2023 Form 5500 filing — The National Geographic Society 403(B) Retirement 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 20241008191616NAL0035769618001) for The National Geographic Society 403(B) Retirement Savings Plan, reported by The National Geographic Society under EIN 53-0193519 and plan number 002. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.6MReported net assets$27,626,655
Participants287
Provider compensation$5.6K1 Schedule C row(s)$5,602
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008191616NAL0035769618001
Plan sponsor
The National Geographic Society
EIN
53-0193519
Plan number
002
Location
Washington, DC
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$27.6M total assets
Net assets$27.6MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$3.9M
Benefits paid / distributions$3.9M
Full reported line items
Total assets (EOY)
$27,626,655
Total liabilities (EOY)
$0
Net assets (EOY)
$27,626,655
Total income / additions
$3,685,633
Benefits paid
$3,864,534
Administrative expenses
$5,603
Total expenses
$3,870,137
Net increase / (decrease)
-$184,504
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $5.6K · Indirect $0

Related Form 5500 pages