2023 Form 5500 filing — Nrt Ca Retirement 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 20241015190236NAL0030704401003) for Nrt Ca Retirement Plan, reported by National Retail Transportation, Inc. under EIN 22-2250997 and plan number 001. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190236NAL0030704401003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Retail Transportation, Inc.
- EIN
- 22-2250997
- Plan number
- 001
- Location
- North Bergen, NJ
- Participants
- 425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,604,407
- Net assets (EOY)
- $2,604,407
- Employer contributions
- $578,441
- Participant contributions
- $229,231
- Total income / additions
- $1,108,454
- Benefits paid
- $137,453
- Administrative expenses
- $27,277
- Total expenses
- $164,730
- Net increase / (decrease)
- $943,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Insurance | RECORDKEEPER | $19,432 | $0 |
| Intac | TPA | $7,063 | $0 |