National Amusements 401(K) Plan — Form 5500 plan (National Amusements, 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, National Amusements 401(K) Plan is a benefit plan reported by National Amusements, Inc. under EIN 04-2261332 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,132 participants and $87,395,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Amusements, Inc.
- EIN
- 04-2261332
- Plan number
- 002
- Plan type
- 2
- Location
- Norwood, MA
- Latest filing year
- 2023
- Participants
- 1,132
- End-of-year plan assets
- $87,395,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,132 | H, C | 20241015161637NAL0016858163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,395,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,395,907
- Net assets (BOY)
- $70,126,243
Income & contributions
- Employer contributions
- $930,573
- Participant contributions
- $2,098,805
- Total contributions
- $3,030,097
- Total income / additions
- $20,071,165
Expenses & distributions
- Benefits paid
- $2,778,476
- Administrative expenses
- $23,025
- Total expenses
- $2,801,501
- Net increase / (decrease)
- $17,269,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $25,732 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,718 | not reported in the loaded dataset | 2023 |
| Kahn, Litwin, Renza & Co., Ltd. | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$33,425 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Amusements, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norwood, MA
- Morgan Stanley — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Kahn, Litwin, Renza & Co., Ltd. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation