North American Science Associates, LLC Profit Sharing & 401(K) Plan — Form 5500 plan (North American Science Associates, LLC)
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, North American Science Associates, LLC Profit Sharing & 401(K) Plan is a benefit plan reported by North American Science Associates, LLC under EIN 34-1020232 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,484 participants and $111,596,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North American Science Associates, LLC
- EIN
- 34-1020232
- Plan number
- 003
- Plan type
- 2
- Location
- Northwood, OH
- Latest filing year
- 2023
- Participants
- 1,484
- End-of-year plan assets
- $111,596,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,484 | H, C | 20241011083149NAL0021525953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,596,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,596,469
- Net assets (BOY)
- $89,311,435
Income & contributions
- Employer contributions
- $3,211,761
- Participant contributions
- $9,758,484
- Total contributions
- $15,028,076
- Total income / additions
- $33,087,714
Expenses & distributions
- Benefits paid
- $10,710,616
- Administrative expenses
- $89,029
- Total expenses
- $10,802,680
- Net increase / (decrease)
- $22,285,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $57,334 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $35,397 | not reported in the loaded dataset | 2023 |
| Rehmann Robson LLC | ACCOUNTANT/AUDITOR | $19,306 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits And Insurance Service | CONSULTANT | $5,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$28,008 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North American Science Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Northwood, OH
- Cbiz Investment Advisory Services — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Rehmann Robson LLC — Schedule C compensation
- Cbiz Benefits And Insurance Service — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation