2023 Form 5500 filing — National Ms Society 401(K) 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 20241015163405NAL0016886323001) for National Ms Society 401(K) Plan, reported by National Multiple Sclerosis Society under EIN 13-5661935 and plan number 002. It reports 1,398 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)$91MReported net assets$90,960,982
Participants1.4K1,398
Provider compensation$355.7K2 Schedule C row(s)$355,670
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015163405NAL0016886323001
Plan sponsor
National Multiple Sclerosis Society
EIN
13-5661935
Plan number
002
Location
New York, NY
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)$91M total assets
Net assets$91MLiabilities$0
Money in vs. money out
Total income / additions$21M
Total expenses$6.6M
Benefits paid / distributions$6.3M
Contributions
Employer$2.3M
Participant$5M
Full reported line items
Total assets (EOY)
$90,960,982
Total liabilities (EOY)
$0
Net assets (EOY)
$90,960,982
Employer contributions
$2,254,975
Participant contributions
$5,039,470
Total income / additions
$21,033,038
Benefits paid
$6,283,128
Administrative expenses
$355,670
Total expenses
$6,645,975
Net increase / (decrease)
$14,387,063
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $220.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $135K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015163405NAL0016886323001 cover?
It is the 2023 Form 5500 filing for National Ms Society 401(K) Plan, reported by National Multiple Sclerosis Society (EIN 13-5661935).
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