Original filing (PDF)20250327131237NAL0009361875001

NATIONAL CU SERVICES, INC.

Name: NATIONAL CU SERVICES, INC. — NATIONAL CU SERVICES, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: NATIONAL CU SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

NATIONAL CU SERVICES, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL CU SERVICES, INC..

Plan sponsor

Name

NATIONAL CU SERVICES, INC.

EIN

39-1169123

Address

2801 INTERNATIONAL LANE #103 · MADISON, WI · 53704

Phone

(608) 241-5511

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-03-27

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Service providers (Schedule C)

Small plans don't disclose service providers

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