2023 Form 5500 filing — National Property Management Associates Inc. 401(K) Profit Sharing Plan And 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 20240829112344NAL0013027169001) for National Property Management Associates Inc. 401(K) Profit Sharing Plan And Trust, reported by National Property Management Associates, Inc. under EIN 16-1443415 and plan number 001. It reports 504 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)$3.9MReported net assets$3,929,064

Participants504

Provider compensation$22.9K3 Schedule C row(s)$22,884

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240829112344NAL0013027169001
Plan sponsor: National Property Management Associates, Inc.
EIN: 16-1443415
Plan number: 001
Location: Orchard Park, NY
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)$3.9M total assets

Net assets$3.9MLiabilities$0

Money in vs. money out

Total income / additions$1.1M

Total expenses$528.5K

Benefits paid / distributions$505.6K

Contributions

Employer$197.6K

Participant$396.5K

Full reported line items

Total assets (EOY): $3,929,064
Total liabilities (EOY): $0
Net assets (EOY): $3,929,064
Employer contributions: $197,648
Participant contributions: $396,529
Total income / additions: $1,105,209
Benefits paid: $505,604
Administrative expenses: $22,884
Total expenses: $528,488
Net increase / (decrease): $576,721

Schedule C

Reported service provider compensation

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

1
Note Advisors LLC$11.6K
INVESTMENT ADVISORY · Direct $11.6K · Indirect $0
2
Fidelity Investments Institutional$7.3K
RECORDKEEPER · Direct $7.3K · Indirect $0
3
Paychex, Inc.$4K
RECORDKEEPER · Direct $4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829112344NAL0013027169001 cover?: It is the 2023 Form 5500 filing for National Property Management Associates Inc. 401(K) Profit Sharing Plan And Trust, reported by National Property Management Associates, Inc. (EIN 16-1443415).
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).