2023 Form 5500 filing — Niles Bolton Associates, Inc. Incentive Savings 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 20241009112018NAL0018216817001) for Niles Bolton Associates, Inc. Incentive Savings Plan, reported by Niles Bolton Associates, Inc. under EIN 58-1407613 and plan number 001. It reports 215 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)$36.8MReported net assets$36,778,759

Participants215

Provider compensation$119.5K3 Schedule C row(s)$119,512

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009112018NAL0018216817001
Plan sponsor: Niles Bolton Associates, Inc.
EIN: 58-1407613
Plan number: 001
Location: Atlanta, GA
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)$36.8M total assets

Net assets$36.8MLiabilities$0

Money in vs. money out

Total income / additions$8.3M

Total expenses$2.6M

Benefits paid / distributions$2.6M

Contributions

Employer$671.4K

Participant$1.8M

Full reported line items

Total assets (EOY): $36,778,759
Total liabilities (EOY): $0
Net assets (EOY): $36,778,759
Employer contributions: $671,357
Participant contributions: $1,815,494
Total income / additions: $8,296,068
Benefits paid: $2,571,119
Administrative expenses: $69,203
Total expenses: $2,640,322
Net increase / (decrease): $5,655,746

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$65.2K
CONTRACT ADMINISTRATOR · Direct $65.2K · Indirect $0
2
Resources Investment Advisors$35.3K
INVESTMENT ADVISORY · Direct $0 · Indirect $35.3K
3
Orenda Retirement, LLC$19K
CONTRACT ADMINISTRATOR · Direct $4.1K · Indirect $15K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009112018NAL0018216817001 cover?: It is the 2023 Form 5500 filing for Niles Bolton Associates, Inc. Incentive Savings Plan, reported by Niles Bolton Associates, Inc. (EIN 58-1407613).
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).