2023 Form 5500 filing — North American Services Inc 401(K) Profit Sharing Plan & Trust

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 20240726125623NAL0033006834001) for North American Services Inc 401(K) Profit Sharing Plan & Trust, reported by North American Services Inc under EIN 77-0174125 and plan number 001. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,065,478
Participants78
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240726125623NAL0033006834001
Plan sponsor
North American Services Inc
EIN
77-0174125
Plan number
001
Location
Moorpark, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$412.3K
Total expenses$22.7K
Benefits paid / distributions$22.6K
Contributions
Employer$0
Participant$139K
Full reported line items
Total assets (EOY)
$2,065,478
Total liabilities (EOY)
$0
Net assets (EOY)
$2,065,478
Employer contributions
$0
Participant contributions
$138,992
Total income / additions
$412,281
Benefits paid
$22,556
Administrative expenses
$135
Total expenses
$22,691
Net increase / (decrease)
$389,590

Related Form 5500 pages