National Association Of Secondary School Principals Section 403(B) Plan — Form 5500 plan (National Association Of Secondary School Principals)

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 Secondary School Principals Section 403(B) Plan is a benefit plan reported by National Association Of Secondary School Principals under EIN 52-6006937 and plan number 010. The latest loaded filing year is 2023. The filing reports 82 participants and $15,761,916 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Association Of Secondary School Principals
EIN
52-6006937
Plan number
010
Plan type
2
Location
Reston, VA
Latest filing year
2023
Participants
82
End-of-year plan assets
$15,761,916

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202382H, C20241002123337NAL0016545538001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,761,916
Total liabilities (EOY)
$0
Net assets (EOY)
$15,761,916
Net assets (BOY)
$14,181,161

Income & contributions

Employer contributions
$385,503
Participant contributions
$711,954
Total contributions
$1,134,470
Total income / additions
$3,776,640

Expenses & distributions

Benefits paid
$2,157,726
Administrative expenses
$23,894
Total expenses
$2,195,885
Net increase / (decrease)
$1,580,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$21,739$02023
MmlisBROKER$0$17,9812023
Empower Advisory Group LLCINVESTMENT MGMT$1,860not reported in the loaded dataset2023

Related Form 5500 pages