2023 Form 5500 filing — National Service Industries Pension Plan B
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 20241015135410NAL0029860881001) for National Service Industries Pension Plan B, reported by Englewood Holdings Corp. (Fka National Service Industries,Inc.)A Ca Co under EIN 77-0319365 and plan number 009. It reports 2,206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135410NAL0029860881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Englewood Holdings Corp. (Fka National Service Industries,Inc.)A Ca Co
- EIN
- 77-0319365
- Plan number
- 009
- Location
- Del Mar, CA
- Participants
- 2,206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,950,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,950,178
- Total income / additions
- $5,549,737
- Benefits paid
- $3,749,837
- Administrative expenses
- $1,107,363
- Total expenses
- $4,857,200
- Net increase / (decrease)
- $692,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei | NONE | $447,975 | $0 |
| Smith & Howard, Pc | NONE | $30,000 | not reported in the loaded dataset |