2023 Form 5500 filing — Nichols Cauley & Associates LLC 401k

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 20250425143152NAL0013677328001) for Nichols Cauley & Associates LLC 401k, reported by Nichols Cauley & Associates, LLC under EIN 58-2475857 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20250425143152NAL0013677328001
Filing year
2023
Form type
2
Plan sponsor
Nichols Cauley & Associates, LLC
EIN
58-2475857
Plan number
001
Location
Dublin, GA
Participants
242
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$29,927,645
Total liabilities (EOY)
$0
Net assets (EOY)
$29,927,645
Employer contributions
$665,063
Participant contributions
$1,527,370
Total income / additions
$6,018,657
Benefits paid
$2,039,018
Administrative expenses
$25,792
Total expenses
$2,324,137
Net increase / (decrease)
$3,694,520
Schedule source
Schedule H

Related Form 5500 pages