Narcorps Specialties, LLC Retirement Plan — Form 5500 plan (Narcorps Specialties, LLC)

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, Narcorps Specialties, LLC Retirement Plan is a benefit plan reported by Narcorps Specialties, LLC under EIN 81-4608647 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $431,945 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Narcorps Specialties, LLC
EIN
81-4608647
Plan number
001
Plan type
2
Location
Sheridan, WY
Latest filing year
2023
Participants
413
End-of-year plan assets
$431,945

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20241015110555NAL0016199907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$431,945
Total liabilities (EOY)
$0
Net assets (EOY)
$431,945
Net assets (BOY)
$457,535

Income & contributions

Employer contributions
$44,352
Participant contributions
$2,084
Total contributions
$46,436
Total income / additions
$108,258

Expenses & distributions

Benefits paid
$99,440
Administrative expenses
$34,408
Total expenses
$133,848
Net increase / (decrease)
-$25,590

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dwc The 401(K) ExpertsRECORDKEEPER$19,040$02023
Transamerica Financial LifeRECORDKEEPER$15,114$02023
Kestra Advisory Services, LLCINVESTMENT ADVISORY$2,729not reported in the loaded dataset2023

Related Form 5500 pages