Original filing (PDF)20250408124526NAL0018042241001

NATIONAL BUSINESS EDUCATION ASSOCIATION

Name: NATIONAL BUSINESS EDUCATION ASSOCIATION — Form 5500 (2024)
Creator: NATIONAL BUSINESS EDUCATION ASSOCIATION

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 BUSINESS EDUCATION ASSOCIATION.

Plan sponsor

Name

NATIONAL BUSINESS EDUCATION ASSOCIATION

DBA

NBEA

EIN

52-0886073

Address

325 GADWALL DR · RICHMOND, KY · 404757972

Phone

(703) 860-8300

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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