Nksfb, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Nksfb, 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, Nksfb, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Nksfb, LLC under EIN 82-4371559 and plan number 001. The latest loaded filing year is 2023. The filing reports 799 participants and $86,681,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nksfb, LLC
- EIN
- 82-4371559
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 799
- End-of-year plan assets
- $86,681,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 799 | H, C | 20241015213540NAL0030968097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,681,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,681,611
- Net assets (BOY)
- $71,518,403
Income & contributions
- Employer contributions
- $1,442,853
- Participant contributions
- $5,775,670
- Total contributions
- $7,637,857
- Total income / additions
- $18,451,753
Expenses & distributions
- Benefits paid
- $3,022,552
- Administrative expenses
- $265,993
- Total expenses
- $3,288,545
- Net increase / (decrease)
- $15,163,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Wealth Collaborative, Inc. | INVESTMENT ADVISOR | $123,955 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $80,911 | not reported in the loaded dataset | 2023 |
| Actuaries Unlimited, Inc. | TPA | $59,217 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAL | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nksfb, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- The Wealth Collaborative, Inc. — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Actuaries Unlimited, Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation