2023 Form 5500 filing — National Audubon Society Cash Balance Pension 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 20241009065609NAL0032077024001) for National Audubon Society Cash Balance Pension Plan, reported by National Audubon Society, Inc. under EIN 13-1624102 and plan number 002. It reports 123 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)$10.2MReported net assets$10,198,281
Participants123
Provider compensation$12.8K1 Schedule C row(s)$12,754
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009065609NAL0032077024001
Plan sponsor
National Audubon Society, Inc.
EIN
13-1624102
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)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$915.8K
Total expenses$494.8K
Benefits paid / distributions$482.1K
Full reported line items
Total assets (EOY)
$10,198,281
Total liabilities (EOY)
$0
Net assets (EOY)
$10,198,281
Total income / additions
$915,797
Benefits paid
$482,054
Administrative expenses
$12,754
Total expenses
$494,808
Net increase / (decrease)
$420,989
Schedule C

Reported service provider compensation

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

  1. 1
    TRUSTEE · Direct $12.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009065609NAL0032077024001 cover?
It is the 2023 Form 5500 filing for National Audubon Society Cash Balance Pension Plan, reported by National Audubon Society, Inc. (EIN 13-1624102).
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