The Niello Company 401(K) Plan & Trust — Form 5500 plan (The Niello 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, The Niello Company 401(K) Plan & Trust is a benefit plan reported by The Niello Company under EIN 94-2636553 and plan number 003. The latest loaded filing year is 2023. The filing reports 674 participants and $56,126,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Niello Company
- EIN
- 94-2636553
- Plan number
- 003
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 674
- End-of-year plan assets
- $56,126,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 674 | H, C | 20241014133041NAL0046131280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,126,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,126,869
- Net assets (BOY)
- $46,114,325
Income & contributions
- Employer contributions
- $999,306
- Participant contributions
- $4,805,914
- Total contributions
- $6,073,981
- Total income / additions
- $14,494,382
Expenses & distributions
- Benefits paid
- $4,293,950
- Administrative expenses
- $187,888
- Total expenses
- $4,481,838
- Net increase / (decrease)
- $10,012,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $136,570 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $49,698 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $7,008 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Niello Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Captrust Investment Advisors — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation