National Federation Of Independent Business Retirement Savings Plan — Form 5500 plan (National Federation Of Independent Business, Inc.)
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 Federation Of Independent Business Retirement Savings Plan is a benefit plan reported by National Federation Of Independent Business, Inc. under EIN 94-0707299 and plan number 002. The latest loaded filing year is 2023. The filing reports 770 participants and $102,148,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Federation Of Independent Business, Inc.
- EIN
- 94-0707299
- Plan number
- 002
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 770 | H, C | 20240826192507NAL0021132434001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $102,148,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,148,266
- Net assets (BOY)
- $85,151,612
Income & contributions
- Employer contributions
- $1,951,583
- Participant contributions
- $4,839,212
- Total contributions
- $10,431,905
- Total income / additions
- $24,443,780
Expenses & distributions
- Benefits paid
- $7,441,917
- Administrative expenses
- $5,209
- Total expenses
- $7,447,126
- Net increase / (decrease)
- $16,996,654
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $5,209 | $0 | 2023 |