2023 Form 5500 filing — Napa Management Services Corp. Administrative Empl Profit Sharing Plan & 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 20241015153757NAL0028967137001) for Napa Management Services Corp. Administrative Empl Profit Sharing Plan & Trust, reported by Napa Management Services Corp. under EIN 11-3635685 and plan number 001. It reports 1,262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153757NAL0028967137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Napa Management Services Corp.
- EIN
- 11-3635685
- Plan number
- 001
- Location
- Melville, NY
- Participants
- 1,262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $259,245
- Net assets (EOY)
- $259,245
- Employer contributions
- $3,953,161
- Participant contributions
- $3,345,232
- Total income / additions
- $19,659,799
- Benefits paid
- $16,117,600
- Administrative expenses
- $72,077
- Total expenses
- $16,189,677
- Net increase / (decrease)
- $3,470,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | NONE | $48,507 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | NONE | $16,000 | not reported in the loaded dataset |
| Nixon Peabody | NONE | $11,498 | not reported in the loaded dataset |
| Bacheler & Company, P.C. | NONE | $8,250 | not reported in the loaded dataset |