Plan5500

Nexum, Inc. 401(K) Plan — Form 5500 plan (Nexum, 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, Nexum, Inc. 401(K) Plan is a benefit plan reported by Nexum, Inc. under EIN 75-3026056 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $9,439,894 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nexum, Inc.
EIN
75-3026056
Plan number
001
Plan type
2
Location
Hammond, IN
Latest filing year
2023
Participants
128
End-of-year plan assets
$9,439,894

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20240828182240NAL0006990563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,439,894
Total liabilities (EOY)
$0
Net assets (EOY)
$9,439,894
Net assets (BOY)
$8,065,351

Income & contributions

Employer contributions
$2,785
Participant contributions
$827,356
Total contributions
$830,141
Total income / additions
$2,255,421

Expenses & distributions

Benefits paid
$839,337
Administrative expenses
$41,541
Total expenses
$880,878
Net increase / (decrease)
$1,374,543

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wintrust Investments, LLCINVESTMENT ADVISOR$31,478not reported in the loaded dataset2023
Capital Group Retirement Plan ServRECORDKEEPER$10,063$02023

Related Form 5500 pages