2023 Form 5500 filing — The Napoli Group, 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 20241015194054NAL0017127875001) for The Napoli Group, LLC 401(K) Plan, reported by The Napoli Group, LLC under EIN 20-0100132 and plan number 001. It reports 1,196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194054NAL0017127875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Napoli Group, LLC
- EIN
- 20-0100132
- Plan number
- 001
- Location
- Amherst, NH
- Participants
- 1,196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,906,293
- Net assets (EOY)
- $5,906,293
- Employer contributions
- $469,577
- Participant contributions
- $980,539
- Total income / additions
- $2,248,139
- Benefits paid
- $163,161
- Administrative expenses
- $44,805
- Total expenses
- $207,966
- Net increase / (decrease)
- $2,040,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $32,573 | $0 |
| Merrill Lynch Life Agency | INVESTMENT ADVISORY | $10,582 | $0 |
| Compass Retirement Consulting Group | THIRD PARTY ADMINISTRATO | $1,650 | $237 |