2023 Form 5500 filing — Nuna, Inc. 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 20240906081100NAL0001017601001) for Nuna, Inc. Retirement Plan, reported by Nuna, Inc. under EIN 80-0570221 and plan number 001. It reports 334 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)$21.8MReported net assets$21,758,630
Participants334
Provider compensation$36.4K2 Schedule C row(s)$36,359
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240906081100NAL0001017601001
Plan sponsor
Nuna, Inc.
EIN
80-0570221
Plan number
001
Location
San Francisco, CA
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)$21.8M total assets
Net assets$21.8MLiabilities$0
Money in vs. money out
Total income / additions$8.9M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$1.4M
Participant$3.4M
Full reported line items
Total assets (EOY)
$21,758,630
Total liabilities (EOY)
$0
Net assets (EOY)
$21,758,630
Employer contributions
$1,429,716
Participant contributions
$3,395,654
Total income / additions
$8,897,491
Benefits paid
$1,232,557
Administrative expenses
$36,359
Total expenses
$1,280,465
Net increase / (decrease)
$7,617,026
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $32.7K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $3.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240906081100NAL0001017601001 cover?
It is the 2023 Form 5500 filing for Nuna, Inc. Retirement Plan, reported by Nuna, Inc. (EIN 80-0570221).
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