2023 Form 5500 filing — National Restaurant Association Savings & Investment 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 20241015115742NAL0028289953001) for National Restaurant Association Savings & Investment Plan, reported by National Restaurant Association under EIN 36-1525480 and plan number 002. It reports 456 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)$63MReported net assets$62,984,759
Participants456
Provider compensation$226.2K1 Schedule C row(s)$226,178
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015115742NAL0028289953001
Plan sponsor
National Restaurant Association
EIN
36-1525480
Plan number
002
Location
Washington, DC
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)$63M total assets
Net assets$63MLiabilities$0
Money in vs. money out
Total income / additions$15.2M
Total expenses$5.6M
Benefits paid / distributions$5.4M
Contributions
Employer$2M
Participant$3M
Full reported line items
Total assets (EOY)
$62,984,759
Total liabilities (EOY)
$0
Net assets (EOY)
$62,984,759
Employer contributions
$1,997,180
Participant contributions
$2,982,942
Total income / additions
$15,202,065
Benefits paid
$5,379,184
Administrative expenses
$230,658
Total expenses
$5,609,842
Net increase / (decrease)
$9,592,223
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $226.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015115742NAL0028289953001 cover?
It is the 2023 Form 5500 filing for National Restaurant Association Savings & Investment Plan, reported by National Restaurant Association (EIN 36-1525480).
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).

Related Form 5500 pages