2023 Form 5500 filing — National Pen & Associates 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 20241001230349NAL0007954081001) for National Pen & Associates Profit Sharing And Savings Plan, reported by National Pen Co. LLC under EIN 46-0911877 and plan number 001. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001230349NAL0007954081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Pen Co. LLC
- EIN
- 46-0911877
- Plan number
- 001
- Location
- Shelbyville, TN
- Participants
- 435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,552,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,552,324
- Employer contributions
- $572,232
- Participant contributions
- $1,697,533
- Total income / additions
- $8,476,406
- Benefits paid
- $4,875,654
- Administrative expenses
- $131,717
- Total expenses
- $5,007,371
- Net increase / (decrease)
- $3,469,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,143 | $0 |
| Sage View Advisory | INVESTMENT ADVISORY | $53,988 | not reported in the loaded dataset |