2023 Form 5500 filing — National Distribution Service Employee Stock Ownership 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 20240923083703NAL0020008656001) for National Distribution Service Employee Stock Ownership Plan, reported by National Distribution Service, Inc. under EIN 43-1277625 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.8MReported net assets$12,821,531
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240923083703NAL0020008656001
Plan sponsor
National Distribution Service, Inc.
EIN
43-1277625
Plan number
001
Location
Chesterfield, MO
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.5M total assets
Net assets$12.8MLiabilities$10.7M
Money in vs. money out
Total income / additions$5.7M
Total expenses$1.3M
Benefits paid / distributions$1.1M
Contributions
Employer$514.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$23,508,809
Total liabilities (EOY)
$10,687,278
Net assets (EOY)
$12,821,531
Employer contributions
$514,637
Total income / additions
$5,673,772
Benefits paid
$1,069,220
Total expenses
$1,278,024
Net increase / (decrease)
$4,395,748

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923083703NAL0020008656001 cover?
It is the 2023 Form 5500 filing for National Distribution Service Employee Stock Ownership Plan, reported by National Distribution Service, Inc. (EIN 43-1277625).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages