National Domestic Workers Alliance 401k Profit Sharing Plan — Form 5500 plan (National Domestic Workers Alliance)

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 Domestic Workers Alliance 401k Profit Sharing Plan is a benefit plan reported by National Domestic Workers Alliance under EIN 35-2420942 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $2,716,044 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Domestic Workers Alliance
EIN
35-2420942
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
178
End-of-year plan assets
$2,716,044

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241015190107NAL0049456368003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,716,044
Net assets (EOY)
$2,716,044
Net assets (BOY)
$2,145,632

Income & contributions

Employer contributions
$537,546
Participant contributions
$542,122
Total contributions
$1,097,930
Total income / additions
$1,459,669

Expenses & distributions

Benefits paid
$86,901
Administrative expenses
$5,135
Total expenses
$92,036
Net increase / (decrease)
$1,367,633

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsuranRECORDKEEPER$3,120$02023
Fiduciary Plan Partners LLCINVESTMENT ADVISOR$1,389not reported in the loaded dataset2023
Adp, Inc.RECORD KEEPER$425not reported in the loaded dataset2023
Planned Retirement Consultants & AdTHIRD PARTY ADMINISTRATOR$200$412023
Adp Broker-DealerRECORD KEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023
Ubs Financial Services IncADVISORnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages