2023 Form 5500 filing — Nhd Nonunion Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611131410NAL0049521616001) for Nhd Nonunion Retirement Savings Plan, reported by New Hampshire Distributors, LLC under EIN 02-0211678 and plan number 003. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240611131410NAL0049521616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Hampshire Distributors, LLC
- EIN
- 02-0211678
- Plan number
- 003
- Location
- Concord, NH
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,044,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,044,002
- Employer contributions
- $186,981
- Participant contributions
- $589,398
- Total income / additions
- $3,348,563
- Benefits paid
- $1,636,561
- Administrative expenses
- $17,090
- Total expenses
- $1,653,651
- Net increase / (decrease)
- $1,694,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Corporation | ADVISOR | $16,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,090 | $0 |