2023 Form 5500 filing — Nationwide Mortgage Bankers In 401(K) Profit Sharing Plan & 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 20241014133030NAL0026264833001) for Nationwide Mortgage Bankers In 401(K) Profit Sharing Plan & Trust, reported by Nationwide Mortgage Bankers In under EIN 45-2969502 and plan number 001. It reports 1,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133030NAL0026264833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nationwide Mortgage Bankers In
- EIN
- 45-2969502
- Plan number
- 001
- Location
- Melville, NY
- Participants
- 1,107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,530,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,530,205
- Employer contributions
- $0
- Participant contributions
- $1,509,777
- Total income / additions
- $3,422,164
- Benefits paid
- $1,246,527
- Administrative expenses
- $57,103
- Total expenses
- $1,303,630
- Net increase / (decrease)
- $2,118,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Pinnacle Financial Group | ADVISOR | $30,863 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $22,267 | not reported in the loaded dataset |