2023 Form 5500 filing — North American Rescue, LLC 401(K) Retirement 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 20240725093049NAL0009088131001) for North American Rescue, LLC 401(K) Retirement Plan, reported by North American Rescue, LLC under EIN 27-1024029 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725093049NAL0009088131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North American Rescue, LLC
- EIN
- 27-1024029
- Plan number
- 001
- Location
- Greer, SC
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,448,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,448,925
- Employer contributions
- $527,325
- Participant contributions
- $977,195
- Total income / additions
- $3,863,548
- Benefits paid
- $591,550
- Administrative expenses
- $74,833
- Total expenses
- $666,383
- Net increase / (decrease)
- $3,197,165
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Hybrid Solutions LLC | INVESTMENT ADVISOR | $31,313 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $23,788 | $0 |
| Stringer Resource Group | CONTRACT ADMIN | $6,263 | not reported in the loaded dataset |