2023 Form 5500 filing — Nasba Employee 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 20241014163138NAL0015299699001) for Nasba Employee 401(K) Plan, reported by National Association Of State Boards Of Accountancy, Inc. under EIN 13-3448166 and plan number 002. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163138NAL0015299699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Association Of State Boards Of Accountancy, Inc.
- EIN
- 13-3448166
- Plan number
- 002
- Location
- Nashville, TN
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,945,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,945,771
- Employer contributions
- $607,754
- Participant contributions
- $584,473
- Total income / additions
- $5,692,298
- Benefits paid
- $1,903,433
- Administrative expenses
- $2,737
- Total expenses
- $1,906,170
- Net increase / (decrease)
- $3,786,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,969 | $0 |