National Society Daughters Of The American Revolution 403(B) Plan — Form 5500 plan (National Society Daughters Of The American Revolution)
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 Society Daughters Of The American Revolution 403(B) Plan is a benefit plan reported by National Society Daughters Of The American Revolution under EIN 53-0205923 and plan number 002. The latest loaded filing year is 2023. The filing reports 176 participants and $13,943,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Society Daughters Of The American Revolution
- EIN
- 53-0205923
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $13,943,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20240724072907NAL0026775202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,943,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,943,643
- Net assets (BOY)
- $12,642,985
Income & contributions
- Employer contributions
- $300,105
- Participant contributions
- $516,973
- Total contributions
- $817,078
- Total income / additions
- $3,457,771
Expenses & distributions
- Benefits paid
- $2,137,883
- Administrative expenses
- $19,230
- Total expenses
- $2,157,113
- Net increase / (decrease)
- $1,300,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard | RECORDKEEPER | $17,363 | not reported in the loaded dataset | 2023 |
| Fidelity Investment Inst. | RECORDKEEPER | $2,063 | not reported in the loaded dataset | 2023 |