401(K) Plan For Employees Of The Polish National Alliance Of The United States Of North America — Form 5500 plan (The Polish National Alliance Of The United States Of North America)
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, 401(K) Plan For Employees Of The Polish National Alliance Of The United States Of North America is a benefit plan reported by The Polish National Alliance Of The United States Of North America under EIN 36-1635410 and plan number 002. The latest loaded filing year is 2023. The filing reports 116 participants and $18,261,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Polish National Alliance Of The United States Of North America
- EIN
- 36-1635410
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20241010145812NAL0011635427001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $18,261,659
- Total liabilities (EOY)
- $7,739
- Net assets (EOY)
- $18,253,920
- Net assets (BOY)
- $17,601,955
Income & contributions
- Employer contributions
- $187,289
- Participant contributions
- $284,353
- Total contributions
- $471,642
- Total income / additions
- $2,731,709
Expenses & distributions
- Benefits paid
- $2,039,018
- Administrative expenses
- $33,837
- Total expenses
- $2,079,744
- Net increase / (decrease)
- $651,965
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | NONE | $26,875 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $6,962 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $6,563 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Polish National Alliance Of The United States Of North America
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Cambridge Investment Research, Inc. — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation