2023 Form 5500 filing — Nbbj Group Retirement Savings And Investment 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 20241011134007NAL0012548019001) for Nbbj Group Retirement Savings And Investment Plan, reported by Nbbj Design under EIN 91-0485318 and plan number 001. It reports 1,446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011134007NAL0012548019001
Filing year
2023
Form type
2
Plan sponsor
Nbbj Design
EIN
91-0485318
Plan number
001
Location
Seattle, WA
Participants
1,446
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$180,491,581
Total liabilities (EOY)
$0
Net assets (EOY)
$180,491,581
Employer contributions
$1,333,513
Participant contributions
$6,379,862
Total income / additions
$37,483,938
Benefits paid
$18,116,842
Administrative expenses
$128,496
Total expenses
$18,245,338
Net increase / (decrease)
$19,238,600
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bfsg, LLCCONSULTANT$65,000not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$35,245$0
Moss Adams LlpACCOUNTANT/AUDITOR$23,415not reported in the loaded dataset

Related Form 5500 pages