Employees' Profit Sharing 401 (K) Plan — Form 5500 plan (The Nunes Company)
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, Employees' Profit Sharing 401 (K) Plan is a benefit plan reported by The Nunes Company under EIN 94-2366816 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $53,510,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Nunes Company
- EIN
- 94-2366816
- Plan number
- 001
- Plan type
- 3
- Location
- Salinas, CA
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $53,510,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240927172909NAL0002607617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,510,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,510,474
- Net assets (BOY)
- $45,964,784
Income & contributions
- Employer contributions
- $1,035,754
- Participant contributions
- $1,554,848
- Total contributions
- $2,929,447
- Total income / additions
- $10,852,979
Expenses & distributions
- Benefits paid
- $3,261,206
- Administrative expenses
- $46,083
- Total expenses
- $3,307,289
- Net increase / (decrease)
- $7,545,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwk Group Inc | ADVISOR | $62,863 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $13,200 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$29,980 | $0 | 2023 |