2023 Form 5500 filing — Nicolaides Fink Thorpe Michaelides Sullivan Llp 401(K) Profit Sharing 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 20240708114754NAL0014019857001) for Nicolaides Fink Thorpe Michaelides Sullivan Llp 401(K) Profit Sharing Plan, reported by Nicolaides Fink Thorpe Michaelides Sullivan Llp under EIN 46-3947956 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.2MReported net assets$35,230,746
Participants153
Provider compensation$58.5K2 Schedule C row(s)$58,496
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240708114754NAL0014019857001
Plan sponsor
Nicolaides Fink Thorpe Michaelides Sullivan Llp
EIN
46-3947956
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.2M total assets
Net assets$35.2MLiabilities$0
Money in vs. money out
Total income / additions$9M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$1.6M
Participant$1.5M
Full reported line items
Total assets (EOY)
$35,230,746
Total liabilities (EOY)
$0
Net assets (EOY)
$35,230,746
Employer contributions
$1,581,243
Participant contributions
$1,494,191
Total income / additions
$8,966,841
Benefits paid
$1,666,047
Administrative expenses
$58,496
Total expenses
$1,724,543
Net increase / (decrease)
$7,242,298
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $44.8K
  2. 2
    RECORDKEEPER · Direct $13.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708114754NAL0014019857001 cover?
It is the 2023 Form 5500 filing for Nicolaides Fink Thorpe Michaelides Sullivan Llp 401(K) Profit Sharing Plan, reported by Nicolaides Fink Thorpe Michaelides Sullivan Llp (EIN 46-3947956).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages