Nitrogen Wealth, Inc. 401(K) Plan — Form 5500 plan (Nitrogen Wealth, 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, Nitrogen Wealth, Inc. 401(K) Plan is a benefit plan reported by Nitrogen Wealth, Inc. under EIN 27-4419057 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $11,015,050 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nitrogen Wealth, Inc.
EIN
27-4419057
Plan number
001
Plan type
2
Location
Auburn, CA
Latest filing year
2023
Participants
244
End-of-year plan assets
$11,015,050

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20241015122743NAL0029626641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,015,050
Net assets (EOY)
$11,015,050
Net assets (BOY)
$8,174,041

Income & contributions

Employer contributions
$661,210
Participant contributions
$1,223,635
Total contributions
$2,336,687
Total income / additions
$4,172,216

Expenses & distributions

Benefits paid
$1,328,520
Administrative expenses
$2,687
Total expenses
$1,331,207
Net increase / (decrease)
$2,841,009

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab & Co., Inc.NONE$62$02023

Related Form 5500 pages