2023 Form 5500 filing — North Carolina State Firefighters' Association Defined Contribution 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 20241015105059NAL0016177235001) for North Carolina State Firefighters' Association Defined Contribution Retirement Plan, reported by North Carolina State Firefighters' Association under EIN 56-0614254 and plan number 001. It reports 979 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105059NAL0016177235001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- North Carolina State Firefighters' Association
- EIN
- 56-0614254
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 979
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,012,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,012,153
- Employer contributions
- $1,847,223
- Participant contributions
- $1,814,800
- Total income / additions
- $7,553,508
- Benefits paid
- $1,265,272
- Administrative expenses
- $127,903
- Total expenses
- $1,405,816
- Net increase / (decrease)
- $6,147,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $126,209 | $0 |
| Retirement Plan Solutions, Inc. | TPA | $43,868 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGT | $4,507 | not reported in the loaded dataset |
| Thomas Judy & Tucker, Pa | ACCOUNTANT | $4,000 | not reported in the loaded dataset |