2023 Form 5500 filing — National Amusements 401(K) 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 20241015161637NAL0016858163001) for National Amusements 401(K) Plan, reported by National Amusements, Inc. under EIN 04-2261332 and plan number 002. It reports 1,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161637NAL0016858163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Amusements, Inc.
- EIN
- 04-2261332
- Plan number
- 002
- Location
- Norwood, MA
- Participants
- 1,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,395,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,395,907
- Employer contributions
- $930,573
- Participant contributions
- $2,098,805
- Total income / additions
- $20,071,165
- Benefits paid
- $2,778,476
- Administrative expenses
- $23,025
- Total expenses
- $2,801,501
- Net increase / (decrease)
- $17,269,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $25,732 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $15,718 | not reported in the loaded dataset |
| Kahn, Litwin, Renza & Co., Ltd. | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$33,425 | $0 |