The National Checking Company Employee Retirement Plan — Form 5500 plan (National Checking Company)
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, The National Checking Company Employee Retirement Plan is a benefit plan reported by National Checking Company under EIN 41-0433050 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $28,571,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Checking Company
- EIN
- 41-0433050
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $28,571,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241226135344NAL0020162816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,571,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,571,912
- Net assets (BOY)
- $23,764,903
Income & contributions
- Employer contributions
- $517,735
- Participant contributions
- $1,094,746
- Total contributions
- $1,788,193
- Total income / additions
- $7,457,828
Expenses & distributions
- Benefits paid
- $2,645,709
- Administrative expenses
- $5,110
- Total expenses
- $2,650,819
- Net increase / (decrease)
- $4,807,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Management Associates Inc | REGISTERED INVST ADVISOR | $58,852 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | ADMINISTRATOR | $3,600 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,510 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Checking Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Capital Management Associates Inc — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation