Plan5500

401(K) Plan For Employees Of The Polish National Alliance Of The United States Of North America — Form 5500 plan (The Polish National Alliance Of The United States Of North America)

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, 401(K) Plan For Employees Of The Polish National Alliance Of The United States Of North America is a benefit plan reported by The Polish National Alliance Of The United States Of North America under EIN 36-1635410 and plan number 002. The latest loaded filing year is 2023. The filing reports 116 participants and $18,261,659 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.3MPlan net assets, end of year$18,253,920
Participants116Covered participants reported
Assets / participant$157.4KComputed: assets ÷ participants$157,428 (computed)
Provider compensation$40.4K4 Schedule C provider row(s)$40,400
Plan sponsor
The Polish National Alliance Of The United States Of North America
EIN
36-1635410
Plan number
002
Plan type
2
Location
Chicago, IL
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
    116 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)$18.3M total assets
Net assets$18.3MLiabilities$7.7K
Money in vs. money out
Total income / additions$2.7M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$187.3K
Participant$284.4K
Full reported line items

Net assets

Total assets (EOY)
$18,261,659
Total liabilities (EOY)
$7,739
Net assets (EOY)
$18,253,920
Net assets (BOY)
$17,601,955

Income & contributions

Employer contributions
$187,289
Participant contributions
$284,353
Total contributions
$471,642
Total income / additions
$2,731,709

Expenses & distributions

Benefits paid
$2,039,018
Administrative expenses
$33,837
Total expenses
$2,079,744
Net increase / (decrease)
$651,965
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 40%Participant 60%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income75%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
    Cambridge Investment Research, Inc.$26.9K
    NONE · Direct $26.9K
  2. 2
    Epic Retirement Plan Services$7K
    NONE · Direct $7K · Indirect $0
  3. 3
    Charles Schwab Trust Bank$6.6K
    NONE · Direct $0 · Indirect $6.6K
  4. 4
    Charles Schwab & Co., Inc.$0
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages