2023 Form 5500 filing — Nbc Securities 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 20240903090552NAL0010476451001) for Nbc Securities 401(K) Plan, reported by Nbc Securities, Inc. under EIN 63-0923499 and plan number 001. It reports 84 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.3MReported net assets$12,293,614
Participants84
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240903090552NAL0010476451001
Plan sponsor
Nbc Securities, Inc.
EIN
63-0923499
Plan number
001
Location
Birmingham, AL
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)$12.3M total assets
Net assets$12.3MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$827.6K
Benefits paid / distributions$827K
Contributions
Employer$351.2K
Participant$812.8K
Full reported line items
Total assets (EOY)
$12,293,614
Total liabilities (EOY)
$0
Net assets (EOY)
$12,293,614
Employer contributions
$351,225
Participant contributions
$812,760
Total income / additions
$3,305,922
Benefits paid
$826,965
Administrative expenses
$619
Total expenses
$827,584
Net increase / (decrease)
$2,478,338

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903090552NAL0010476451001 cover?
It is the 2023 Form 5500 filing for Nbc Securities 401(K) Plan, reported by Nbc Securities, Inc. (EIN 63-0923499).
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