2023 Form 5500 filing — N.R.F. Distributors 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 20240823092245NAL0006183377004) for N.R.F. Distributors Retirement Savings Plan, reported by N.R.F. Distributors, Inc. under EIN 01-0319607 and plan number 002. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823092245NAL0006183377004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- N.R.F. Distributors, Inc.
- EIN
- 01-0319607
- Plan number
- 002
- Location
- Augusta, MA
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,912,368
- Net assets (EOY)
- $19,912,368
- Employer contributions
- $258,158
- Participant contributions
- $1,433,216
- Total income / additions
- $4,085,728
- Benefits paid
- $1,717,946
- Administrative expenses
- $69,077
- Total expenses
- $1,908,215
- Net increase / (decrease)
- $2,177,513
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth | INVESTMENT ADVISOR | $44,300 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,511 | $0 |
| Downeast Pension Services, Inc. | CONTRACT ADMINISTRTOR | $5,650 | $10,000 |
| Empower Advisory Group | INVESTMENT MGMT | $9,408 | $0 |