2023 Form 5500 filing — The Naacp 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 20251110120027NAL0003696737001) for The Naacp 401(K) Plan, reported by National Association For The Advancement Of Colored People under EIN 13-1084135 and plan number 002. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251110120027NAL0003696737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Association For The Advancement Of Colored People
- EIN
- 13-1084135
- Plan number
- 002
- Location
- Baltimore, MD
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,015,757
- Total liabilities (EOY)
- $335
- Net assets (EOY)
- $11,015,422
- Employer contributions
- $752,300
- Participant contributions
- $733,731
- Total income / additions
- $3,080,099
- Benefits paid
- $733,657
- Administrative expenses
- $71,088
- Total expenses
- $805,843
- Net increase / (decrease)
- $2,274,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Fas | RIA | $14,012 | $2,789 |
| Merrill Lynch - Eps | RIA | $14,012 | $0 |
| John Hancock Life Insurance Co. | RECORDKEEPER | $2,789 | $0 |