2023 Form 5500 filing — National Convenience Distributors 401(K) 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 20241008132100NAL0016734769001) for National Convenience Distributors 401(K) Retirement Plan, reported by National Convenience Distributors, LLC under EIN 47-1128020 and plan number 001. It reports 1,181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008132100NAL0016734769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Convenience Distributors, LLC
- EIN
- 47-1128020
- Plan number
- 001
- Location
- Farmingdale, NY
- Participants
- 1,181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,658,023
- Net assets (EOY)
- $34,658,023
- Employer contributions
- $1,039,791
- Participant contributions
- $3,021,175
- Total income / additions
- $9,033,502
- Benefits paid
- $3,471,691
- Administrative expenses
- $225,455
- Total expenses
- $3,743,075
- Net increase / (decrease)
- $5,290,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $88,550 | $0 |
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $60,255 | $0 |
| Compass 360 | CONTRACT ADMIN | $59,912 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $50,717 | $0 |