Net Lease Capital Advisors Inc Profit Sharing Plan — Form 5500 plan (Net Lease Capital Advisor Inc Psp)
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, Net Lease Capital Advisors Inc Profit Sharing Plan is a benefit plan reported by Net Lease Capital Advisor Inc Psp under EIN 02-0500845 and plan number 003. The latest loaded filing year is 2023. The filing reports 49 participants and $37,537,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Net Lease Capital Advisor Inc Psp
- EIN
- 02-0500845
- Plan number
- 003
- Plan type
- 2
- Location
- Nashua, NH
- Latest filing year
- 2023
- Participants
- 49
- End-of-year plan assets
- $37,537,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20241010153502NAL0036300304001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $37,537,131
- Total liabilities (EOY)
- $5,154
- Net assets (EOY)
- $37,531,977
- Net assets (BOY)
- $34,003,981
Income & contributions
- Employer contributions
- $195,509
- Participant contributions
- $1,307,293
- Total income / additions
- $6,833,074
Expenses & distributions
- Benefits paid
- $3,305,078
- Total expenses
- $3,305,078
- Net increase / (decrease)
- $3,527,996
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.