2023 Form 5500 filing — National Carriers, Inc. Profit Sharing And Savings 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 20240920144000NAL0007618561001) for National Carriers, Inc. Profit Sharing And Savings Plan, reported by National Carriers, Inc. under EIN 48-0759431 and plan number 001. It reports 483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920144000NAL0007618561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Carriers, Inc.
- EIN
- 48-0759431
- Plan number
- 001
- Location
- Liberal, KS
- Participants
- 483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,962,773
- Total liabilities (EOY)
- $11,962,773
- Net assets (EOY)
- $0
- Employer contributions
- $310,773
- Participant contributions
- $684,082
- Total income / additions
- $2,808,250
- Benefits paid
- $1,332,753
- Administrative expenses
- $21,593
- Total expenses
- $1,380,994
- Net increase / (decrease)
- $1,427,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Instl Op Co | RECORDKEEPER | $10,900 | $0 |
| Strategic Advisors Inc | ADVISOR | $10,693 | not reported in the loaded dataset |