National 4-H Council Employees Retirement Plan — Form 5500 plan (National 4-H Council)

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 4-H Council Employees Retirement Plan is a benefit plan reported by National 4-H Council under EIN 36-2862206 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $11,706,669 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.7MPlan net assets, end of year$11,698,269
Participants209Covered participants reported
Assets / participant$56KComputed: assets ÷ participants$56,013 (computed)
Provider compensation$79K2 Schedule C provider row(s)$79,030
Plan sponsor
National 4-H Council
EIN
36-2862206
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20250416080817NAL0004855809001
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)$11.7M total assets
Net assets$11.7MLiabilities$8.4K
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$180K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$11,706,669
Total liabilities (EOY)
$8,400
Net assets (EOY)
$11,698,269
Net assets (BOY)
$11,404,513

Income & contributions

Employer contributions
$180,012
Total contributions
$180,012
Total income / additions
$1,457,678

Expenses & distributions

Benefits paid
$1,075,656
Administrative expenses
$88,266
Total expenses
$1,163,922
Net increase / (decrease)
$293,756
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.

Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income74%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hub International Great PlainsACTUARY$41,950not reported in the loaded dataset2023
Bank Of AmericaTRUSTEE, INVMT MGMT$37,080not reported in the loaded dataset2023

Related Form 5500 pages