2023 Form 5500 filing — Employees' Profit Sharing 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 20240927172909NAL0002607617001) for Employees' Profit Sharing 401 (K) Plan, reported by The Nunes Company under EIN 94-2366816 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927172909NAL0002607617001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Nunes Company
- EIN
- 94-2366816
- Plan number
- 001
- Location
- Salinas, CA
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,510,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,510,474
- Employer contributions
- $1,035,754
- Participant contributions
- $1,554,848
- Total income / additions
- $10,852,979
- Benefits paid
- $3,261,206
- Administrative expenses
- $46,083
- Total expenses
- $3,307,289
- Net increase / (decrease)
- $7,545,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwk Group Inc | ADVISOR | $62,863 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $13,200 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$29,980 | $0 |