National Business Furniture Performance Retirement Plan — Form 5500 plan (National Business Furniture, LLC)
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 Business Furniture Performance Retirement Plan is a benefit plan reported by National Business Furniture, LLC under EIN 20-3851320 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $44,375,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Business Furniture, LLC
- EIN
- 20-3851320
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 356
- End-of-year plan assets
- $44,375,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20241011150347NAL0037350784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,375,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,375,291
- Net assets (BOY)
- $37,467,954
Income & contributions
- Employer contributions
- $1,357,233
- Participant contributions
- $2,019,640
- Total contributions
- $3,711,037
- Total income / additions
- $10,521,392
Expenses & distributions
- Benefits paid
- $3,538,279
- Administrative expenses
- $75,776
- Total expenses
- $3,614,055
- Net increase / (decrease)
- $6,907,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $55,641 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | NONE | $14,175 | not reported in the loaded dataset | 2023 |
| Oneamerica Inv Adv Services, LLC | NONE | $5,960 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Business Furniture, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Oneamerica Inv Adv Services, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation