Nationwide Mortgage Bankers In 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Nationwide Mortgage Bankers In)

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, Nationwide Mortgage Bankers In 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Nationwide Mortgage Bankers In under EIN 45-2969502 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,107 participants and $8,530,205 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nationwide Mortgage Bankers In
EIN
45-2969502
Plan number
001
Plan type
2
Location
Melville, NY
Latest filing year
2023
Participants
1,107
End-of-year plan assets
$8,530,205

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,107H, C20241014133030NAL0026264833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,530,205
Total liabilities (EOY)
$0
Net assets (EOY)
$8,530,205
Net assets (BOY)
$6,411,671

Income & contributions

Employer contributions
$0
Participant contributions
$1,509,777
Total contributions
$2,090,237
Total income / additions
$3,422,164

Expenses & distributions

Benefits paid
$1,246,527
Administrative expenses
$57,103
Total expenses
$1,303,630
Net increase / (decrease)
$2,118,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Pinnacle Financial GroupADVISOR$30,863not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$22,267not reported in the loaded dataset2023

Related Form 5500 pages