Nasba Employee 401(K) Plan — Form 5500 plan (National Association Of State Boards Of Accountancy, 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, Nasba Employee 401(K) Plan is a benefit plan reported by National Association Of State Boards Of Accountancy, Inc. under EIN 13-3448166 and plan number 002. The latest loaded filing year is 2023. The filing reports 200 participants and $23,945,771 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Association Of State Boards Of Accountancy, Inc.
EIN
13-3448166
Plan number
002
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
200
End-of-year plan assets
$23,945,771

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241014163138NAL0015299699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,945,771
Total liabilities (EOY)
$0
Net assets (EOY)
$23,945,771
Net assets (BOY)
$20,159,643

Income & contributions

Employer contributions
$607,754
Participant contributions
$584,473
Total contributions
$1,192,227
Total income / additions
$5,692,298

Expenses & distributions

Benefits paid
$1,903,433
Administrative expenses
$2,737
Total expenses
$1,906,170
Net increase / (decrease)
$3,786,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,969$02023

Related Form 5500 pages