Nickco Hospitality LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Nickco Hospitality 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, Nickco Hospitality LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Nickco Hospitality LLC under EIN 26-1439243 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $1,633,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nickco Hospitality LLC
- EIN
- 26-1439243
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $1,633,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20241014142036NAL0026393201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,633,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,633,017
- Net assets (BOY)
- $1,304,156
Income & contributions
- Employer contributions
- $96
- Participant contributions
- $362,813
- Total contributions
- $367,846
- Total income / additions
- $592,445
Expenses & distributions
- Benefits paid
- $230,925
- Administrative expenses
- $32,659
- Total expenses
- $263,584
- Net increase / (decrease)
- $328,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $12,833 | $0 | 2023 |
| Lance Soll & Lunghard Llp | AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
| Reilly Financial Advisors LLC | OTHER | $4,332 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $4,196 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nickco Hospitality LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Lance Soll & Lunghard Llp — Schedule C compensation
- Reilly Financial Advisors LLC — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation