The National Service Office 401k Plan — Form 5500 plan (Nurse-Family Partnership)
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 National Service Office 401k Plan is a benefit plan reported by Nurse-Family Partnership under EIN 20-0234163 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $17,072,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nurse-Family Partnership
- EIN
- 20-0234163
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $17,072,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20240920052152NAL0009805408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,072,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,072,586
- Net assets (BOY)
- $15,212,282
Income & contributions
- Employer contributions
- $1,388,086
- Participant contributions
- $892,458
- Total contributions
- $2,581,006
- Total income / additions
- $5,070,293
Expenses & distributions
- Benefits paid
- $3,135,012
- Administrative expenses
- $56,888
- Total expenses
- $3,215,888
- Net increase / (decrease)
- $1,854,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Ascent Group, LLC | INVESTMENT/FINANCIAL ADVI | $32,646 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $24,241 | $0 | 2023 |