Plan5500

Incentive Savings And Investment Plan For Employees Of National Cargo Bureau, Inc. — Form 5500 plan (National Cargo Bureau, 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, Incentive Savings And Investment Plan For Employees Of National Cargo Bureau, Inc. is a benefit plan reported by National Cargo Bureau, Inc. under EIN 13-5615188 and plan number 002. The latest loaded filing year is 2023. The filing reports 152 participants and $32,628,343 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$32.6MPlan net assets, end of year$32,628,343
Participants152Covered participants reported
Assets / participant$214.7KComputed: assets ÷ participants$214,660 (computed)
Provider compensation$12.6K1 Schedule C provider row(s)$12,616
Plan sponsor
National Cargo Bureau, Inc.
EIN
13-5615188
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    152 participants · 2Sch HSch C
    View filing →
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)$32.6M total assets
Net assets$32.6MLiabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$495K
Participant$852K
Full reported line items

Net assets

Total assets (EOY)
$32,628,343
Total liabilities (EOY)
$0
Net assets (EOY)
$32,628,343
Net assets (BOY)
$28,469,618

Income & contributions

Employer contributions
$494,984
Participant contributions
$852,041
Total contributions
$1,570,643
Total income / additions
$5,710,225

Expenses & distributions

Benefits paid
$1,537,034
Administrative expenses
$14,466
Total expenses
$1,551,500
Net increase / (decrease)
$4,158,725
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Vanguard Advisers, Inc.$12.6K
    NONE · Direct $12.6K · Indirect $0

Related Form 5500 pages