2023 Form 5500 filing — Nu North America, Inc. 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 20241015120518NAL0055981058001) for Nu North America, Inc. 401(K) Plan, reported by Nu North America, Inc. under EIN 46-3317828 and plan number 001. It reports 134 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)$12.8MReported net assets$12,816,596
Participants134
Provider compensation$34.5K2 Schedule C row(s)$34,533
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015120518NAL0055981058001
Plan sponsor
Nu North America, Inc.
EIN
46-3317828
Plan number
001
Location
Durham, NC
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)$12.8M total assets
Net assets$12.8MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$978.1K
Benefits paid / distributions$942.9K
Contributions
Employer$705.5K
Participant$1.8M
Full reported line items
Total assets (EOY)
$12,816,596
Total liabilities (EOY)
$0
Net assets (EOY)
$12,816,596
Employer contributions
$705,532
Participant contributions
$1,810,256
Total income / additions
$4,706,889
Benefits paid
$942,924
Administrative expenses
$34,532
Total expenses
$978,071
Net increase / (decrease)
$3,728,818
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $20K
  2. 2
    NONE · Direct $14.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120518NAL0055981058001 cover?
It is the 2023 Form 5500 filing for Nu North America, Inc. 401(K) Plan, reported by Nu North America, Inc. (EIN 46-3317828).
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