2023 Form 5500 filing — Navy-Marine Corps Relief Society 401(K) Savings 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 20241012080010NAL0013228531001) for Navy-Marine Corps Relief Society 401(K) Savings Plan, reported by Navy-Marine Corps Relief Society under EIN 53-0204618 and plan number 002. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012080010NAL0013228531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Navy-Marine Corps Relief Society
- EIN
- 53-0204618
- Plan number
- 002
- Location
- Arlington, VA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,046,811
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $10,046,805
- Employer contributions
- $1,032,913
- Participant contributions
- $1,186,970
- Total income / additions
- $5,133,613
- Benefits paid
- $715,859
- Administrative expenses
- $5,692
- Total expenses
- $721,551
- Net increase / (decrease)
- $4,412,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Planners & Administrator | RECORDKEEPER | $5,692 | $0 |