N.A. Degerstrom, Inc. Retirement And Savings Plan — Form 5500 plan (N.A. Degerstrom, Inc.)

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, N.A. Degerstrom, Inc. Retirement And Savings Plan is a benefit plan reported by N.A. Degerstrom, Inc. under EIN 91-0698638 and plan number 002. The latest loaded filing year is 2023. The filing reports 103 participants and $12,482,248 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
N.A. Degerstrom, Inc.
EIN
91-0698638
Plan number
002
Plan type
2
Location
Spokane Valley, WA
Latest filing year
2023
Participants
103
End-of-year plan assets
$12,482,248

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023103H, C20240930193407NAL0010165216001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,482,248
Total liabilities (EOY)
$0
Net assets (EOY)
$12,482,248
Net assets (BOY)
$10,766,443

Income & contributions

Employer contributions
$454,771
Participant contributions
$566,280
Total contributions
$1,125,719
Total income / additions
$2,835,993

Expenses & distributions

Benefits paid
$1,095,027
Administrative expenses
$25,161
Total expenses
$1,120,188
Net increase / (decrease)
$1,715,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,037$02023

Related Form 5500 pages