2023 Form 5500 filing — Nielsen & Bainbridge, LLC Retirement 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 20241010140849NAL0010098227001) for Nielsen & Bainbridge, LLC Retirement Savings Plan, reported by Nielsen & Bainbridge, LLC under EIN 22-3631128 and plan number 002. It reports 860 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140849NAL0010098227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nielsen & Bainbridge, LLC
- EIN
- 22-3631128
- Plan number
- 002
- Location
- Austin, TX
- Participants
- 860
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,576,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,576,274
- Employer contributions
- $798,045
- Participant contributions
- $1,483,653
- Total income / additions
- $7,345,826
- Benefits paid
- $13,661,003
- Administrative expenses
- $132,457
- Total expenses
- $13,761,772
- Net increase / (decrease)
- -$6,415,946
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $132,457 | $0 |
| Next Financial Group Inc | OTHER SERVICES | $0 | $6,829 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |