National Field Representatives, 401(K) Profit Sharing Plan & Trust — Form 5500 plan (National Field Representatives, LLC.)

Plain-English plan 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, National Field Representatives, 401(K) Profit Sharing Plan & Trust is a benefit plan reported by National Field Representatives, LLC. under EIN 02-0451448 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $8,288,557 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Field Representatives, LLC.
EIN
02-0451448
Plan number
001
Plan type
2
Location
Claremont, NH
Latest filing year
2023
Participants
211
End-of-year plan assets
$8,288,557

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20240705093737NAL0005738371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,288,557
Net assets (EOY)
$8,288,557
Net assets (BOY)
$8,311,350

Income & contributions

Employer contributions
$294,426
Participant contributions
$550,074
Total contributions
$844,500
Total income / additions
$2,107,906

Expenses & distributions

Benefits paid
$2,121,274
Administrative expenses
$9,425
Total expenses
$2,130,699
Net increase / (decrease)
-$22,793

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$9,425$02023

Related Form 5500 pages