National Outdoor Leadership School Tax Sheltered Annuity Plan — Form 5500 plan (National Outdoor Leadership School)

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 Outdoor Leadership School Tax Sheltered Annuity Plan is a benefit plan reported by National Outdoor Leadership School under EIN 83-0204184 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,221 participants and $17,193,664 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Outdoor Leadership School
EIN
83-0204184
Plan number
001
Plan type
2
Location
Lander, WY
Latest filing year
2023
Participants
1,221
End-of-year plan assets
$17,193,664

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,221H, C20241220143135NAL0009535440001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,193,664
Total liabilities (EOY)
$0
Net assets (EOY)
$17,193,664
Net assets (BOY)
$15,173,412

Income & contributions

Employer contributions
$289,141
Participant contributions
$803,710
Total contributions
$1,101,726
Total income / additions
$3,853,965

Expenses & distributions

Benefits paid
$1,816,605
Administrative expenses
$17,108
Total expenses
$1,833,713
Net increase / (decrease)
$2,020,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, IncINVESTMENT ADVISOR$11,025$02023

Related Form 5500 pages