2023 Form 5500 filing — Nami 403(B) 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 20240717001243NAL0003544097001) for Nami 403(B) Plan, reported by Nami under EIN 43-1201653 and plan number 002. It reports 236 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)$15.8MReported net assets$15,845,696
Participants236
Provider compensation$55.1K3 Schedule C row(s)$55,104
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240717001243NAL0003544097001
Plan sponsor
Nami
EIN
43-1201653
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.

Reported balance (end of year)$15.9M total assets
Net assets$15.8MLiabilities$5.5K
Money in vs. money out
Total income / additions$3.8M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$475K
Participant$973.8K
Full reported line items
Total assets (EOY)
$15,851,220
Total liabilities (EOY)
$5,524
Net assets (EOY)
$15,845,696
Employer contributions
$475,043
Participant contributions
$973,833
Total income / additions
$3,840,229
Benefits paid
$1,570,591
Administrative expenses
$36,724
Total expenses
$1,607,315
Net increase / (decrease)
$2,232,914
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $36.7K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $18.4K
  3. 3
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717001243NAL0003544097001 cover?
It is the 2023 Form 5500 filing for Nami 403(B) Plan, reported by Nami (EIN 43-1201653).
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