Plan5500

Nicolet National Bank 401(K) Plan — Form 5500 plan (Nicolet National Bank)

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, Nicolet National Bank 401(K) Plan is a benefit plan reported by Nicolet National Bank under EIN 39-1990426 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,179 participants and $105,022,349 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nicolet National Bank
EIN
39-1990426
Plan number
001
Plan type
2
Location
Green Bay, WI
Latest filing year
2023
Participants
1,179
End-of-year plan assets
$105,022,349

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,179H, C20240625070427NAL0009913904001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,022,349
Total liabilities (EOY)
$0
Net assets (EOY)
$105,022,349
Net assets (BOY)
$87,528,821

Income & contributions

Employer contributions
$4,031,472
Participant contributions
$5,797,729
Total contributions
$10,991,096
Total income / additions
$25,230,855

Expenses & distributions

Benefits paid
$7,611,467
Administrative expenses
$125,860
Total expenses
$7,737,327
Net increase / (decrease)
$17,493,528

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$125,860not reported in the loaded dataset2023

Related Form 5500 pages