2023 Form 5500 filing — Royal Neighbors Of America 401(K) 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 20241004115728NAL0020368528001) for Royal Neighbors Of America 401(K) Retirement Plan, reported by Royal Neighbors Of America under EIN 36-1711198 and plan number 005. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004115728NAL0020368528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Royal Neighbors Of America
- EIN
- 36-1711198
- Plan number
- 005
- Location
- Rock Island, IL
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,674,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,674,166
- Employer contributions
- $907,663
- Participant contributions
- $1,012,178
- Total income / additions
- $7,397,050
- Benefits paid
- $2,380,913
- Administrative expenses
- $53,999
- Total expenses
- $2,434,912
- Net increase / (decrease)
- $4,962,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,002 | $0 |
| Capfinancial Partners, LLC | CONSULTANT | $0 | $16,320 |
| Principal Securities Inc. | INV ADV PARTICIPANTS | $0 | $7,500 |