2023 Form 5500 filing — Nisbet Investment Corp. 401(K) Plan
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 20240925092715NAL0014063745001) for Nisbet Investment Corp. 401(K) Plan, reported by Nisbet Investment Corporation under EIN 31-1442274 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925092715NAL0014063745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nisbet Investment Corporation
- EIN
- 31-1442274
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,793,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,793,014
- Employer contributions
- $125,330
- Participant contributions
- $635,286
- Total income / additions
- $1,712,709
- Benefits paid
- $109,082
- Administrative expenses
- -$9,444
- Total expenses
- $100,856
- Net increase / (decrease)
- $1,611,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $16,488 |
| Barnes Dennig | ACCOUNTANT/AUDITOR | $10,450 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$19,894 | $0 |