N.R.F. Distributors Retirement Savings Plan — Form 5500 plan (N.R.F. Distributors, Inc.)
Plain-English plan 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, N.R.F. Distributors Retirement Savings Plan is a benefit plan reported by N.R.F. Distributors, Inc. under EIN 01-0319607 and plan number 002. The latest loaded filing year is 2023. The filing reports 375 participants and $19,912,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- N.R.F. Distributors, Inc.
- EIN
- 01-0319607
- Plan number
- 002
- Plan type
- 2
- Location
- Augusta, MA
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $19,912,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20240823092245NAL0006183377004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,912,368
- Net assets (EOY)
- $19,912,368
- Net assets (BOY)
- $17,734,855
Income & contributions
- Employer contributions
- $258,158
- Participant contributions
- $1,433,216
- Total contributions
- $1,691,374
- Total income / additions
- $4,085,728
Expenses & distributions
- Benefits paid
- $1,717,946
- Administrative expenses
- $69,077
- Total expenses
- $1,908,215
- Net increase / (decrease)
- $2,177,513
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth | INVESTMENT ADVISOR | $44,300 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,511 | $0 | 2023 |
| Downeast Pension Services, Inc. | CONTRACT ADMINISTRTOR | $5,650 | $10,000 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $9,408 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for N.R.F. Distributors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Augusta, MA
- Commonwealth — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Downeast Pension Services, Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation