North American Risk Services, Inc. 401(K) Plan — Form 5500 plan (North American Risk Services, 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 Risk Services, Inc. 401(K) Plan is a benefit plan reported by North American Risk Services, Inc. under EIN 13-3901415 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $25,460,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North American Risk Services, Inc.
- EIN
- 13-3901415
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Mary, FL
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $25,460,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20241001113556NAL0003223555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,460,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,460,076
- Net assets (BOY)
- $21,941,181
Income & contributions
- Employer contributions
- $968,620
- Participant contributions
- $2,091,478
- Total contributions
- $4,306,774
- Total income / additions
- $8,106,738
Expenses & distributions
- Benefits paid
- $4,503,563
- Administrative expenses
- $84,280
- Total expenses
- $4,587,843
- Net increase / (decrease)
- $3,518,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $46,352 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,889 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | OTHER | $39 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North American Risk Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lake Mary, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation