National Retail Federation 401(K) Profit Sharing Plan — Form 5500 plan (National Retail Federation)
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 Retail Federation 401(K) Profit Sharing Plan is a benefit plan reported by National Retail Federation under EIN 13-5582627 and plan number 002. The latest loaded filing year is 2023. The filing reports 159 participants and $41,734,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Retail Federation
- EIN
- 13-5582627
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $41,734,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241015134146NAL0028612465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,734,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,734,367
- Net assets (BOY)
- $36,907,200
Income & contributions
- Employer contributions
- $1,952,901
- Participant contributions
- $1,556,341
- Total contributions
- $3,879,600
- Total income / additions
- $10,410,032
Expenses & distributions
- Benefits paid
- $5,578,785
- Administrative expenses
- $4,080
- Total expenses
- $5,582,865
- Net increase / (decrease)
- $4,827,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | OTHER SERVICES | $0 | $74,637 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,080 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Retail Federation
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation