2023 Form 5500 filing — Nicolet National Bank 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625070427NAL0009913904001) for Nicolet National Bank 401(K) Plan, reported by Nicolet National Bank under EIN 39-1990426 and plan number 001. It reports 1,179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625070427NAL0009913904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nicolet National Bank
- EIN
- 39-1990426
- Plan number
- 001
- Location
- Green Bay, WI
- Participants
- 1,179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,022,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,022,349
- Employer contributions
- $4,031,472
- Participant contributions
- $5,797,729
- Total income / additions
- $25,230,855
- Benefits paid
- $7,611,467
- Administrative expenses
- $125,860
- Total expenses
- $7,737,327
- Net increase / (decrease)
- $17,493,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $125,860 | not reported in the loaded dataset |