2023 Form 5500 filing — National Field Representatives, 401(K) Profit Sharing Plan & Trust
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 20240705093737NAL0005738371001) for National Field Representatives, 401(K) Profit Sharing Plan & Trust, reported by National Field Representatives, LLC. under EIN 02-0451448 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240705093737NAL0005738371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Field Representatives, LLC.
- EIN
- 02-0451448
- Plan number
- 001
- Location
- Claremont, NH
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,288,557
- Net assets (EOY)
- $8,288,557
- Employer contributions
- $294,426
- Participant contributions
- $550,074
- Total income / additions
- $2,107,906
- Benefits paid
- $2,121,274
- Administrative expenses
- $9,425
- Total expenses
- $2,130,699
- Net increase / (decrease)
- -$22,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $9,425 | $0 |