2023 Form 5500 filing — National Instruments 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 20241014140349NAL0013416723003) for National Instruments 401(K) Plan, reported by National Instruments Corporation under EIN 74-1871327 and plan number 001. It reports 3,849 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140349NAL0013416723003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Instruments Corporation
- EIN
- 74-1871327
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 3,849
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $734,274,237
- Net assets (EOY)
- $734,274,237
- Employer contributions
- $9,941,457
- Participant contributions
- $30,052,918
- Total income / additions
- $166,619,766
- Benefits paid
- $60,156,521
- Administrative expenses
- $316,592
- Total expenses
- $60,491,966
- Net increase / (decrease)
- $106,127,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $193,876 | not reported in the loaded dataset |
| Cook Street Consulting Inc | NONE | $68,480 | not reported in the loaded dataset |
| Enzi Wealth LLC | NONE | $16,157 | not reported in the loaded dataset |
| Harvard Avenue Consultants LLC | NONE | $10,160 | not reported in the loaded dataset |
| Barden Capital Management Inc | NONE | $9,058 | not reported in the loaded dataset |
| Worthpointe LLC | NONE | $8,166 | not reported in the loaded dataset |
| Abound Wealth Management LLC | NONE | $7,428 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,269 | $0 |