2023 Form 5500 filing — S.L. Nusbaum Realty Co. & Nmc 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 20240801141027NAL0022979537001) for S.L. Nusbaum Realty Co. & Nmc 401(K) Plan, reported by S. L. Nusbaum Realty Co. under EIN 54-1582671 and plan number 002. It reports 892 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$29.1MReported net assets$29,075,940

Participants892

Provider compensation$113.6K2 Schedule C row(s)$113,633

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240801141027NAL0022979537001
Plan sponsor: S. L. Nusbaum Realty Co.
EIN: 54-1582671
Plan number: 002
Location: Norfolk, VA
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)$29.1M total assets

Net assets$29.1MLiabilities$0

Money in vs. money out

Total income / additions$6.2M

Total expenses$2.3M

Benefits paid / distributions$2.2M

Contributions

Employer$94.4K

Participant$1.9M

Full reported line items

Total assets (EOY): $29,075,940
Total liabilities (EOY): $0
Net assets (EOY): $29,075,940
Employer contributions: $94,435
Participant contributions: $1,900,474
Total income / additions: $6,198,515
Benefits paid: $2,162,102
Administrative expenses: $116,883
Total expenses: $2,289,039
Net increase / (decrease): $3,909,476

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$59.7K
RECORDKEEPER · Direct $59.7K · Indirect $0
2
Ubs Financial Services Inc$53.9K
ADVISOR · Direct $53.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801141027NAL0022979537001 cover?: It is the 2023 Form 5500 filing for S.L. Nusbaum Realty Co. & Nmc 401(K) Plan, reported by S. L. Nusbaum Realty Co. (EIN 54-1582671).
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).