Nuix North America Inc. 401(K) Plan — Form 5500 plan (Nuix North America Inc.)
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, Nuix North America Inc. 401(K) Plan is a benefit plan reported by Nuix North America Inc. under EIN 26-1486949 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $26,502,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nuix North America Inc.
- EIN
- 26-1486949
- Plan number
- 001
- Plan type
- 2
- Location
- Herndon, VA
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $26,502,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20241015153451NAL0028956273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,502,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,502,350
- Net assets (BOY)
- $20,189,965
Income & contributions
- Employer contributions
- $1,136,703
- Participant contributions
- $2,752,462
- Total contributions
- $4,110,074
- Total income / additions
- $8,203,418
Expenses & distributions
- Benefits paid
- $1,829,475
- Administrative expenses
- $61,558
- Total expenses
- $1,891,033
- Net increase / (decrease)
- $6,312,385
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiduciary Wealth Management | NONE | $33,325 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $28,233 | $0 | 2023 |