2023 Form 5500 filing — Nla Multiple Employer 401(K) 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 20241015102728NAL0055572914001) for Nla Multiple Employer 401(K) Savings Plan, reported by Northwestern Lumber Association under EIN 41-1676811 and plan number 333. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102728NAL0055572914001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Northwestern Lumber Association
- EIN
- 41-1676811
- Plan number
- 333
- Location
- Golden Valley, MN
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,303,347
- Total liabilities (EOY)
- $529
- Net assets (EOY)
- $20,302,818
- Employer contributions
- $1,205,354
- Participant contributions
- $1,307,820
- Total income / additions
- $5,275,460
- Benefits paid
- $1,375,714
- Administrative expenses
- $170,541
- Total expenses
- $1,546,255
- Net increase / (decrease)
- $3,729,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $97,728 | $0 |
| Stadion Money Management | SERVICE PROVIDER | $49,942 | not reported in the loaded dataset |
| Pinnacle Financial Services | SERVICE PROVIDER | $18,366 | not reported in the loaded dataset |
| National Professional Planning Grou | TPA | $6,330 | not reported in the loaded dataset |