2023 Form 5500 filing — The National Service Office 401k 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 20240920052152NAL0009805408001) for The National Service Office 401k Plan, reported by Nurse-Family Partnership under EIN 20-0234163 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920052152NAL0009805408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nurse-Family Partnership
- EIN
- 20-0234163
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,072,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,072,586
- Employer contributions
- $1,388,086
- Participant contributions
- $892,458
- Total income / additions
- $5,070,293
- Benefits paid
- $3,135,012
- Administrative expenses
- $56,888
- Total expenses
- $3,215,888
- Net increase / (decrease)
- $1,854,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Ascent Group, LLC | INVESTMENT/FINANCIAL ADVI | $32,646 | $0 |
| Adp, Inc. | RECORD KEEPER | $24,241 | $0 |