Noble 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Noble Supply & Logistics, LLC)
Plain-English plan 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, Noble 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Noble Supply & Logistics, LLC under EIN 04-2767926 and plan number 001. The latest loaded filing year is 2023. The filing reports 483 participants and $23,579,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Noble Supply & Logistics, LLC
- EIN
- 04-2767926
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 483
- End-of-year plan assets
- $23,579,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 483 | H, C | 20241015152429NAL0030158497002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,579,690
- Net assets (EOY)
- $23,579,690
- Net assets (BOY)
- $18,724,551
Income & contributions
- Employer contributions
- $1,180,146
- Participant contributions
- $2,422,370
- Total contributions
- $6,033,241
- Total income / additions
- $9,577,547
Expenses & distributions
- Benefits paid
- $4,708,715
- Administrative expenses
- $13,188
- Total expenses
- $4,722,408
- Net increase / (decrease)
- $4,855,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Group | INVESTMENT ADVISOR | $23,029 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,225 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,178 | $0 | 2023 |
| Cambridge Investment Research | ADVISOR | $1,740 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $4 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Noble Supply & Logistics, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Cambridge Investment Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation