Plan5500

National Association Of College Stores Employees Tax Deferred Savings Plan — Form 5500 plan (National Association Of College Stores)

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 Association Of College Stores Employees Tax Deferred Savings Plan is a benefit plan reported by National Association Of College Stores under EIN 34-0711559 and plan number 003. The latest loaded filing year is 2023. The filing reports 148 participants and $18,285,786 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.3MPlan net assets, end of year$18,285,786
Participants148Covered participants reported
Assets / participant$123.6KComputed: assets ÷ participants$123,553 (computed)
Provider compensation$106.9K3 Schedule C provider row(s)$106,914
Plan sponsor
National Association Of College Stores
EIN
34-0711559
Plan number
003
Plan type
2
Location
Oberlin, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20241009153511NAL0033248784001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.3M total assets
Net assets$18.3MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$653.6K
Benefits paid / distributions$561.2K
Contributions
Employer$165K
Participant$543.8K
Full reported line items

Net assets

Total assets (EOY)
$18,285,786
Total liabilities (EOY)
$0
Net assets (EOY)
$18,285,786
Net assets (BOY)
$15,426,098

Income & contributions

Employer contributions
$164,976
Participant contributions
$543,763
Total contributions
$708,739
Total income / additions
$3,513,318

Expenses & distributions

Benefits paid
$561,154
Administrative expenses
$92,476
Total expenses
$653,630
Net increase / (decrease)
$2,859,688
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN$59,699$10,4052023
Mgo Investment Advisory Inc.INVESTMENT ADVISOR$29,732not reported in the loaded dataset2023
Mgo Inc.TPA$3,045$4,0332023

Related Form 5500 pages