2023 Form 5500 filing — Nab Pension Retirement 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 20240826082921NAL0004497731001) for Nab Pension Retirement Plan & Trust, reported by The Nabholz Group, Inc. under EIN 71-0833356 and plan number 001. It reports 1,522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826082921NAL0004497731001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Nabholz Group, Inc.
- EIN
- 71-0833356
- Plan number
- 001
- Location
- Conway, AR
- Participants
- 1,522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,182,486
- Net assets (EOY)
- $131,182,486
- Employer contributions
- $4,186,401
- Participant contributions
- $7,680,361
- Total income / additions
- $33,716,367
- Benefits paid
- $10,501,620
- Administrative expenses
- $272,611
- Total expenses
- $10,774,231
- Net increase / (decrease)
- $22,942,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stephens Inc. | ADVISOR | $169,408 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $103,202 | $0 |
| National Financial Services | RECORDKEEPER | $0 | $0 |