2023 Form 5500 filing — Nhi Employee Stock Ownership 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 20241023113604NAL0006338656001) for Nhi Employee Stock Ownership Plan, reported by National Holistic Institute, Inc. under EIN 94-3013724 and plan number 002. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$228KReported net assets$227,993
Participants200
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241023113604NAL0006338656001
Plan sponsor
National Holistic Institute, Inc.
EIN
94-3013724
Plan number
002
Location
Emeryville, CA
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)$228K total assets
Net assets$228KLiabilities
Money in vs. money out
Total income / additions$15.1K
Total expenses$2.2K
Benefits paid / distributions$2.2K
Contributions
Employer$1.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$227,993
Net assets (EOY)
$227,993
Employer contributions
$1,163
Total income / additions
$15,130
Benefits paid
$2,163
Total expenses
$2,163
Net increase / (decrease)
$12,967

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241023113604NAL0006338656001 cover?
It is the 2023 Form 5500 filing for Nhi Employee Stock Ownership Plan, reported by National Holistic Institute, Inc. (EIN 94-3013724).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages