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, Nicholas & Company 401(K) Profit Sharing Plan is a benefit plan reported by Nicholas & Co., Inc. under EIN 87-0235565 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,043 participants and $39,876,633 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,876,633
- Total liabilities (EOY)
- $43,569
- Net assets (EOY)
- $39,833,064
- Net assets (BOY)
- $32,117,931
Income & contributions
- Employer contributions
- $1,129,910
- Participant contributions
- $3,499,523
- Total contributions
- $4,826,821
- Total income / additions
- $10,063,804
Expenses & distributions
- Benefits paid
- $2,213,713
- Administrative expenses
- $134,958
- Total expenses
- $2,348,671
- Net increase / (decrease)
- $7,715,133