Nap Asset Holdings 401(K) Plan — Form 5500 plan (Nap Asset Holdings, Ltd)

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, Nap Asset Holdings 401(K) Plan is a benefit plan reported by Nap Asset Holdings, Ltd under EIN 45-5490231 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $12,854,749 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nap Asset Holdings, Ltd
EIN
45-5490231
Plan number
001
Plan type
2
Location
Jasper, IN
Latest filing year
2023
Participants
280
End-of-year plan assets
$12,854,749

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20240919153258NAL0008536592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,854,749
Total liabilities (EOY)
$0
Net assets (EOY)
$12,854,749
Net assets (BOY)
$12,070,931

Income & contributions

Employer contributions
$295,083
Participant contributions
$916,328
Total contributions
$1,376,541
Total income / additions
$3,180,708

Expenses & distributions

Benefits paid
$2,323,934
Administrative expenses
$61,112
Total expenses
$2,396,890
Net increase / (decrease)
$783,818

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$61,112$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$29,7592023

Related Form 5500 pages