2023 Form 5500 filing — National Council On Aging, Inc. 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 20241010160400NAL0021403249001) for National Council On Aging, Inc. 403(B) Plan, reported by National Council On Aging, Inc. under EIN 13-1932384 and plan number 002. It reports 111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160400NAL0021403249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Council On Aging, Inc.
- EIN
- 13-1932384
- Plan number
- 002
- Location
- Arlington, VA
- Participants
- 111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,518,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,518,004
- Employer contributions
- $596,163
- Participant contributions
- $838,860
- Total income / additions
- $3,986,081
- Benefits paid
- $1,464,291
- Administrative expenses
- $37,906
- Total expenses
- $1,502,197
- Net increase / (decrease)
- $2,483,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Planology, Inc | NONE | $25,561 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,345 | $0 |