2023 Form 5500 filing — National Retail Systems, 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 20241015185938NAL0049450688004) for National Retail Systems, Inc. 401(K) Plan, reported by National Retail Systems, Inc. under EIN 22-2468341 and plan number 002. It reports 813 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)$34.5MReported net assets$34,506,618
Participants813
Provider compensation$191.3K3 Schedule C row(s)$191,257
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015185938NAL0049450688004
Plan sponsor
National Retail Systems, Inc.
EIN
22-2468341
Plan number
002
Location
North Bergen, NJ
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)$34.5M total assets
Net assets$34.5MLiabilities
Money in vs. money out
Total income / additions$8.4M
Total expenses$1.2M
Benefits paid / distributions$1M
Contributions
Employer$1.2M
Participant$2.9M
Full reported line items
Total assets (EOY)
$34,506,618
Net assets (EOY)
$34,506,618
Employer contributions
$1,220,416
Participant contributions
$2,930,207
Total income / additions
$8,439,950
Benefits paid
$1,039,686
Administrative expenses
$146,370
Total expenses
$1,236,458
Net increase / (decrease)
$7,203,492

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nationwide InsuranceRECORDKEEPER$111,983$0
Hornor Townsend & Kent, Inc.ADVISOR$0$44,791
Intac Actuarial Services, IncTPA$34,483$0

Related Form 5500 pages