2023 Form 5500 filing — Nantucket Island Management 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 20241008103342NAL0016456273001) for Nantucket Island Management 401(K) Plan, reported by Nantucket Island Management under EIN 04-3436262 and plan number 001. It reports 177 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)$11.4MReported net assets$11,424,050
Participants177
Provider compensation$42.6K3 Schedule C row(s)$42,605
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008103342NAL0016456273001
Plan sponsor
Nantucket Island Management
EIN
04-3436262
Plan number
001
Location
Boston, MA
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)$11.4M total assets
Net assets$11.4MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$300.7K
Benefits paid / distributions$241.4K
Contributions
Employer$152.3K
Participant$526.2K
Full reported line items
Total assets (EOY)
$11,424,050
Total liabilities (EOY)
$0
Net assets (EOY)
$11,424,050
Employer contributions
$152,284
Participant contributions
$526,202
Total income / additions
$2,381,974
Benefits paid
$241,352
Administrative expenses
$42,605
Total expenses
$300,738
Net increase / (decrease)
$2,081,236
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $18.7K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $17.9K · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008103342NAL0016456273001 cover?
It is the 2023 Form 5500 filing for Nantucket Island Management 401(K) Plan, reported by Nantucket Island Management (EIN 04-3436262).
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