2023 Form 5500 filing — The National Football League Capital Accumulation 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 20241014163400NAL0027869857001) for The National Football League Capital Accumulation Plan, reported by San Francisco Forty Niners, Limited under EIN 94-2412031 and plan number 011. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163400NAL0027869857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Francisco Forty Niners, Limited
- EIN
- 94-2412031
- Plan number
- 011
- Location
- Santa Clara, CA
- Participants
- 763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,899,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,899,772
- Employer contributions
- $4,256,493
- Participant contributions
- $3,546,380
- Total income / additions
- $21,803,858
- Benefits paid
- $7,674,263
- Administrative expenses
- $0
- Total expenses
- $7,674,263
- Net increase / (decrease)
- $14,129,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Snyder Capital Management | NONE | $23,679 | not reported in the loaded dataset |
| Jackson Square Partners | NONE | $22,231 | not reported in the loaded dataset |
| Ariel Investments, LLC | NONE | $13,295 | not reported in the loaded dataset |
| Cambridge Associates | NONE | $13,079 | not reported in the loaded dataset |
| Pnc Bank | NONE | $11,185 | not reported in the loaded dataset |
| Trinity Asset Management | NONE | $6,131 | not reported in the loaded dataset |
| Pimco | NONE | $6,109 | not reported in the loaded dataset |
| Hs Management Partners, LLC | NONE | $5,280 | not reported in the loaded dataset |