2023 Form 5500 filing — Nbs Government Finance Group Employee Stock Ownership Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830155057NAL0030372098001) for Nbs Government Finance Group Employee Stock Ownership Plan And Trust, reported by Nbs Government Finance Group under EIN 33-0712512 and plan number 002. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240830155057NAL0030372098001
Filing year
2023
Form type
2
Plan sponsor
Nbs Government Finance Group
EIN
33-0712512
Plan number
002
Location
Temecula, CA
Participants
63
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,104,268
Total liabilities (EOY)
$1,274,550
Net assets (EOY)
$6,829,718
Employer contributions
$355,778
Participant contributions
$0
Total income / additions
$1,000,578
Benefits paid
$27,663
Administrative expenses
$0
Total expenses
$157,717
Net increase / (decrease)
$842,861
Schedule source
Schedule I

Related Form 5500 pages