2023 Form 5500 filing — North American Risk Services, 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 20241001113556NAL0003223555001) for North American Risk Services, Inc. 401(K) Plan, reported by North American Risk Services, Inc. under EIN 13-3901415 and plan number 001. It reports 536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001113556NAL0003223555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North American Risk Services, Inc.
- EIN
- 13-3901415
- Plan number
- 001
- Location
- Lake Mary, FL
- Participants
- 536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,460,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,460,076
- Employer contributions
- $968,620
- Participant contributions
- $2,091,478
- Total income / additions
- $8,106,738
- Benefits paid
- $4,503,563
- Administrative expenses
- $84,280
- Total expenses
- $4,587,843
- Net increase / (decrease)
- $3,518,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $46,352 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,889 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | OTHER | $39 | not reported in the loaded dataset |