Nichols Cauley & Associates LLC 401k — Form 5500 plan (Nichols Cauley & Associates, 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, Nichols Cauley & Associates LLC 401k is a benefit plan reported by Nichols Cauley & Associates, LLC under EIN 58-2475857 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $29,927,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nichols Cauley & Associates, LLC
- EIN
- 58-2475857
- Plan number
- 001
- Plan type
- 2
- Location
- Dublin, GA
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $29,927,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H | 20250425143152NAL0013677328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,927,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,927,645
- Net assets (BOY)
- $26,233,125
Income & contributions
- Employer contributions
- $665,063
- Participant contributions
- $1,527,370
- Total contributions
- $2,231,003
- Total income / additions
- $6,018,657
Expenses & distributions
- Benefits paid
- $2,039,018
- Administrative expenses
- $25,792
- Total expenses
- $2,324,137
- Net increase / (decrease)
- $3,694,520
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.