2023 Form 5500 filing — National Business Furniture Performance 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 20241011150347NAL0037350784001) for National Business Furniture Performance Retirement Plan, reported by National Business Furniture, LLC under EIN 20-3851320 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150347NAL0037350784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Business Furniture, LLC
- EIN
- 20-3851320
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,375,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,375,291
- Employer contributions
- $1,357,233
- Participant contributions
- $2,019,640
- Total income / additions
- $10,521,392
- Benefits paid
- $3,538,279
- Administrative expenses
- $75,776
- Total expenses
- $3,614,055
- Net increase / (decrease)
- $6,907,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $55,641 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $14,175 | not reported in the loaded dataset |
| Oneamerica Inv Adv Services, LLC | NONE | $5,960 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |