Natural Retreats 401(K) Plan — Form 5500 plan (Natural Retreats Us 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, Natural Retreats 401(K) Plan is a benefit plan reported by Natural Retreats Us LLC under EIN 32-0511930 and plan number 001. The latest loaded filing year is 2023. The filing reports 556 participants and $6,872,034 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Natural Retreats Us LLC
- EIN
- 32-0511930
- Plan number
- 001
- Plan type
- 2
- Location
- Charlottesville, VA
- Latest filing year
- 2023
- Participants
- 556
- End-of-year plan assets
- $6,872,034
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 556 | H, C | 20241011135521NAL0021984593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,872,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,872,034
- Net assets (BOY)
- $5,032,479
Income & contributions
- Employer contributions
- $446,830
- Participant contributions
- $950,847
- Total contributions
- $1,674,765
- Total income / additions
- $2,644,240
Expenses & distributions
- Benefits paid
- $778,761
- Administrative expenses
- $25,924
- Total expenses
- $804,685
- Net increase / (decrease)
- $1,839,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $13,363 | $0 | 2023 |
| The Rose Financial Group, LLC | THIRD-PARTY ADMINISTRATOR | $7,160 | $2,904 | 2023 |
| Mma Securities, LLC | RIA | $5,401 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Natural Retreats Us LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Charlottesville, VA
- John Hancock Life Insurance Company — Schedule C compensation
- The Rose Financial Group, LLC — Schedule C compensation
- Mma Securities, LLC — Schedule C compensation