2023 Form 5500 filing — National Business Furniture Performance 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 20241011150347NAL0037350784001) for National Business Furniture Performance Retirement Plan, reported by National Business Furniture, LLC under EIN 20-3851320 and plan number 001. It reports 356 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)$44.4MReported net assets$44,375,291
Participants356
Provider compensation$75.8K4 Schedule C row(s)$75,776
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011150347NAL0037350784001
- Plan sponsor
- National Business Furniture, LLC
- EIN
- 20-3851320
- Plan number
- 001
- Location
- Milwaukee, WI
- 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)$44.4M total assets
Net assets$44.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $44,375,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,375,291
- Employer contributions
- $1,357,233
- Participant contributions
- $2,019,640
- Total income / additions
- $10,521,392
- Benefits paid
- $3,538,279
- Administrative expenses
- $75,776
- Total expenses
- $3,614,055
- Net increase / (decrease)
- $6,907,337
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $55,641 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $14,175 | not reported in the loaded dataset |
| Oneamerica Inv Adv Services, LLC | NONE | $5,960 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |