Nna Services Profit Sharing 401(K) Plan — Form 5500 plan (Nna Services, LLC)

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, Nna Services Profit Sharing 401(K) Plan is a benefit plan reported by Nna Services, LLC under EIN 46-1586301 and plan number 002. The latest loaded filing year is 2023. The filing reports 384 participants and $28,543,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nna Services, LLC
EIN
46-1586301
Plan number
002
Plan type
2
Location
Chatsworth, CA
Latest filing year
2023
Participants
384
End-of-year plan assets
$28,543,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023384H, C20250319153417NAL0005206193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,543,622
Total liabilities (EOY)
$0
Net assets (EOY)
$28,543,622
Net assets (BOY)
$22,549,051

Income & contributions

Employer contributions
$1,831,501
Participant contributions
$987,373
Total contributions
$2,856,032
Total income / additions
$6,793,281

Expenses & distributions

Benefits paid
$735,794
Administrative expenses
$46,070
Total expenses
$798,710
Net increase / (decrease)
$5,994,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Wellness Group LLCINVESTMENT ADVISOR$45,205not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$865$02023

Related Form 5500 pages