2023 Form 5500 filing — Nksfb, LLC 401(K) Profit Sharing 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 20241015213540NAL0030968097001) for Nksfb, LLC 401(K) Profit Sharing Plan, reported by Nksfb, LLC under EIN 82-4371559 and plan number 001. It reports 799 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)$86.7MReported net assets$86,681,611
Participants799
Provider compensation$264.1K4 Schedule C row(s)$264,083
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015213540NAL0030968097001
Plan sponsor
Nksfb, LLC
EIN
82-4371559
Plan number
001
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
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)$86.7M total assets
Net assets$86.7MLiabilities$0
Money in vs. money out
Total income / additions$18.5M
Total expenses$3.3M
Benefits paid / distributions$3M
Contributions
Employer$1.4M
Participant$5.8M
Full reported line items
Total assets (EOY)
$86,681,611
Total liabilities (EOY)
$0
Net assets (EOY)
$86,681,611
Employer contributions
$1,442,853
Participant contributions
$5,775,670
Total income / additions
$18,451,753
Benefits paid
$3,022,552
Administrative expenses
$265,993
Total expenses
$3,288,545
Net increase / (decrease)
$15,163,208

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Wealth Collaborative, Inc.INVESTMENT ADVISOR$123,955not reported in the loaded dataset
Oneamerica Retirement Services LLCRECORDKEEPER$80,911not reported in the loaded dataset
Actuaries Unlimited, Inc.TPA$59,217not reported in the loaded dataset
Matrix Trust CompanyCUSTODIAL$0$0

Related Form 5500 pages