North American Family Institute, Inc. 403(B) Plan — Form 5500 plan (North American Family Institute, 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, North American Family Institute, Inc. 403(B) Plan is a benefit plan reported by North American Family Institute, Inc. under EIN 04-2921507 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,565 participants and $26,477,034 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North American Family Institute, Inc.
- EIN
- 04-2921507
- Plan number
- 002
- Plan type
- 2
- Location
- Stoneham, MA
- Latest filing year
- 2023
- Participants
- 1,565
- End-of-year plan assets
- $26,477,034
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,565 | H, C | 20250320170631NAL0011743984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,477,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,477,034
- Net assets (BOY)
- $21,526,936
Income & contributions
- Employer contributions
- $1,224,308
- Participant contributions
- $2,734,442
- Total contributions
- $4,464,459
- Total income / additions
- $7,554,082
Expenses & distributions
- Benefits paid
- $2,455,724
- Administrative expenses
- $137,414
- Total expenses
- $2,603,984
- Net increase / (decrease)
- $4,950,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $106,061 | $0 | 2023 |
| Map Retirement Usa LLC | CONTRACT ADMINISTRATOR | $31,059 | $20,757 | 2023 |
| Rbc Capital Markets, LLC | INVESTMENT ADVISORY | $0 | $41,009 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North American Family Institute, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Stoneham, MA
- Principal Life Insurance Company — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation
- Rbc Capital Markets, LLC — Schedule C compensation