2023 Form 5500 filing — Nfn Investments Retirement 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 20241015171813NAL0016955059001) for Nfn Investments Retirement Plan, reported by Nfn Investments, LLC under EIN 39-2070678 and plan number 001. It reports 173 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)$2.6MReported net assets$2,631,375
Participants173
Provider compensation$31.6K2 Schedule C row(s)$31,638
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015171813NAL0016955059001
- Plan sponsor
- Nfn Investments, LLC
- EIN
- 39-2070678
- Plan number
- 001
- Location
- Portland, OR
- 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)$2.6M total assets
Net assets$2.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,631,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,631,375
- Employer contributions
- $217,937
- Participant contributions
- $410,331
- Total income / additions
- $1,081,133
- Benefits paid
- $946,645
- Administrative expenses
- $31,638
- Total expenses
- $978,283
- Net increase / (decrease)
- $102,850
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $22,858 | $0 |
| Phillips & Company Advisors LLC | INVESTMENT ADVISOR | $8,780 | not reported in the loaded dataset |