Plan5500

Nortal, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Nortal, 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, Nortal, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Nortal, LLC under EIN 27-2852064 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $7,861,472 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nortal, LLC
EIN
27-2852064
Plan number
001
Plan type
2
Location
Kirkland, WA
Latest filing year
2023
Participants
196
End-of-year plan assets
$7,861,472

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241011154719NAL0022258561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,861,472
Total liabilities (EOY)
$0
Net assets (EOY)
$7,861,472
Net assets (BOY)
$6,071,049

Income & contributions

Employer contributions
$279,058
Participant contributions
$1,302,280
Total contributions
$1,700,192
Total income / additions
$2,955,530

Expenses & distributions

Benefits paid
$1,134,534
Administrative expenses
$30,573
Total expenses
$1,165,107
Net increase / (decrease)
$1,790,423

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sharebuilder Advisors, LLCINVESTMENT MANAGER$22,248not reported in the loaded dataset2023
Ascensus LLCNONE$2,826not reported in the loaded dataset2023
PaiTPA$2,355not reported in the loaded dataset2023

Related Form 5500 pages