Nsi 401(K) Plan — Form 5500 plan (Nsi Holdings, 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, Nsi 401(K) Plan is a benefit plan reported by Nsi Holdings, Inc. under EIN 56-1669688 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $47,287,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nsi Holdings, Inc.
- EIN
- 56-1669688
- Plan number
- 001
- Plan type
- 2
- Location
- Huntersville, NC
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $47,287,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20250217145621NAL0003336832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,287,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,287,617
- Net assets (BOY)
- $21,774,484
Income & contributions
- Employer contributions
- $1,651,106
- Participant contributions
- $4,151,012
- Total contributions
- $7,274,066
- Total income / additions
- $12,430,564
Expenses & distributions
- Benefits paid
- $8,176,077
- Administrative expenses
- $59,016
- Total expenses
- $8,235,093
- Net increase / (decrease)
- $4,195,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $59,016 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,319 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nsi Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Huntersville, NC
- Fidelity Investments Institutional — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation