Nutrition Fundamental Inc 401(K) Plan — Form 5500 plan (Nutrition Fundamental, Inc)

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, Nutrition Fundamental Inc 401(K) Plan is a benefit plan reported by Nutrition Fundamental, Inc under EIN 95-4648731 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $3,592,595 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nutrition Fundamental, Inc
EIN
95-4648731
Plan number
001
Plan type
2
Location
Industry, CA
Latest filing year
2023
Participants
326
End-of-year plan assets
$3,592,595

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20240731053202NAL0012461139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,592,595
Total liabilities (EOY)
$0
Net assets (EOY)
$3,592,595
Net assets (BOY)
$3,674,223

Income & contributions

Participant contributions
$194,313
Total contributions
$235,978
Total income / additions
$736,085

Expenses & distributions

Benefits paid
$776,364
Administrative expenses
$11,285
Total expenses
$817,713
Net increase / (decrease)
-$81,628

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$11,285$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Morgan Stanely Smith BarneyADVISOR$0$02023

Related Form 5500 pages