Plan5500

Nibe Usa 401(K) Retirement Plan — Form 5500 plan (Nibe Energy Systems, 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, Nibe Usa 401(K) Retirement Plan is a benefit plan reported by Nibe Energy Systems, Inc. under EIN 99-0368191 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,374 participants and $138,956,112 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nibe Energy Systems, Inc.
EIN
99-0368191
Plan number
001
Plan type
2
Location
Ft. Wayne, IN
Latest filing year
2023
Participants
3,374
End-of-year plan assets
$138,956,112

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,374H, C20241014133320NAL0013356915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,956,112
Total liabilities (EOY)
$0
Net assets (EOY)
$138,956,112
Net assets (BOY)
$110,819,168

Income & contributions

Employer contributions
$5,933,756
Participant contributions
$10,081,385
Total contributions
$16,865,856
Total income / additions
$36,364,614

Expenses & distributions

Benefits paid
$15,029,183
Administrative expenses
$440,477
Total expenses
$15,474,170
Net increase / (decrease)
$20,890,444

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$255,239not reported in the loaded dataset2023
Phillips Financial Management LLCADVISOR$136,952not reported in the loaded dataset2023
NyhartOTHER SERVICES$51,274not reported in the loaded dataset2023

Related Form 5500 pages