The Holding Company 401(K) Plan — Form 5500 plan (Nations Holding Company)
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, The Holding Company 401(K) Plan is a benefit plan reported by Nations Holding Company under EIN 48-1181732 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $7,910,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nations Holding Company
- EIN
- 48-1181732
- Plan number
- 001
- Plan type
- 2
- Location
- Merriam, KS
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $7,910,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20241010111645NAL0009941219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,910,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,910,650
- Net assets (BOY)
- $6,739,637
Income & contributions
- Employer contributions
- $97,480
- Participant contributions
- $465,813
- Total contributions
- $573,260
- Total income / additions
- $1,689,974
Expenses & distributions
- Benefits paid
- $455,877
- Administrative expenses
- $63,084
- Total expenses
- $518,961
- Net increase / (decrease)
- $1,171,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $37,371 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $15,187 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $10,526 | not reported in the loaded dataset | 2023 |