2023 Form 5500 filing — National Bank Of Canada 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 20241002105908NAL0008682337001) for National Bank Of Canada 401(K) Plan, reported by National Bank Of Canada under EIN 95-4108888 and plan number 002. It reports 457 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)$62.2MReported net assets$62,202,485
Participants457
Provider compensation$44K2 Schedule C row(s)$43,997
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002105908NAL0008682337001
Plan sponsor
National Bank Of Canada
EIN
95-4108888
Plan number
002
Location
New York, 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)$62.2M total assets
Net assets$62.2MLiabilities$0
Money in vs. money out
Total income / additions$14.5M
Total expenses$3M
Benefits paid / distributions$3M
Contributions
Employer$1.3M
Participant$3.6M
Full reported line items
Total assets (EOY)
$62,202,485
Total liabilities (EOY)
$0
Net assets (EOY)
$62,202,485
Employer contributions
$1,296,047
Participant contributions
$3,562,349
Total income / additions
$14,489,553
Benefits paid
$3,021,144
Administrative expenses
$12,837
Total expenses
$3,033,981
Net increase / (decrease)
$11,455,572
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $0 · Indirect $31.2K
  2. 2
    NONE · Direct $12.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002105908NAL0008682337001 cover?
It is the 2023 Form 5500 filing for National Bank Of Canada 401(K) Plan, reported by National Bank Of Canada (EIN 95-4108888).
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