2023 Form 5500 filing — Nathan Associates, Inc. 401(K) 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 20240617141935NAL0001587473001) for Nathan Associates, Inc. 401(K) Savings Plan, reported by Nathan Associates, Inc. under EIN 53-0181887 and plan number 002. It reports 222 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)$0Reported net assets
Participants222
Provider compensation$81.2K2 Schedule C row(s)$81,196
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240617141935NAL0001587473001
Plan sponsor
Nathan Associates, Inc.
EIN
53-0181887
Plan number
002
Location
Arlington, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Money in vs. money out
Total income / additions$3.6M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$374.9K
Participant$584.2K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$374,889
Participant contributions
$584,195
Total income / additions
$3,596,331
Benefits paid
$1,884,491
Administrative expenses
$63,222
Total expenses
$1,970,627
Net increase / (decrease)
$1,625,704
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $66.9K
  2. 2
    RECORD KEEPER · Direct $14.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240617141935NAL0001587473001 cover?
It is the 2023 Form 5500 filing for Nathan Associates, Inc. 401(K) Savings Plan, reported by Nathan Associates, Inc. (EIN 53-0181887).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages