2023 Form 5500 filing — Nalu Medical, 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 20241015154559NAL0015002211001) for Nalu Medical, Inc. 401(K) Plan, reported by Nalu Medical, Inc. under EIN 47-2189314 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154559NAL0015002211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nalu Medical, Inc.
- EIN
- 47-2189314
- Plan number
- 001
- Location
- Carlsbad, CA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,485,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,485,038
- Employer contributions
- $769
- Participant contributions
- $1,681,339
- Total income / additions
- $3,722,541
- Benefits paid
- $564,585
- Administrative expenses
- $16,252
- Total expenses
- $580,837
- Net increase / (decrease)
- $3,141,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hub International Inv Adv Serv | ADVISOR | $10,587 | not reported in the loaded dataset |
| Cambridge Investment Research | ADVISOR | $4,557 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $650 | $0 |