National Guard Products 401(K) Plan — Form 5500 plan (National Guard Products, 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 Guard Products 401(K) Plan is a benefit plan reported by National Guard Products, Inc. under EIN 62-0306160 and plan number 001. The latest loaded filing year is 2023. The filing reports 565 participants and $15,557,790 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Guard Products, Inc.
EIN
62-0306160
Plan number
001
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
565
End-of-year plan assets
$15,557,790

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023565H, C20241003154952NAL0005878275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,557,790
Total liabilities (EOY)
$0
Net assets (EOY)
$15,557,790
Net assets (BOY)
$12,919,662

Income & contributions

Employer contributions
$740,646
Participant contributions
$1,443,948
Total contributions
$2,509,696
Total income / additions
$4,953,586

Expenses & distributions

Benefits paid
$2,275,840
Administrative expenses
$38,102
Total expenses
$2,315,458
Net increase / (decrease)
$2,638,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Duncan Williams Asset ManagementADVISOR$26,432not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$11,670$02023

Related Form 5500 pages