Second Nature Retirement Plan — Form 5500 plan (Second Nature)
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, Second Nature Retirement Plan is a benefit plan reported by Second Nature under EIN 80-0963336 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Second Nature
- EIN
- 80-0963336
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20241120105129NAL0002398883001 |
| 2023 | 601 | H, C | 20241015141312NAL0029932801002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,803,551
- Total liabilities (EOY)
- $299,211
- Net assets (EOY)
- $2,504,340
- Net assets (BOY)
- $1,623,552
Income & contributions
- Participant contributions
- $410,367
- Total contributions
- $629,233
- Total income / additions
- $998,606
Expenses & distributions
- Benefits paid
- $88,360
- Administrative expenses
- $29,458
- Total expenses
- $117,818
- Net increase / (decrease)
- $880,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Decimal,Inc. | THIRD-PARTY RECORDKEEPER | $18,255 | not reported in the loaded dataset | 2023 |
| Fortress Financial Partners | INVESTMENT ADVISOR | $10,538 | not reported in the loaded dataset | 2023 |