Nisum Technologies, Inc. 401k Plan — Form 5500 plan (Nisum Technologies, 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, Nisum Technologies, Inc. 401k Plan is a benefit plan reported by Nisum Technologies, Inc. under EIN 33-0941881 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $14,741,356 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nisum Technologies, Inc.
EIN
33-0941881
Plan number
001
Plan type
2
Location
Brea, CA
Latest filing year
2023
Participants
440
End-of-year plan assets
$14,741,356

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023440H, C20241011123507NAL0021862897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,741,356
Total liabilities (EOY)
$0
Net assets (EOY)
$14,741,356
Net assets (BOY)
$10,360,304

Income & contributions

Employer contributions
$287,383
Participant contributions
$2,197,643
Total contributions
$2,495,696
Total income / additions
$5,310,141

Expenses & distributions

Benefits paid
$864,542
Administrative expenses
$64,547
Total expenses
$929,089
Net increase / (decrease)
$4,381,052

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$40,822$02023
Bgw Wealth Advisors LLCADVISOR$23,790not reported in the loaded dataset2023

Related Form 5500 pages