2023 Form 5500 filing — Nuspire LLC 401k Plan & Trust 401k Profit Sharing Plan And Tru
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 20240916050326NAL0002184720001) for Nuspire LLC 401k Plan & Trust 401k Profit Sharing Plan And Tru, reported by Nuspire LLC under EIN 26-2303381 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916050326NAL0002184720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nuspire LLC
- EIN
- 26-2303381
- Plan number
- 001
- Location
- Commerce Township, MI
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,648,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,648,194
- Participant contributions
- $1,083,032
- Total income / additions
- $2,102,481
- Benefits paid
- $947,201
- Administrative expenses
- $9,329
- Total expenses
- $958,940
- Net increase / (decrease)
- $1,143,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $9,329 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Wells Fargo | ADVISOR | $0 | $0 |