2023 Form 5500 filing — Nichols & Pratt, Llp 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 20240722100009NAL0005729683001) for Nichols & Pratt, Llp 401(K) Plan, reported by Nichols & Pratt, Llp under EIN 04-2606518 and plan number 001. It reports 37 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.9MReported net assets$12,861,847
Participants37
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240722100009NAL0005729683001
Plan sponsor
Nichols & Pratt, Llp
EIN
04-2606518
Plan number
001
Location
Boston, MA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$12.9M total assets
Net assets$12.9MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$284.4K
Participant$293.9K
Full reported line items
Total assets (EOY)
$12,861,847
Total liabilities (EOY)
$0
Net assets (EOY)
$12,861,847
Employer contributions
$284,361
Participant contributions
$293,873
Total income / additions
$2,765,979
Benefits paid
$1,847,695
Administrative expenses
$813
Total expenses
$1,848,508
Net increase / (decrease)
$917,471

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722100009NAL0005729683001 cover?
It is the 2023 Form 5500 filing for Nichols & Pratt, Llp 401(K) Plan, reported by Nichols & Pratt, Llp (EIN 04-2606518).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages