Plan5500

National Math And Science Initiative, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Math And Science Initiative, Inc. (EIN 11-3769438) is a plan sponsor located in Houston, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-3769438
Location
Houston, TX
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for National Math And Science Initiative, Inc.

  • 1 loaded plans hold $9.5M in reported assets.
  • The largest, National Math And Science Initiative, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 433 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,546,213
Total reported assets$9.5M$9,546,213
Total reported participants433
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$9.5MLiabilities$0
Contributions & income
Employer contributions$404.7K
Participant contributions$573.1K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%National Math And Science Initiative, Inc. 401(K) Plan
Participants per plan433Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    National Math And Science Initiative, Inc. 401(K) Plan$9.5M
    Plan #001 · 433 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for National Math And Science Initiative, Inc.. Open one for its full reported snapshot.

  1. 2023
    National Math And Science Initiative, Inc. 401(K) Plan433 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does National Math And Science Initiative, Inc. report on Form 5500?
National Math And Science Initiative, Inc. (EIN 11-3769438) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for National Math And Science Initiative, Inc.?
The Employer Identification Number (EIN) reported for National Math And Science Initiative, Inc. is 11-3769438.
What is the latest Form 5500 filing year for National Math And Science Initiative, Inc.?
The latest loaded Form 5500 filing year for National Math And Science Initiative, Inc. is 2023.

Related Form 5500 pages