Nation'S Finest Retirement Plan — Form 5500 plan (Nations Finest)

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, Nation'S Finest Retirement Plan is a benefit plan reported by Nations Finest under EIN 94-2699571 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $1,201,387 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nations Finest
EIN
94-2699571
Plan number
001
Plan type
2
Location
Santa Rosa, CA
Latest filing year
2023
Participants
0
End-of-year plan assets
$1,201,387

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230H, C20241011194516NAL0022596913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,201,387
Total liabilities (EOY)
$0
Net assets (EOY)
$1,201,387
Net assets (BOY)
$0

Income & contributions

Employer contributions
$523,761
Participant contributions
$359,291
Total contributions
$1,128,564
Total income / additions
$1,230,860

Expenses & distributions

Benefits paid
$25,692
Administrative expenses
$3,781
Total expenses
$29,473
Net increase / (decrease)
$1,201,387

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Relation Insurance ServicesADMINISTRATIVE SERVICES$2,450not reported in the loaded dataset2023
Kestra Advisory ServicesINVESTMENT ADVISOR$1,561not reported in the loaded dataset2023
The Vanguard Group, Inc.CONTRACT ADMINISTRATOR$1,290not reported in the loaded dataset2023

Related Form 5500 pages