National Arbor Day Foundation 401(K) Plan And Trust — Form 5500 plan (National Arbor Day Foundation)
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 Arbor Day Foundation 401(K) Plan And Trust is a benefit plan reported by National Arbor Day Foundation under EIN 23-7169265 and plan number 002. The latest loaded filing year is 2023. The filing reports 571 participants and $16,724,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Arbor Day Foundation
- EIN
- 23-7169265
- Plan number
- 002
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 571
- End-of-year plan assets
- $16,724,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 571 | H, C | 20241015091237NAL0014292995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,724,191
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,724,191
- Net assets (BOY)
- $13,534,115
Income & contributions
- Employer contributions
- $633,246
- Participant contributions
- $1,355,319
- Total contributions
- $2,452,912
- Total income / additions
- $5,148,486
Expenses & distributions
- Benefits paid
- $1,881,854
- Administrative expenses
- $74,167
- Total expenses
- $1,958,410
- Net increase / (decrease)
- $3,190,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $40,123 | not reported in the loaded dataset | 2023 |
| Da Davidson & Co | INVESTMENT ADVISOR | $30,521 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,462 | $0 | 2023 |