National Instruments 401(K) Plan — Form 5500 plan (National Instruments Corporation)
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 Instruments 401(K) Plan is a benefit plan reported by National Instruments Corporation under EIN 74-1871327 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,849 participants and $734,274,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Instruments Corporation
- EIN
- 74-1871327
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 3,849
- End-of-year plan assets
- $734,274,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,849 | H, C | 20241014140349NAL0013416723003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $734,274,237
- Net assets (EOY)
- $734,274,237
- Net assets (BOY)
- $628,146,437
Income & contributions
- Employer contributions
- $9,941,457
- Participant contributions
- $30,052,918
- Total contributions
- $42,246,590
- Total income / additions
- $166,619,766
Expenses & distributions
- Benefits paid
- $60,156,521
- Administrative expenses
- $316,592
- Total expenses
- $60,491,966
- Net increase / (decrease)
- $106,127,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $193,876 | not reported in the loaded dataset | 2023 |
| Cook Street Consulting Inc | NONE | $68,480 | not reported in the loaded dataset | 2023 |
| Enzi Wealth LLC | NONE | $16,157 | not reported in the loaded dataset | 2023 |
| Harvard Avenue Consultants LLC | NONE | $10,160 | not reported in the loaded dataset | 2023 |
| Barden Capital Management Inc | NONE | $9,058 | not reported in the loaded dataset | 2023 |
| Worthpointe LLC | NONE | $8,166 | not reported in the loaded dataset | 2023 |
| Abound Wealth Management LLC | NONE | $7,428 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3,269 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Instruments Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Cook Street Consulting Inc — Schedule C compensation
- Enzi Wealth LLC — Schedule C compensation
- Harvard Avenue Consultants LLC — Schedule C compensation
- Barden Capital Management Inc — Schedule C compensation
- Worthpointe LLC — Schedule C compensation
- Abound Wealth Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation