National Presort, Lp Profit Sharing Plan — Form 5500 plan (National Presort, Lp)
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 Presort, Lp Profit Sharing Plan is a benefit plan reported by National Presort, Lp under EIN 73-1029976 and plan number 333. The latest loaded filing year is 2023. The filing reports 156 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Presort, Lp
- EIN
- 73-1029976
- Plan number
- 333
- Plan type
- 2
- Location
- Ft Worth, TX
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240821093337NAL0003770945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $20,705,256
Income & contributions
- Employer contributions
- $45,540
- Participant contributions
- $97,041
- Total contributions
- $169,390
- Total income / additions
- -$64,534
Expenses & distributions
- Benefits paid
- $20,556,922
- Administrative expenses
- $83,800
- Total expenses
- $20,640,722
- Net increase / (decrease)
- -$20,705,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,505 | $0 | 2023 |
| Lane Gorman Trubitt, LLC | ACCOUNTANT | $42,295 | $5 | 2023 |