National Amusements Pension Plan — Form 5500 plan (National Amusements, Inc.)

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 Amusements Pension Plan is a benefit plan reported by National Amusements, Inc. under EIN 04-2261332 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,396 participants and $131,866,116 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Amusements, Inc.
EIN
04-2261332
Plan number
001
Plan type
2
Location
Norwood, MA
Latest filing year
2023
Participants
1,396
End-of-year plan assets
$131,866,116

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,396H, C20250912135508NAL0003756226001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$131,866,116
Total liabilities (EOY)
$0
Net assets (EOY)
$131,866,116
Net assets (BOY)
$120,942,077

Income & contributions

Total contributions
$0
Total income / additions
$15,813,416

Expenses & distributions

Benefits paid
$4,470,975
Administrative expenses
$418,402
Total expenses
$4,889,377
Net increase / (decrease)
$10,924,039

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyNONE$324,350$02023
First State Trust CompanyNONE$89,211$02023

Related Form 5500 pages