National Carriers, Inc. Profit Sharing And Savings Plan — Form 5500 plan (National Carriers, Inc.)

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 Carriers, Inc. Profit Sharing And Savings Plan is a benefit plan reported by National Carriers, Inc. under EIN 48-0759431 and plan number 001. The latest loaded filing year is 2023. The filing reports 483 participants and $11,962,773 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Carriers, Inc.
EIN
48-0759431
Plan number
001
Plan type
2
Location
Liberal, KS
Latest filing year
2023
Participants
483
End-of-year plan assets
$11,962,773

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023483H, C20240920144000NAL0007618561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,962,773
Total liabilities (EOY)
$11,962,773
Net assets (EOY)
$0
Net assets (BOY)
$10,535,517

Income & contributions

Employer contributions
$310,773
Participant contributions
$684,082
Total contributions
$994,855
Total income / additions
$2,808,250

Expenses & distributions

Benefits paid
$1,332,753
Administrative expenses
$21,593
Total expenses
$1,380,994
Net increase / (decrease)
$1,427,256

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Instl Op CoRECORDKEEPER$10,900$02023
Strategic Advisors IncADVISOR$10,693not reported in the loaded dataset2023

Related Form 5500 pages