2023 Form 5500 filing — National Retail Federation 401(K) Profit Sharing 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 20241015134146NAL0028612465001) for National Retail Federation 401(K) Profit Sharing Plan, reported by National Retail Federation under EIN 13-5582627 and plan number 002. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134146NAL0028612465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Retail Federation
- EIN
- 13-5582627
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,734,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,734,367
- Employer contributions
- $1,952,901
- Participant contributions
- $1,556,341
- Total income / additions
- $10,410,032
- Benefits paid
- $5,578,785
- Administrative expenses
- $4,080
- Total expenses
- $5,582,865
- Net increase / (decrease)
- $4,827,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | OTHER SERVICES | $0 | $74,637 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,080 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |