2023 Form 5500 filing — The National Geographic Society 401(K) Retirement Savings 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 20241008191418NAL0008683571001) for The National Geographic Society 401(K) Retirement Savings Plan, reported by National Geographic Society under EIN 53-0193519 and plan number 003. It reports 1,238 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)$150.4MReported net assets$150,401,162
Participants1.2K1,238
Provider compensation$16.8K1 Schedule C row(s)$16,791
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008191418NAL0008683571001
- Plan sponsor
- National Geographic Society
- EIN
- 53-0193519
- Plan number
- 003
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
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)$150.4M total assets
Net assets$150.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $150,401,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $150,401,162
- Employer contributions
- $2,272,653
- Participant contributions
- $6,441,120
- Total income / additions
- $31,864,720
- Benefits paid
- $12,438,994
- Administrative expenses
- $16,764
- Total expenses
- $12,461,574
- Net increase / (decrease)
- $19,403,146
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,791 | $0 |