North Carolina State Firefighters' Association Defined Contribution Retirement Plan — Form 5500 plan (North Carolina State Firefighters' Association)
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, North Carolina State Firefighters' Association Defined Contribution Retirement Plan is a benefit plan reported by North Carolina State Firefighters' Association under EIN 56-0614254 and plan number 001. The latest loaded filing year is 2023. The filing reports 979 participants and $26,012,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Carolina State Firefighters' Association
- EIN
- 56-0614254
- Plan number
- 001
- Plan type
- 3
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 979
- End-of-year plan assets
- $26,012,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 979 | H, C | 20241015105059NAL0016177235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,012,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,012,153
- Net assets (BOY)
- $23,392,493
Income & contributions
- Employer contributions
- $1,847,223
- Participant contributions
- $1,814,800
- Total contributions
- $3,685,816
- Total income / additions
- $7,553,508
Expenses & distributions
- Benefits paid
- $1,265,272
- Administrative expenses
- $127,903
- Total expenses
- $1,405,816
- Net increase / (decrease)
- $6,147,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $126,209 | $0 | 2023 |
| Retirement Plan Solutions, Inc. | TPA | $43,868 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $4,507 | not reported in the loaded dataset | 2023 |
| Thomas Judy & Tucker, Pa | ACCOUNTANT | $4,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Carolina State Firefighters' Association
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Empower Annuity Ins Co Of America — Schedule C compensation
- Retirement Plan Solutions, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Thomas Judy & Tucker, Pa — Schedule C compensation