The Naacp 401(K) Plan — Form 5500 plan (National Association For The Advancement Of Colored People)
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, The Naacp 401(K) Plan is a benefit plan reported by National Association For The Advancement Of Colored People under EIN 13-1084135 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $11,015,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Association For The Advancement Of Colored People
- EIN
- 13-1084135
- Plan number
- 002
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $11,015,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20251110120027NAL0003696737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,015,757
- Total liabilities (EOY)
- $335
- Net assets (EOY)
- $11,015,422
- Net assets (BOY)
- $8,741,166
Income & contributions
- Employer contributions
- $752,300
- Participant contributions
- $733,731
- Total contributions
- $1,694,438
- Total income / additions
- $3,080,099
Expenses & distributions
- Benefits paid
- $733,657
- Administrative expenses
- $71,088
- Total expenses
- $805,843
- Net increase / (decrease)
- $2,274,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch - Fas | RIA | $14,012 | $2,789 | 2023 |
| Merrill Lynch - Eps | RIA | $14,012 | $0 | 2023 |
| John Hancock Life Insurance Co. | RECORDKEEPER | $2,789 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Association For The Advancement Of Colored People
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Merrill Lynch - Fas — Schedule C compensation
- Merrill Lynch - Eps — Schedule C compensation
- John Hancock Life Insurance Co. — Schedule C compensation