2023 Form 5500 filing — 401(K) Plan For Employees Of The Polish National Alliance Of The United States Of North America

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 20241010145812NAL0011635427001) for 401(K) Plan For Employees Of The Polish National Alliance Of The United States Of North America, reported by The Polish National Alliance Of The United States Of North America under EIN 36-1635410 and plan number 002. It reports 116 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)$18.3MReported net assets$18,253,920
Participants116
Provider compensation$40.4K4 Schedule C row(s)$40,400
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010145812NAL0011635427001
Plan sponsor
The Polish National Alliance Of The United States Of North America
EIN
36-1635410
Plan number
002
Location
Chicago, IL
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)$18.3M total assets
Net assets$18.3MLiabilities$7.7K
Money in vs. money out
Total income / additions$2.7M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$187.3K
Participant$284.4K
Full reported line items
Total assets (EOY)
$18,261,659
Total liabilities (EOY)
$7,739
Net assets (EOY)
$18,253,920
Employer contributions
$187,289
Participant contributions
$284,353
Total income / additions
$2,731,709
Benefits paid
$2,039,018
Administrative expenses
$33,837
Total expenses
$2,079,744
Net increase / (decrease)
$651,965
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $26.9K
  2. 2
    NONE · Direct $7K · Indirect $0
  3. 3
    NONE · Direct $0 · Indirect $6.6K
  4. 4
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages