2023 Form 5500 filing — Natural Lands 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 20241014201029NAL0055048354001) for Natural Lands Retirement Plan, reported by Natural Lands Trust, Inc. under EIN 23-6272818 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014201029NAL0055048354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Natural Lands Trust, Inc.
- EIN
- 23-6272818
- Plan number
- 001
- Location
- Media, PA
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,469,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,469,862
- Employer contributions
- $311,480
- Participant contributions
- $610,723
- Total income / additions
- $3,788,819
- Benefits paid
- $2,121,962
- Administrative expenses
- $30,377
- Total expenses
- $2,152,339
- Net increase / (decrease)
- $1,636,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Rpcp | INVESTMENT ADVISOR | $18,356 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $10,781 | not reported in the loaded dataset |
| The Mandmarblestone Group LLC | THIRD PARTY PLAN ADMIN | $1,240 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $0 | $0 |