2023 Form 5500 filing — Nichols Portland, LLC 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 20241022153105NAL0002779073001) for Nichols Portland, LLC 401(K) Savings Plan, reported by Nichols Portland, LLC under EIN 81-1497658 and plan number 001. It reports 534 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)$0Reported net assets

Participants534

Provider compensation$115.1K3 Schedule C row(s)$115,074

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241022153105NAL0002779073001
Plan sponsor: Nichols Portland, LLC
EIN: 81-1497658
Plan number: 001
Location: Portland, ME
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.

Money in vs. money out

Total income / additions$4.9M

Total expenses$1.4M

Benefits paid / distributions$1.3M

Contributions

Employer$755.8K

Participant$1.4M

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $755,776
Participant contributions: $1,384,062
Total income / additions: $4,878,784
Benefits paid: $1,316,354
Administrative expenses: $115,074
Total expenses: $1,431,428
Net increase / (decrease): $3,447,356

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$87.3K
RECORDKEEPER · Direct $87.3K · Indirect $0
2
Fifth Third Bank$25.1K
INVESTMENT ADVISOR · Direct $25.1K
3
Empower Advisory Group, LLC$2.7K
INVESTMENT MGMT · Direct $2.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241022153105NAL0002779073001 cover?: It is the 2023 Form 5500 filing for Nichols Portland, LLC 401(K) Savings Plan, reported by Nichols Portland, LLC (EIN 81-1497658).
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).