NATIONAL CAPTIONING INSTITUTE, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL CAPTIONING INSTITUTE 403B PLAN
| Measure | Date | Value |
|---|
| 2025 : NATIONAL CAPTIONING INSTITUTE 403B PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-01 | 66452 |
| Net assets as of the end of the plan year | 2025-08-01 | 2692940 |
| Total assets as of the beginning of the plan year | 2025-08-01 | 2437604 |
| Value of plan covered by a fidelity bond | 2025-08-01 | 1000000 |
| Other income to plan in this plan year | 2025-08-01 | 321788 |
| Plan net income in this plan year | 2025-08-01 | 255336 |
| Net assets as of the end of the plan year | 2025-08-01 | 2692940 |
| Net assets as of the beginning of the plan year | 2025-08-01 | 2437604 |
| Fees paid to broker by Benefit Provider | 2025-08-01 | 3867 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-01 | 63 |
| 2024 : NATIONAL CAPTIONING INSTITUTE 403B PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-18 | 209102 |
| Net assets as of the end of the plan year | 2024-07-18 | 2437604 |
| Total assets as of the beginning of the plan year | 2024-07-18 | 2286563 |
| Value of plan covered by a fidelity bond | 2024-07-18 | 1000000 |
| Other income to plan in this plan year | 2024-07-18 | 360143 |
| Plan net income in this plan year | 2024-07-18 | 151041 |
| Net assets as of the end of the plan year | 2024-07-18 | 2437604 |
| Net assets as of the beginning of the plan year | 2024-07-18 | 2286563 |
| Fees paid to broker by Benefit Provider | 2024-07-18 | 3584 |
| 2015 : NATIONAL CAPTIONING INSTITUTE 403B PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $22,873 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $686,884 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $686,884 |
| Total plan assets at end of year | 2015-12-31 | $1,570,236 |
| Total plan assets at beginning of year | 2015-12-31 | $2,234,247 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Other income received | 2015-12-31 | $22,873 |
| Net income (gross income less expenses) | 2015-12-31 | $-664,011 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,570,236 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,234,247 |
| 2014 : NATIONAL CAPTIONING INSTITUTE 403B PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $150,759 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $330,691 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $327,153 |
| Total plan assets at end of year | 2014-12-31 | $2,234,247 |
| Total plan assets at beginning of year | 2014-12-31 | $2,414,179 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Other income received | 2014-12-31 | $150,759 |
| Net income (gross income less expenses) | 2014-12-31 | $-179,932 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,234,247 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,414,179 |
| Assets. Value of participant loans | 2014-12-31 | $1,946 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $3,538 |
| 2013 : NATIONAL CAPTIONING INSTITUTE 403B PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $527,937 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,094,275 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,094,175 |
| Total plan assets at end of year | 2013-12-31 | $2,414,179 |
| Total plan assets at beginning of year | 2013-12-31 | $2,980,517 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Other income received | 2013-12-31 | $527,937 |
| Net income (gross income less expenses) | 2013-12-31 | $-566,338 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,414,179 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,980,517 |
| Assets. Value of participant loans | 2013-12-31 | $3,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $100 |
| 2012 : NATIONAL CAPTIONING INSTITUTE 403B PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $398,900 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $218,974 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $218,974 |
| Total plan assets at end of year | 2012-12-31 | $2,980,517 |
| Total plan assets at beginning of year | 2012-12-31 | $2,800,591 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Other income received | 2012-12-31 | $398,900 |
| Net income (gross income less expenses) | 2012-12-31 | $179,926 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,980,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,800,591 |
| 2011 : NATIONAL CAPTIONING INSTITUTE 403B PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-74,605 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $40,723 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $24,141 |
| Total plan assets at end of year | 2011-12-31 | $2,800,591 |
| Total plan assets at beginning of year | 2011-12-31 | $2,915,919 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $449 |
| Other income received | 2011-12-31 | $-75,054 |
| Net income (gross income less expenses) | 2011-12-31 | $-115,328 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,800,591 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,915,919 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $1,989 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $14,593 |
| 2010 : NATIONAL CAPTIONING INSTITUTE 403B PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $962,048 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $278,147 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $278,147 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $638,400 |
| Value of total assets at end of year | 2010-12-31 | $2,915,919 |
| Value of total assets at beginning of year | 2010-12-31 | $2,232,018 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $14,304 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $25,612 |
| 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 | $25,612 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| 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 | $271,170 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $367,230 |
| 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 | $683,901 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,915,919 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,232,018 |
| 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 | $2,438,552 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,553,696 |
| Interest earned on other investments | 2010-12-31 | $14,304 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $477,367 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $678,322 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $283,732 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $278,147 |
| 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 | STOUT, CAUSEY & HORNING, P.A. |
| Accountancy firm EIN | 2010-12-31 | 521743645 |
| 2015: NATIONAL CAPTIONING INSTITUTE 403B PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NATIONAL CAPTIONING INSTITUTE 403B PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: NATIONAL CAPTIONING INSTITUTE 403B PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: NATIONAL CAPTIONING INSTITUTE 403B PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NATIONAL CAPTIONING INSTITUTE 403B PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: NATIONAL CAPTIONING INSTITUTE 403B PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NATIONAL CAPTIONING INSTITUTE 403B PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
