2023 Form 5500 filing — Naacp Legal Defense & Educational Fund, Inc. 403(B) 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 20241014223753NAL0054138994001) for Naacp Legal Defense & Educational Fund, Inc. 403(B) Plan, reported by Naacp Legal Defense & Educational Fund, Inc. under EIN 13-1655255 and plan number 002. It reports 287 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)$16.9MReported net assets$16,903,182

Participants287

Provider compensation$4.5K2 Schedule C row(s)$4,481

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014223753NAL0054138994001
Plan sponsor: Naacp Legal Defense & Educational Fund, Inc.
EIN: 13-1655255
Plan number: 002
Location: New York, NY
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)$16.9M total assets

Net assets$16.9MLiabilities$0

Money in vs. money out

Total income / additions$5.5M

Total expenses$693.1K

Benefits paid / distributions$679.8K

Contributions

Employer$1.3M

Participant$1.7M

Full reported line items

Total assets (EOY): $16,903,182
Total liabilities (EOY): $0
Net assets (EOY): $16,903,182
Employer contributions: $1,330,416
Participant contributions: $1,727,979
Total income / additions: $5,525,304
Benefits paid: $679,832
Administrative expenses: $4,481
Total expenses: $693,107
Net increase / (decrease): $4,832,197

Schedule C

Reported service provider compensation

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

1
The Benefit Practice$3.7K
THIRD PARTY ADMIN · Direct $3.7K
2
Lincoln National Corporation$781
RECORD KEEPER · Direct $781 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014223753NAL0054138994001 cover?: It is the 2023 Form 5500 filing for Naacp Legal Defense & Educational Fund, Inc. 403(B) Plan, reported by Naacp Legal Defense & Educational Fund, Inc. (EIN 13-1655255).
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).