2023 Form 5500 filing — Nickolas Savko & Sons, Inc. Profit Sharing Plan And Trust
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 20241004081501NAL0023113762001) for Nickolas Savko & Sons, Inc. Profit Sharing Plan And Trust, reported by Nickolas Savko & Sons, Inc. under EIN 31-0907362 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004081501NAL0023113762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nickolas Savko & Sons, Inc.
- EIN
- 31-0907362
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,591,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,591,835
- Employer contributions
- $900,377
- Participant contributions
- $345,621
- Total income / additions
- $2,181,583
- Benefits paid
- $1,122,823
- Administrative expenses
- $43,441
- Total expenses
- $1,166,264
- Net increase / (decrease)
- $1,015,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,995 | $0 |
| Lpl Financial LLC | ADVISOR | $15,933 | not reported in the loaded dataset |
| Clark Schaefer Hackett | ACCOUNTANT/AUDITOR | $7,400 | not reported in the loaded dataset |