2023 Form 5500 filing — N3b 401(K) 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 20241015094519NAL0016080339001) for N3b 401(K) Retirement Plan, reported by Newport News Nuclear Bwxt - Los Alamos LLC under EIN 81-4328400 and plan number 001. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015094519NAL0016080339001
Filing year
2023
Form type
2
Plan sponsor
Newport News Nuclear Bwxt - Los Alamos LLC
EIN
81-4328400
Plan number
001
Location
Los Alamos, NM
Participants
530
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$45,424,761
Total liabilities (EOY)
$0
Net assets (EOY)
$45,424,761
Employer contributions
$4,681,966
Participant contributions
$4,913,903
Total income / additions
$17,802,807
Benefits paid
$6,704,793
Administrative expenses
$57,946
Total expenses
$6,762,739
Net increase / (decrease)
$11,040,068
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$36,715$0
Strategic Advisors, Inc.ADVISOR$21,331not reported in the loaded dataset

Related Form 5500 pages