National Bankshares, Inc. Retirement Accumulation Plan — Form 5500 plan (National Bankshares Retirement Accumulation Plan)

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 Bankshares, Inc. Retirement Accumulation Plan is a benefit plan reported by National Bankshares Retirement Accumulation Plan under EIN 54-1375874 and plan number 002. The latest loaded filing year is 2023. The filing reports 237 participants and $16,677,706 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Bankshares Retirement Accumulation Plan
EIN
54-1375874
Plan number
002
Plan type
2
Location
Blacksburg, VA
Latest filing year
2023
Participants
237
End-of-year plan assets
$16,677,706

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20240718081503NAL0005250401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,677,706
Total liabilities (EOY)
$0
Net assets (EOY)
$16,677,706
Net assets (BOY)
$14,387,588

Income & contributions

Employer contributions
$445,758
Participant contributions
$670,772
Total contributions
$1,116,530
Total income / additions
$3,216,139

Expenses & distributions

Benefits paid
$828,588
Administrative expenses
$97,433
Total expenses
$926,021
Net increase / (decrease)
$2,290,118

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORDKEEPER$60,638not reported in the loaded dataset2023
Vba Benefits CorporationSERVICE PROVIDER$36,795not reported in the loaded dataset2023

Related Form 5500 pages