2023 Form 5500 filing — Nab Holdings, LLC 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 20241004134254NAL0005739747001) for Nab Holdings, LLC 401(K) Plan, reported by Nab Holdings, LLC under EIN 45-3514691 and plan number 001. It reports 1,392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$55.1MReported net assets$55,051,487
Participants1.4K1,392
Provider compensation$185.5K3 Schedule C row(s)$185,463
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004134254NAL0005739747001
- Plan sponsor
- Nab Holdings, LLC
- EIN
- 45-3514691
- Plan number
- 001
- Location
- Troy, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$55.1M total assets
Net assets$55.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $55,051,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,051,487
- Employer contributions
- $2,229,914
- Participant contributions
- $8,149,022
- Total income / additions
- $19,868,361
- Benefits paid
- $3,810,007
- Administrative expenses
- $185,463
- Total expenses
- $4,052,977
- Net increase / (decrease)
- $15,815,384
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $146,709 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,354 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |