2023 Form 5500 filing — National Account Service Company 401(K) Savings 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 20241015095801NAL0016098515001) for National Account Service Company 401(K) Savings Plan, reported by National Account Service Company LLC under EIN 58-1767730 and plan number 002. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095801NAL0016098515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Account Service Company LLC
- EIN
- 58-1767730
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $191,390,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,390,364
- Employer contributions
- $7,009,771
- Participant contributions
- $6,270,602
- Total income / additions
- $42,496,831
- Benefits paid
- $16,237,700
- Administrative expenses
- $294,449
- Total expenses
- $16,579,746
- Net increase / (decrease)
- $25,917,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $142,018 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $106,006 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28,171 | not reported in the loaded dataset |
| Windham Brannon, P.C. | AUDITOR | $18,254 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset |