2023 Form 5500 filing — Nilan Johnson Lewis Pa 401(K) 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 20241015172712NAL0050681040001) for Nilan Johnson Lewis Pa 401(K) Savings Plan, reported by Nilan Johnson Lewis Pa under EIN 41-1848848 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172712NAL0050681040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nilan Johnson Lewis Pa
- EIN
- 41-1848848
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,941,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,941,328
- Employer contributions
- $1,037,737
- Participant contributions
- $1,429,205
- Total income / additions
- $9,820,297
- Benefits paid
- $5,766,742
- Administrative expenses
- $89,045
- Total expenses
- $5,857,003
- Net increase / (decrease)
- $3,963,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $49,045 | not reported in the loaded dataset |
| Advanced Capital Group | NONE | $40,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |