Plan5500

North American Security Retirement Plan — Form 5500 plan (North American Security, 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, North American Security Retirement Plan is a benefit plan reported by North American Security, Inc. under EIN 95-4502871 and plan number 002. The latest loaded filing year is 2023. The filing reports 801 participants and $4,318,672 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North American Security, Inc.
EIN
95-4502871
Plan number
002
Plan type
2
Location
Edmond, OK
Latest filing year
2023
Participants
801
End-of-year plan assets
$4,318,672

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023801H, C20240926130333NAL0001273472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,318,672
Total liabilities (EOY)
$0
Net assets (EOY)
$4,318,672
Net assets (BOY)
$3,053,954

Income & contributions

Employer contributions
$1,549,133
Participant contributions
$14,252
Total contributions
$1,595,968
Total income / additions
$2,133,127

Expenses & distributions

Benefits paid
$807,990
Administrative expenses
$43,635
Total expenses
$868,409
Net increase / (decrease)
$1,264,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$43,635not reported in the loaded dataset2023
Boon Administrative ServicesADVISOR$0not reported in the loaded dataset2023
Kestra Financial/Nfp Advisor ServADVISOR$0not reported in the loaded dataset2023

Related Form 5500 pages