2023 Form 5500 filing — Mercola Group Of Companies 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 20241015081528NAL0015975651001) for Mercola Group Of Companies 401(K) Plan, reported by Nhp Innovations, LLC under EIN 83-3096874 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081528NAL0015975651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nhp Innovations, LLC
- EIN
- 83-3096874
- Plan number
- 001
- Location
- Cape Coral, FL
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,168,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,168,428
- Employer contributions
- $302,552
- Participant contributions
- $607,115
- Total income / additions
- $1,909,144
- Benefits paid
- $1,303,582
- Administrative expenses
- $38,421
- Total expenses
- $1,343,005
- Net increase / (decrease)
- $566,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $20,083 | $0 |
| Rothschild Investment Corporation | ADVISOR | $16,601 | not reported in the loaded dataset |