Nuspire LLC 401k Plan & Trust 401k Profit Sharing Plan And Tru — Form 5500 plan (Nuspire 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, Nuspire LLC 401k Plan & Trust 401k Profit Sharing Plan And Tru is a benefit plan reported by Nuspire LLC under EIN 26-2303381 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $5,648,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nuspire LLC
- EIN
- 26-2303381
- Plan number
- 001
- Plan type
- 2
- Location
- Commerce Township, MI
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $5,648,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20240916050326NAL0002184720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,648,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,648,194
- Net assets (BOY)
- $4,504,653
Income & contributions
- Participant contributions
- $1,083,032
- Total contributions
- $1,297,663
- Total income / additions
- $2,102,481
Expenses & distributions
- Benefits paid
- $947,201
- Administrative expenses
- $9,329
- Total expenses
- $958,940
- Net increase / (decrease)
- $1,143,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $9,329 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Wells Fargo | ADVISOR | $0 | $0 | 2023 |