2023 Form 5500 filing — National Church Residences 403(B) 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 20240918114030NAL0007697056001) for National Church Residences 403(B) Savings Plan, reported by National Church Residences under EIN 31-0651750 and plan number 003. It reports 2,803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918114030NAL0007697056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Church Residences
- EIN
- 31-0651750
- Plan number
- 003
- Location
- Columbus, OH
- Participants
- 2,803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,989,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,989,674
- Participant contributions
- $5,941,559
- Total income / additions
- $13,671,909
- Benefits paid
- $4,958,832
- Administrative expenses
- $168,690
- Total expenses
- $5,127,522
- Net increase / (decrease)
- $8,544,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $131,190 | $0 |
| Highland Consulting | CONSULTING | $37,500 | not reported in the loaded dataset |