2023 Form 5500 filing — National Dcp 401(K) Profit Sharing Plan And Trust

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 20241009130939NAL0019241185001) for National Dcp 401(K) Profit Sharing Plan And Trust, reported by National Dcp, LLC under EIN 20-3713047 and plan number 001. It reports 2,022 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)$106.3MReported net assets$106,307,188
Participants2K2,022
Provider compensation$272.8K2 Schedule C row(s)$272,829
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009130939NAL0019241185001
Plan sponsor
National Dcp, LLC
EIN
20-3713047
Plan number
001
Location
Duluth, GA
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)$106.3M total assets
Net assets$106.3MLiabilities$0
Money in vs. money out
Total income / additions$28.5M
Total expenses$9M
Benefits paid / distributions$8.7M
Contributions
Employer$3.9M
Participant$8.6M
Full reported line items
Total assets (EOY)
$106,307,188
Total liabilities (EOY)
$0
Net assets (EOY)
$106,307,188
Employer contributions
$3,924,353
Participant contributions
$8,609,215
Total income / additions
$28,486,989
Benefits paid
$8,710,424
Administrative expenses
$272,829
Total expenses
$8,983,253
Net increase / (decrease)
$19,503,736

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Retirement Plan SvcsRETAINED BY PLAN SPONSOR$222,829$0
Mma Securities LLCINVESTMENT ADVISOR$50,000not reported in the loaded dataset

Related Form 5500 pages