2023 Form 5500 filing — Natural Factors Nutritional Products Inc. 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 20241015170511NAL0015139971001) for Natural Factors Nutritional Products Inc. 401(K) Plan, reported by Natural Factors Nutritional Products Inc. under EIN 82-0482773 and plan number 002. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015170511NAL0015139971001
Filing year
2023
Form type
2
Plan sponsor
Natural Factors Nutritional Products Inc.
EIN
82-0482773
Plan number
002
Location
Monroe, WA
Participants
297
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,671,933
Total liabilities (EOY)
$0
Net assets (EOY)
$8,671,933
Employer contributions
$553,686
Participant contributions
$931,884
Total income / additions
$2,500,020
Benefits paid
$1,597,701
Administrative expenses
$70,065
Total expenses
$1,647,698
Net increase / (decrease)
$852,322
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Trutina FinancialINVESTMENT ADVISORY$39,087$6
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$30,977$0

Related Form 5500 pages