2023 Form 5500 filing — Nicholas Co., Inc. Employees Profit Sharing Plan And Trust

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 20250806165541NAL0003006929002) for Nicholas Co., Inc. Employees Profit Sharing Plan And Trust, reported by Nicholas Co., Inc. Employee Profit Sharing Plan under EIN 39-1091673 and plan number 001. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.5MReported net assets$35,450,169
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250806165541NAL0003006929002
Plan sponsor
Nicholas Co., Inc. Employee Profit Sharing Plan
EIN
39-1091673
Plan number
001
Location
Milwaukee, WI
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.5M total assets
Net assets$35.5MLiabilities
Money in vs. money out
Total income / additions$8.1M
Total expenses$2.6M
Benefits paid / distributions$2.6M
Contributions
Employer$797.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$35,450,169
Net assets (EOY)
$35,450,169
Employer contributions
$797,731
Total income / additions
$8,052,558
Benefits paid
$2,645,654
Total expenses
$2,645,654
Net increase / (decrease)
$5,406,904

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250806165541NAL0003006929002 cover?
It is the 2023 Form 5500 filing for Nicholas Co., Inc. Employees Profit Sharing Plan And Trust, reported by Nicholas Co., Inc. Employee Profit Sharing Plan (EIN 39-1091673).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages