2023 Form 5500 filing — North American Science Associates, LLC Profit Sharing & 401(K) 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 20241011083149NAL0021525953001) for North American Science Associates, LLC Profit Sharing & 401(K) Plan, reported by North American Science Associates, LLC under EIN 34-1020232 and plan number 003. It reports 1,484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083149NAL0021525953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North American Science Associates, LLC
- EIN
- 34-1020232
- Plan number
- 003
- Location
- Northwood, OH
- Participants
- 1,484
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,596,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,596,469
- Employer contributions
- $3,211,761
- Participant contributions
- $9,758,484
- Total income / additions
- $33,087,714
- Benefits paid
- $10,710,616
- Administrative expenses
- $89,029
- Total expenses
- $10,802,680
- Net increase / (decrease)
- $22,285,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $57,334 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $35,397 | not reported in the loaded dataset |
| Rehmann Robson LLC | ACCOUNTANT/AUDITOR | $19,306 | not reported in the loaded dataset |
| Cbiz Benefits And Insurance Service | CONSULTANT | $5,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$28,008 | $0 |