2023 Form 5500 filing — National Arbor Day Foundation 401(K) Plan And Trust
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 20241015091237NAL0014292995001) for National Arbor Day Foundation 401(K) Plan And Trust, reported by National Arbor Day Foundation under EIN 23-7169265 and plan number 002. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091237NAL0014292995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Arbor Day Foundation
- EIN
- 23-7169265
- Plan number
- 002
- Location
- Lincoln, NE
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,724,191
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,724,191
- Employer contributions
- $633,246
- Participant contributions
- $1,355,319
- Total income / additions
- $5,148,486
- Benefits paid
- $1,881,854
- Administrative expenses
- $74,167
- Total expenses
- $1,958,410
- Net increase / (decrease)
- $3,190,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $40,123 | not reported in the loaded dataset |
| Da Davidson & Co | INVESTMENT ADVISOR | $30,521 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,462 | $0 |