Nfi 401(K) Plan — Form 5500 plan (Newbury Franklin Industrials 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, Nfi 401(K) Plan is a benefit plan reported by Newbury Franklin Industrials LLC under EIN 86-1817365 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $9,768,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newbury Franklin Industrials LLC
- EIN
- 86-1817365
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $9,768,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20241015090842NAL0048602912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,768,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,768,975
- Net assets (BOY)
- $514,151
Income & contributions
- Employer contributions
- $568,081
- Participant contributions
- $772,290
- Total contributions
- $1,605,495
- Total income / additions
- $2,452,401
Expenses & distributions
- Benefits paid
- $504,703
- Administrative expenses
- $44,282
- Total expenses
- $548,985
- Net increase / (decrease)
- $1,903,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $27,946 | $0 | 2023 |
| Mml Investors Services LLC | INVESTMENT ADVISORY-PLAN | $12,325 | not reported in the loaded dataset | 2023 |
| Compass 360, LLC | RECORDKEEPER | $2,850 | $83 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $1,124 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newbury Franklin Industrials LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Mml Investors Services LLC — Schedule C compensation
- Compass 360, LLC — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation