Navy-Marine Corps Relief Society 401(K) Savings Plan — Form 5500 plan (Navy-Marine Corps Relief Society)
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, Navy-Marine Corps Relief Society 401(K) Savings Plan is a benefit plan reported by Navy-Marine Corps Relief Society under EIN 53-0204618 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $10,046,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Navy-Marine Corps Relief Society
- EIN
- 53-0204618
- Plan number
- 002
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $10,046,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241012080010NAL0013228531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,046,811
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $10,046,805
- Net assets (BOY)
- $5,634,743
Income & contributions
- Employer contributions
- $1,032,913
- Participant contributions
- $1,186,970
- Total contributions
- $3,782,263
- Total income / additions
- $5,133,613
Expenses & distributions
- Benefits paid
- $715,859
- Administrative expenses
- $5,692
- Total expenses
- $721,551
- Net increase / (decrease)
- $4,412,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Planners & Administrator | RECORDKEEPER | $5,692 | $0 | 2023 |