2023 Form 5500 filing — Natural Partners, LLC 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 20240927140358NAL0001311299001) for Natural Partners, LLC 401(K) Profit Sharing Plan And Trust, reported by Natural Partners, LLC under EIN 86-0790551 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)$7.8MReported net assets$7,830,659
Participants504
Provider compensation$6.2K1 Schedule C row(s)$6,195
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927140358NAL0001311299001
Plan sponsor
Natural Partners, LLC
EIN
86-0790551
Plan number
001
Location
Manchester, NH
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)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$637.8K
Participant$1.3M
Full reported line items
Total assets (EOY)
$7,830,659
Total liabilities (EOY)
$0
Net assets (EOY)
$7,830,659
Employer contributions
$637,768
Participant contributions
$1,330,391
Total income / additions
$3,245,125
Benefits paid
$1,071,204
Administrative expenses
$47,543
Total expenses
$1,152,491
Net increase / (decrease)
$2,092,634
Schedule C

Reported service provider compensation

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

  1. 1
    N/A · Direct $6.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927140358NAL0001311299001 cover?
It is the 2023 Form 5500 filing for Natural Partners, LLC 401(K) Profit Sharing Plan And Trust, reported by Natural Partners, LLC (EIN 86-0790551).
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).

Related Form 5500 pages