2023 Form 5500 filing — Narcorps Specialties, LLC 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 20241015110555NAL0016199907001) for Narcorps Specialties, LLC Retirement Plan, reported by Narcorps Specialties, LLC under EIN 81-4608647 and plan number 001. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110555NAL0016199907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Narcorps Specialties, LLC
- EIN
- 81-4608647
- Plan number
- 001
- Location
- Sheridan, WY
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $431,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $431,945
- Employer contributions
- $44,352
- Participant contributions
- $2,084
- Total income / additions
- $108,258
- Benefits paid
- $99,440
- Administrative expenses
- $34,408
- Total expenses
- $133,848
- Net increase / (decrease)
- -$25,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dwc The 401(K) Experts | RECORDKEEPER | $19,040 | $0 |
| Transamerica Financial Life | RECORDKEEPER | $15,114 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $2,729 | not reported in the loaded dataset |