National Product Sales, 401(K) Plan — Form 5500 plan (National Product Sales)
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 Product Sales, 401(K) Plan is a benefit plan reported by National Product Sales under EIN 87-0281387 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $2,510,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Product Sales
- EIN
- 87-0281387
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $2,510,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20241015174940NAL0030539761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,510,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,510,729
- Net assets (BOY)
- $2,088,550
Income & contributions
- Employer contributions
- $18,346
- Participant contributions
- $191,788
- Total contributions
- $211,844
- Total income / additions
- $542,430
Expenses & distributions
- Benefits paid
- $119,405
- Administrative expenses
- $846
- Total expenses
- $120,251
- Net increase / (decrease)
- $422,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | FINANCIAL ADVISOR | $8,532 | $0 | 2023 |
| Cook Martin Poulson, Pc | CONTRACT ADMIN | $1,632 | $1,059 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,846 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Product Sales
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Global Retirement Partners, LLC — Schedule C compensation
- Cook Martin Poulson, Pc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation