Plan5500

Nickolas Savko & Sons, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Nickolas Savko & Sons, 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, Nickolas Savko & Sons, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Nickolas Savko & Sons, Inc. under EIN 31-0907362 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $7,591,835 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nickolas Savko & Sons, Inc.
EIN
31-0907362
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
196
End-of-year plan assets
$7,591,835

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241004081501NAL0023113762001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,591,835
Total liabilities (EOY)
$0
Net assets (EOY)
$7,591,835
Net assets (BOY)
$6,576,516

Income & contributions

Employer contributions
$900,377
Participant contributions
$345,621
Total contributions
$1,267,864
Total income / additions
$2,181,583

Expenses & distributions

Benefits paid
$1,122,823
Administrative expenses
$43,441
Total expenses
$1,166,264
Net increase / (decrease)
$1,015,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$19,995$02023
Lpl Financial LLCADVISOR$15,933not reported in the loaded dataset2023
Clark Schaefer HackettACCOUNTANT/AUDITOR$7,400not reported in the loaded dataset2023

Related Form 5500 pages