2023 Form 5500 filing — Next Door Savings & 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 20241011132611NAL0022829073001) for Next Door Savings & Retirement Plan, reported by Next Door Foundation, Inc. under EIN 39-1162969 and plan number 002. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132611NAL0022829073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Next Door Foundation, Inc.
- EIN
- 39-1162969
- Plan number
- 002
- Location
- Milwaukee, WI
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,316,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,316,909
- Employer contributions
- $539,684
- Participant contributions
- $629,213
- Total income / additions
- $2,114,377
- Benefits paid
- $1,225,184
- Administrative expenses
- $30,505
- Total expenses
- $1,255,689
- Net increase / (decrease)
- $858,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $17,351 | $0 |
| Map Retirement Usa, LLC | THIRD PARTY ADMINISTATOR | $13,154 | $552 |