2023 Form 5500 filing — Nhd Nonunion Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611131410NAL0049521616001) for Nhd Nonunion Retirement Savings Plan, reported by New Hampshire Distributors, LLC under EIN 02-0211678 and plan number 003. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20MReported net assets$20,044,002
Participants145
Provider compensation$17.1K2 Schedule C row(s)$17,090
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240611131410NAL0049521616001
Plan sponsor
New Hampshire Distributors, LLC
EIN
02-0211678
Plan number
003
Location
Concord, NH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20M total assets
Net assets$20MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$187K
Participant$589.4K
Full reported line items
Total assets (EOY)
$20,044,002
Total liabilities (EOY)
$0
Net assets (EOY)
$20,044,002
Employer contributions
$186,981
Participant contributions
$589,398
Total income / additions
$3,348,563
Benefits paid
$1,636,561
Administrative expenses
$17,090
Total expenses
$1,653,651
Net increase / (decrease)
$1,694,912

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
First National CorporationADVISOR$16,000not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$1,090$0

Related Form 5500 pages