2023 Form 5500 filing — Nordic Consulting Partners, Inc. 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 20241015135320NAL0029858929001) for Nordic Consulting Partners, Inc. 401(K) Plan, reported by Nordic Consulting Partners, Inc. under EIN 27-1633363 and plan number 001. It reports 2,099 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)$161.2MReported net assets$161,150,481
Participants2.1K2,099
Provider compensation$218.8K4 Schedule C row(s)$218,817
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015135320NAL0029858929001
Plan sponsor
Nordic Consulting Partners, Inc.
EIN
27-1633363
Plan number
001
Location
Madison, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$161.2M total assets
Net assets$161.2MLiabilities$0
Money in vs. money out
Total income / additions$54.3M
Total expenses$15.3M
Benefits paid / distributions$15M
Contributions
Employer$5.3M
Participant$19.6M
Full reported line items
Total assets (EOY)
$161,150,481
Total liabilities (EOY)
$0
Net assets (EOY)
$161,150,481
Employer contributions
$5,349,175
Participant contributions
$19,567,473
Total income / additions
$54,307,950
Benefits paid
$15,024,367
Administrative expenses
$218,817
Total expenses
$15,337,509
Net increase / (decrease)
$38,970,441
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $131.1K · Indirect $0
  2. 2
    ADVISOR · Direct $48K
  3. 3
    ADVISOR · Direct $27.7K
  4. 4
    INVESTMENT ADVISOR · Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015135320NAL0029858929001 cover?
It is the 2023 Form 5500 filing for Nordic Consulting Partners, Inc. 401(K) Plan, reported by Nordic Consulting Partners, Inc. (EIN 27-1633363).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages