2023 Form 5500 filing — New Mexico Consortium 403b 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 20241015094422NAL0047241616001) for New Mexico Consortium 403b Retirement Plan, reported by Nmc, Inc. under EIN 26-0370262 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094422NAL0047241616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nmc, Inc.
- EIN
- 26-0370262
- Plan number
- 001
- Location
- Los Alamos, NM
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,277,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,277,491
- Employer contributions
- $497,837
- Participant contributions
- $492,496
- Total income / additions
- $2,162,933
- Benefits paid
- $182,540
- Administrative expenses
- $12,574
- Total expenses
- $195,114
- Net increase / (decrease)
- $1,967,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | SERVICE PROVIDER | $12,574 | $0 |
| The Vanguard Group, Inc. | SERVICE PROVIDER | $0 | $0 |
| Newport Trust Company | SERVICE PROVIDER | $0 | $0 |