2023 Form 5500 filing — National Conference Of Bar Examiners 403(B) 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 20240722073420NAL0006162515001) for National Conference Of Bar Examiners 403(B) Plan, reported by National Conference Of Bar Examiners under EIN 36-2472009 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.2MReported net assets$24,215,154
Participants149
Provider compensation$42.3K2 Schedule C row(s)$42,296
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240722073420NAL0006162515001
Plan sponsor
National Conference Of Bar Examiners
EIN
36-2472009
Plan number
001
Location
Madison, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.2M total assets
Net assets$24.2MLiabilities
Money in vs. money out
Total income / additions$5.7M
Total expenses$740.2K
Benefits paid / distributions$739.4K
Contributions
Employer$876K
Participant$1.4M
Full reported line items
Total assets (EOY)
$24,215,154
Net assets (EOY)
$24,215,154
Employer contributions
$876,002
Participant contributions
$1,441,121
Total income / additions
$5,696,919
Benefits paid
$739,445
Administrative expenses
$715
Total expenses
$740,160
Net increase / (decrease)
$4,956,759
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/ADVISOR · Direct $0 · Indirect $36K
  2. 2
    INVESTMENT ADVISOR · Direct $6.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722073420NAL0006162515001 cover?
It is the 2023 Form 5500 filing for National Conference Of Bar Examiners 403(B) Plan, reported by National Conference Of Bar Examiners (EIN 36-2472009).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages