2023 Form 5500 filing — National Constitution Center 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 20241014101706NAL0045592512001) for National Constitution Center Retirement Savings Plan, reported by National Constitution Center under EIN 23-2434447 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101706NAL0045592512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Constitution Center
- EIN
- 23-2434447
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,428,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,428,218
- Employer contributions
- $208,119
- Participant contributions
- $415,807
- Total income / additions
- $1,970,351
- Benefits paid
- $194,088
- Administrative expenses
- $58,180
- Total expenses
- $252,268
- Net increase / (decrease)
- $1,718,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $31,166 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $15,727 | $0 |
| Retirewell Administrators, Inc. | CONTRACT ADMIN | $12,221 | not reported in the loaded dataset |