James Nola Investment Trust — Form 5500 plan (James Nola)
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, James Nola Investment Trust is a benefit plan reported by James Nola under EIN 81-4567515 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,096,968 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.1MPlan net assets, end of year$2,096,968
Participants1Covered participants reported
Assets / participant$2.1MComputed: assets ÷ participants$2,096,968 (computed)
Provider compensationNone reported
- Plan sponsor
- James Nola
- EIN
- 81-4567515
- Plan number
- 001
- Plan type
- 2
- Location
- Jensen Beach, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240227151327NAL0006349779001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $2,096,968
- Net assets (EOY)
- $2,096,968
- Net assets (BOY)
- $1,789,894
Income & contributions
- Total income / additions
- $307,074
Expenses & distributions
- Net increase / (decrease)
- $307,074
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.