2023 Form 5500 filing — Naeyc 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 20241223155923NAL0014660944001) for Naeyc Retirement Plan, reported by National Association For The Education Of Young Children under EIN 36-6009499 and plan number 001. It reports 272 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)$23.1MReported net assets$23,106,530
Participants272
Provider compensation$21.4K2 Schedule C row(s)$21,381
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241223155923NAL0014660944001
Plan sponsor
National Association For The Education Of Young Children
EIN
36-6009499
Plan number
001
Location
Washington, DC
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)$23.1M total assets
Net assets$23.1MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$649.5K
Benefits paid / distributions$628.3K
Contributions
Employer$247.1K
Participant$443.3K
Full reported line items
Total assets (EOY)
$23,106,530
Total liabilities (EOY)
$0
Net assets (EOY)
$23,106,530
Employer contributions
$247,081
Participant contributions
$443,281
Total income / additions
$3,495,731
Benefits paid
$628,295
Administrative expenses
$21,156
Total expenses
$649,451
Net increase / (decrease)
$2,846,280
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $15.9K
  2. 2
    RECORDKEEPER · Direct $5.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241223155923NAL0014660944001 cover?
It is the 2023 Form 5500 filing for Naeyc Retirement Plan, reported by National Association For The Education Of Young Children (EIN 36-6009499).
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