National Community Renaissance Voluntary 401(K) Plan — Form 5500 plan (National Community Renaissance)
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 Community Renaissance Voluntary 401(K) Plan is a benefit plan reported by National Community Renaissance under EIN 20-8433042 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $18,398,692 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Community Renaissance
- EIN
- 20-8433042
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Cucamonga, CA
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $18,398,692
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20250423131931NAL0003825411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,398,692
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,398,692
- Net assets (BOY)
- $14,777,494
Income & contributions
- Employer contributions
- $864,783
- Participant contributions
- $1,295,282
- Total contributions
- $2,181,886
- Total income / additions
- $4,654,874
Expenses & distributions
- Benefits paid
- $948,245
- Administrative expenses
- $85,431
- Total expenses
- $1,033,676
- Net increase / (decrease)
- $3,621,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | NONE | $48,768 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $36,662 | $0 | 2023 |