2023 Form 5500 filing — National Church Residences 3-4-5 401(A) Retirement 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 20240918113700NAL0001679187001) for National Church Residences 3-4-5 401(A) Retirement Plan, reported by National Church Residences,Inc. under EIN 31-0651750 and plan number 002. It reports 2,856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918113700NAL0001679187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Church Residences,Inc.
- EIN
- 31-0651750
- Plan number
- 002
- Location
- Columbus, OH
- Participants
- 2,856
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,052,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,052,534
- Employer contributions
- $7,052,223
- Total income / additions
- $14,762,920
- Benefits paid
- $5,176,783
- Administrative expenses
- $187,069
- Total expenses
- $5,363,852
- Net increase / (decrease)
- $9,399,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Group | SERVICE PROVIDER | $138,317 | $0 |
| Highland Consulting | CONSULTING | $37,500 | not reported in the loaded dataset |
| Vorys, Sater, Seymour And Pease, Ll | ATTORNEY | $11,252 | not reported in the loaded dataset |