2023 Form 5500 filing — National Capital Treatment And Recovery 403(B) 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 20241015141054NAL0049826928001) for National Capital Treatment And Recovery 403(B) Plan, reported by National Capital Treatment And Recovery under EIN 54-0805530 and plan number 001. It reports 180 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)$6.7MReported net assets$6,713,759
Participants180
Provider compensation$32.7K1 Schedule C row(s)$32,670
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015141054NAL0049826928001
Plan sponsor
National Capital Treatment And Recovery
EIN
54-0805530
Plan number
001
Location
Arlington, VA
Received date
not reported in the loaded dataset
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)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$342.4K
Benefits paid / distributions$308.1K
Contributions
Employer$420.7K
Participant$661.5K
Full reported line items
Total assets (EOY)
$6,713,759
Total liabilities (EOY)
$0
Net assets (EOY)
$6,713,759
Employer contributions
$420,704
Participant contributions
$661,542
Total income / additions
$1,952,098
Benefits paid
$308,050
Administrative expenses
$32,670
Total expenses
$342,370
Net increase / (decrease)
$1,609,728

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$32,670$0

Related Form 5500 pages