2023 Form 5500 filing — North American Security Retirement 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 20240926130333NAL0001273472001) for North American Security Retirement Plan, reported by North American Security, Inc. under EIN 95-4502871 and plan number 002. It reports 801 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926130333NAL0001273472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North American Security, Inc.
- EIN
- 95-4502871
- Plan number
- 002
- Location
- Edmond, OK
- Participants
- 801
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,318,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,318,672
- Employer contributions
- $1,549,133
- Participant contributions
- $14,252
- Total income / additions
- $2,133,127
- Benefits paid
- $807,990
- Administrative expenses
- $43,635
- Total expenses
- $868,409
- Net increase / (decrease)
- $1,264,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $43,635 | not reported in the loaded dataset |
| Boon Administrative Services | ADVISOR | $0 | not reported in the loaded dataset |
| Kestra Financial/Nfp Advisor Serv | ADVISOR | $0 | not reported in the loaded dataset |