2023 Form 5500 filing — National Association Of Secondary School Principals Section 403(B) 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 20241002123337NAL0016545538001) for National Association Of Secondary School Principals Section 403(B) Plan, reported by National Association Of Secondary School Principals under EIN 52-6006937 and plan number 010. It reports 82 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002123337NAL0016545538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Association Of Secondary School Principals
- EIN
- 52-6006937
- Plan number
- 010
- Location
- Reston, VA
- Participants
- 82
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,761,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,761,916
- Employer contributions
- $385,503
- Participant contributions
- $711,954
- Total income / additions
- $3,776,640
- Benefits paid
- $2,157,726
- Administrative expenses
- $23,894
- Total expenses
- $2,195,885
- Net increase / (decrease)
- $1,580,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,739 | $0 |
| Mmlis | BROKER | $0 | $17,981 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,860 | not reported in the loaded dataset |