2023 Form 5500 filing — National Trust For Historic Preservation Defined Contribution 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 20241014153717NAL0027735281001) for National Trust For Historic Preservation Defined Contribution Pension Plan, reported by National Trust For Historic Preservation In The United States under EIN 53-0210807 and plan number 002. It reports 508 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)$19.9MReported net assets$19,874,980
Participants508
Provider compensation$57.7K3 Schedule C row(s)$57,701
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014153717NAL0027735281001
Plan sponsor
National Trust For Historic Preservation In The United States
EIN
53-0210807
Plan number
002
Location
Washington, DC
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)$19.9M total assets
Net assets$19.9MLiabilities$4.1K
Money in vs. money out
Total income / additions$3.7M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
Employer$953.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$19,879,105
Total liabilities (EOY)
$4,125
Net assets (EOY)
$19,874,980
Employer contributions
$953,657
Total income / additions
$3,710,395
Benefits paid
$2,173,755
Administrative expenses
$57,701
Total expenses
$2,231,456
Net increase / (decrease)
$1,478,939
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $41.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $16.5K
  3. 3
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014153717NAL0027735281001 cover?
It is the 2023 Form 5500 filing for National Trust For Historic Preservation Defined Contribution Pension Plan, reported by National Trust For Historic Preservation In The United States (EIN 53-0210807).
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