National Convenience Distributors 401(K) Retirement Plan — Form 5500 plan (National Convenience Distributors, 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, National Convenience Distributors 401(K) Retirement Plan is a benefit plan reported by National Convenience Distributors, LLC under EIN 47-1128020 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,181 participants and $34,658,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Convenience Distributors, LLC
- EIN
- 47-1128020
- Plan number
- 001
- Plan type
- 2
- Location
- Farmingdale, NY
- Latest filing year
- 2023
- Participants
- 1,181
- End-of-year plan assets
- $34,658,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,181 | H, C | 20241008132100NAL0016734769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,658,023
- Net assets (EOY)
- $34,658,023
- Net assets (BOY)
- $29,367,596
Income & contributions
- Employer contributions
- $1,039,791
- Participant contributions
- $3,021,175
- Total contributions
- $4,250,567
- Total income / additions
- $9,033,502
Expenses & distributions
- Benefits paid
- $3,471,691
- Administrative expenses
- $225,455
- Total expenses
- $3,743,075
- Net increase / (decrease)
- $5,290,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $88,550 | $0 | 2023 |
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $60,255 | $0 | 2023 |
| Compass 360 | CONTRACT ADMIN | $59,912 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $50,717 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Convenience Distributors, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Farmingdale, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Stifel Nicolaus & Co Inc — Schedule C compensation
- Compass 360 — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation