2023 Form 5500 filing — National Society Daughters Of The American Revolution 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 20240724072907NAL0026775202001) for National Society Daughters Of The American Revolution 403(B) Plan, reported by National Society Daughters Of The American Revolution under EIN 53-0205923 and plan number 002. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724072907NAL0026775202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Society Daughters Of The American Revolution
- EIN
- 53-0205923
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,943,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,943,643
- Employer contributions
- $300,105
- Participant contributions
- $516,973
- Total income / additions
- $3,457,771
- Benefits paid
- $2,137,883
- Administrative expenses
- $19,230
- Total expenses
- $2,157,113
- Net increase / (decrease)
- $1,300,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard | RECORDKEEPER | $17,363 | not reported in the loaded dataset |
| Fidelity Investment Inst. | RECORDKEEPER | $2,063 | not reported in the loaded dataset |