2023 Form 5500 filing — Nation'S Finest 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 20241011194516NAL0022596913001) for Nation'S Finest Retirement Plan, reported by Nations Finest under EIN 94-2699571 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011194516NAL0022596913001
Filing year
2023
Form type
2
Plan sponsor
Nations Finest
EIN
94-2699571
Plan number
001
Location
Santa Rosa, CA
Participants
0
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,201,387
Total liabilities (EOY)
$0
Net assets (EOY)
$1,201,387
Employer contributions
$523,761
Participant contributions
$359,291
Total income / additions
$1,230,860
Benefits paid
$25,692
Administrative expenses
$3,781
Total expenses
$29,473
Net increase / (decrease)
$1,201,387
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Relation Insurance ServicesADMINISTRATIVE SERVICES$2,450not reported in the loaded dataset
Kestra Advisory ServicesINVESTMENT ADVISOR$1,561not reported in the loaded dataset
The Vanguard Group, Inc.CONTRACT ADMINISTRATOR$1,290not reported in the loaded dataset

Related Form 5500 pages