Nasba Employee 401(K) Plan — Form 5500 plan (National Association Of State Boards Of Accountancy, 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, Nasba Employee 401(K) Plan is a benefit plan reported by National Association Of State Boards Of Accountancy, Inc. under EIN 13-3448166 and plan number 002. The latest loaded filing year is 2023. The filing reports 200 participants and $23,945,771 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.9MPlan net assets, end of year$23,945,771
Participants200Covered participants reported
Assets / participant$119.7KComputed: assets ÷ participants$119,729 (computed)
Provider compensation$3K1 Schedule C provider row(s)$2,969
- Plan sponsor
- National Association Of State Boards Of Accountancy, Inc.
- EIN
- 13-3448166
- Plan number
- 002
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241014163138NAL0015299699001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.9M total assets
Net assets$23.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,945,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,945,771
- Net assets (BOY)
- $20,159,643
Income & contributions
- Employer contributions
- $607,754
- Participant contributions
- $584,473
- Total contributions
- $1,192,227
- Total income / additions
- $5,692,298
Expenses & distributions
- Benefits paid
- $1,903,433
- Administrative expenses
- $2,737
- Total expenses
- $1,906,170
- Net increase / (decrease)
- $3,786,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,969 | $0 | 2023 |