Plan5500

Nbi, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Nbi, 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, Nbi, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Nbi, Inc. under EIN 39-1768861 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $14,024,031 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nbi, Inc.
EIN
39-1768861
Plan number
001
Plan type
2
Location
Altoona, WI
Latest filing year
2023
Participants
147
End-of-year plan assets
$14,024,031

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20240805133617NAL0001098593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,024,031
Total liabilities (EOY)
$0
Net assets (EOY)
$14,024,031
Net assets (BOY)
$12,930,579

Income & contributions

Employer contributions
$470,808
Participant contributions
$560,633
Total contributions
$1,031,441
Total income / additions
$2,967,822

Expenses & distributions

Benefits paid
$1,821,094
Administrative expenses
$53,276
Total expenses
$1,874,370
Net increase / (decrease)
$1,093,452

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCINVESTMENT ADVISOR$29,545not reported in the loaded dataset2023
Boyum & Barenscheer PllpAUDITOR$12,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$11,731$02023

Related Form 5500 pages