Nalu 'Aio, Inc. Retirement Plan — Form 5500 plan (Nalu 'Aio, 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, Nalu 'Aio, Inc. Retirement Plan is a benefit plan reported by Nalu 'Aio, Inc. under EIN 46-3076957 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $684,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nalu 'Aio, Inc.
- EIN
- 46-3076957
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Pierce, FL
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $684,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20250228093026NAL0000784657001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $684,571
- Net assets (EOY)
- $684,571
- Net assets (BOY)
- $604,090
Income & contributions
- Total income / additions
- $80,481
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $80,481
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.