National 4-H Council 403(B) Plan — Form 5500 plan (National 4-H Council)
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 4-H Council 403(B) Plan is a benefit plan reported by National 4-H Council under EIN 36-2862206 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $13,480,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National 4-H Council
- EIN
- 36-2862206
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $13,480,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241015134113NAL0016513843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,480,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,480,279
- Net assets (BOY)
- $12,012,238
Income & contributions
- Employer contributions
- $401,785
- Participant contributions
- $888,922
- Total contributions
- $1,344,734
- Total income / additions
- $3,484,579
Expenses & distributions
- Benefits paid
- $1,936,387
- Administrative expenses
- $45,669
- Total expenses
- $2,016,538
- Net increase / (decrease)
- $1,468,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Western Trust | INVESTMENT ADVISORY | $27,665 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,004 | $0 | 2023 |