2023 Form 5500 filing — National Endowment For Democracy 403(B) 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 20250715163601NAL0005202578001) for National Endowment For Democracy 403(B) Retirement Plan, reported by National Endowment For Democracy under EIN 52-1344831 and plan number 001. It reports 541 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)$71.5MReported net assets$71,499,721
Participants541
Provider compensation$71K3 Schedule C row(s)$70,979
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250715163601NAL0005202578001
Plan sponsor
National Endowment For Democracy
EIN
52-1344831
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)$71.5M total assets
Net assets$71.5MLiabilities$0
Money in vs. money out
Total income / additions$20.9M
Total expenses$5.1M
Benefits paid / distributions$5.1M
Contributions
Employer$2.7M
Participant$2.6M
Full reported line items
Total assets (EOY)
$71,499,721
Total liabilities (EOY)
$0
Net assets (EOY)
$71,499,721
Employer contributions
$2,670,190
Participant contributions
$2,620,531
Total income / additions
$20,879,298
Benefits paid
$5,075,451
Administrative expenses
$70,829
Total expenses
$5,146,280
Net increase / (decrease)
$15,733,018
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $70.3K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $545 · Indirect $0
  3. 3
    BROKER · Direct $150 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250715163601NAL0005202578001 cover?
It is the 2023 Form 5500 filing for National Endowment For Democracy 403(B) Retirement Plan, reported by National Endowment For Democracy (EIN 52-1344831).
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