Fleet Landing 401(K) Retirement Plan — Form 5500 plan (Naval Continuing Care Retirement Foundation Dba Fleet Landing)

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, Fleet Landing 401(K) Retirement Plan is a benefit plan reported by Naval Continuing Care Retirement Foundation Dba Fleet Landing under EIN 59-2708341 and plan number 002. The latest loaded filing year is 2023. The filing reports 376 participants and $7,825,873 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Naval Continuing Care Retirement Foundation Dba Fleet Landing
EIN
59-2708341
Plan number
002
Plan type
2
Location
Atlantic Beach, FL
Latest filing year
2023
Participants
376
End-of-year plan assets
$7,825,873

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023376H, C20241015175124NAL0049214592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,825,873
Net assets (EOY)
$7,825,873
Net assets (BOY)
$6,737,544

Income & contributions

Employer contributions
$306,691
Participant contributions
$559,670
Total contributions
$866,361
Total income / additions
$1,961,085

Expenses & distributions

Benefits paid
$849,515
Administrative expenses
$23,241
Total expenses
$872,756
Net increase / (decrease)
$1,088,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Bank NaOTHER$23,241$02023
Definiti-LLCCONTRACT ADMIN$6,740$02023
Capital Group Retirement Plan ServiRECORDKEEPER$1,300$02023

Related Form 5500 pages