North American Client Services, 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, North American Client Services, Inc. (EIN 88-0252963) is a plan sponsor located in Mission Viejo, CA with 2 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
88-0252963
Location
Mission Viejo, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$28,543,808
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$28,543,808

Contributions & income

Employer contributions
$111,180
Participant contributions
$1,813,841
Total income / additions
$6,906,828

Expenses & distributions

Benefits paid / distributions
$17,004,548
Total expenses
$17,351,486
Net increase / (decrease)
-$10,444,658

Coverage

Total reported participants
7,745
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

North American Client Services, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
North American Client Services, Inc. 401(K) Plan0014,291$28,543,8082023
North American Client Services Welfare Benefit Plan5033,454not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for North American Client Services, Inc.
YearPlanParticipantsSchedulesFiling
2023North American Client Services Welfare Benefit Plan3,45420241014123940NAL0027293121001
2023North American Client Services, Inc. 401(K) Plan4,291H, C20250408220343NAL0021152097001

Related Form 5500 pages