2023 Form 5500 filing — Nksfb, LLC 401(K) Profit Sharing 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 20241015213540NAL0030968097001) for Nksfb, LLC 401(K) Profit Sharing Plan, reported by Nksfb, LLC under EIN 82-4371559 and plan number 001. It reports 799 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213540NAL0030968097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nksfb, LLC
- EIN
- 82-4371559
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 799
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,681,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,681,611
- Employer contributions
- $1,442,853
- Participant contributions
- $5,775,670
- Total income / additions
- $18,451,753
- Benefits paid
- $3,022,552
- Administrative expenses
- $265,993
- Total expenses
- $3,288,545
- Net increase / (decrease)
- $15,163,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Wealth Collaborative, Inc. | INVESTMENT ADVISOR | $123,955 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $80,911 | not reported in the loaded dataset |
| Actuaries Unlimited, Inc. | TPA | $59,217 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAL | $0 | $0 |