Nebo Agency, LLC 401(K) Plan — Form 5500 plan (Nebo Agency, 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, Nebo Agency, LLC 401(K) Plan is a benefit plan reported by Nebo Agency, LLC under EIN 20-0991436 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $5,334,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nebo Agency, LLC
EIN
20-0991436
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
161
End-of-year plan assets
$5,334,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20240925174524NAL0015150577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,334,390
Total liabilities (EOY)
$0
Net assets (EOY)
$5,334,390
Net assets (BOY)
$4,136,793

Income & contributions

Employer contributions
$264,194
Participant contributions
$494,284
Total contributions
$911,612
Total income / additions
$1,680,349

Expenses & distributions

Benefits paid
$439,915
Administrative expenses
$42,837
Total expenses
$482,752
Net increase / (decrease)
$1,197,597

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aprio Wealth ManagementNONE$18,448not reported in the loaded dataset2023
John Hancock Life Insurance (Usa)NONE$827$02023

Related Form 5500 pages