Natural Lands Retirement Plan — Form 5500 plan (Natural Lands Trust, 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, Natural Lands Retirement Plan is a benefit plan reported by Natural Lands Trust, Inc. under EIN 23-6272818 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $21,469,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Natural Lands Trust, Inc.
- EIN
- 23-6272818
- Plan number
- 001
- Plan type
- 2
- Location
- Media, PA
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $21,469,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241014201029NAL0055048354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,469,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,469,862
- Net assets (BOY)
- $19,833,382
Income & contributions
- Employer contributions
- $311,480
- Participant contributions
- $610,723
- Total contributions
- $922,203
- Total income / additions
- $3,788,819
Expenses & distributions
- Benefits paid
- $2,121,962
- Administrative expenses
- $30,377
- Total expenses
- $2,152,339
- Net increase / (decrease)
- $1,636,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Rpcp | INVESTMENT ADVISOR | $18,356 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $10,781 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | THIRD PARTY PLAN ADMIN | $1,240 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Natural Lands Trust, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Media, PA
- Lpl Financial Rpcp — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation
- Tiaa — Schedule C compensation