2023 Form 5500 filing — Natural Organics, Inc. 401(K) 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 20241001092811NAL0006551281001) for Natural Organics, Inc. 401(K) Plan, reported by Natural Organics, Inc. under EIN 11-2279154 and plan number 002. It reports 371 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)$29.9MReported net assets$29,876,116

Participants371

Provider compensation$9.7K2 Schedule C row(s)$9,686

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001092811NAL0006551281001
Plan sponsor: Natural Organics, Inc.
EIN: 11-2279154
Plan number: 002
Location: Melville, NY
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)$29.9M total assets

Net assets$29.9MLiabilities$0

Money in vs. money out

Total income / additions$7M

Total expenses$4.4M

Benefits paid / distributions$4.3M

Contributions

Employer$275.9K

Participant$1.5M

Full reported line items

Total assets (EOY): $29,876,116
Total liabilities (EOY): $0
Net assets (EOY): $29,876,116
Employer contributions: $275,863
Participant contributions: $1,536,597
Total income / additions: $6,959,681
Benefits paid: $4,309,962
Administrative expenses: $9,686
Total expenses: $4,370,052
Net increase / (decrease): $2,589,629

Schedule C

Reported service provider compensation

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

1
Strategic Advisors, Inc.$5.2K
ADVISOR · Direct $5.2K
2
Fidelity Investments Institutional$4.4K
RECORDKEEPER · Direct $4.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001092811NAL0006551281001 cover?: It is the 2023 Form 5500 filing for Natural Organics, Inc. 401(K) Plan, reported by Natural Organics, Inc. (EIN 11-2279154).
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).