2023 Form 5500 filing — National Outdoor Leadership School Tax Sheltered Annuity 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 20241220143135NAL0009535440001) for National Outdoor Leadership School Tax Sheltered Annuity Plan, reported by National Outdoor Leadership School under EIN 83-0204184 and plan number 001. It reports 1,221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220143135NAL0009535440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Outdoor Leadership School
- EIN
- 83-0204184
- Plan number
- 001
- Location
- Lander, WY
- Participants
- 1,221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,193,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,193,664
- Employer contributions
- $289,141
- Participant contributions
- $803,710
- Total income / additions
- $3,853,965
- Benefits paid
- $1,816,605
- Administrative expenses
- $17,108
- Total expenses
- $1,833,713
- Net increase / (decrease)
- $2,020,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc | INVESTMENT ADVISOR | $11,025 | $0 |