2023 Form 5500 filing — Nappen 401(K) Retirement 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 20240828150342NAL0011960785001) for Nappen 401(K) Retirement Plan, reported by Nappen & Associates under EIN 23-6515849 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828150342NAL0011960785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nappen & Associates
- EIN
- 23-6515849
- Plan number
- 001
- Location
- Montgomeryville, PA
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,911,218
- Total liabilities (EOY)
- $538
- Net assets (EOY)
- $10,910,680
- Employer contributions
- $90,645
- Participant contributions
- $606,097
- Total income / additions
- $2,425,181
- Benefits paid
- $432,921
- Administrative expenses
- $54,796
- Total expenses
- $488,255
- Net increase / (decrease)
- $1,936,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | REGISTERED INV ADVISOR | $24,781 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $2,010 | not reported in the loaded dataset |