,508 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,177,001 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $239,843 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $306,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $170,869 |
Employer contributions (assets) at end of year | 2011-12-31 | $6,052 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $6,030 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,126,493 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GRAFTON & ASSOCIATES, P.C. |
Accountancy firm EIN | 2011-12-31 | 470760951 |
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 incurred | 2010-12-31 | $761,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $753,095 |
Value of total corrective distributions | 2010-12-31 | $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 year | 2010-12-31 | $7,521,660 |
Value of total assets at beginning of year | 2010-12-31 | $6,080,346 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $121 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $95,842 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,051,309 |
Participant contributions at end of year | 2010-12-31 | $32,134 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $77,864 |
Administrative expenses (other) incurred | 2010-12-31 | $121 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,177,001 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,743,576 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $306,495 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $336,770 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $163,281 |
Employer contributions (assets) at end of year | 2010-12-31 | $6,030 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $753,095 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GRAFTON & ASSOCIATES, P.C. |
Accountancy firm EIN | 2010-12-31 | 470760951 |