2023 Form 5500 filing — Ntfn, Inc. 401(K) 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 20260218131654NAL0008229312001) for Ntfn, Inc. 401(K) Plan, reported by Ntfn, Inc. under EIN 75-2725402 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260218131654NAL0008229312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ntfn, Inc.
- EIN
- 75-2725402
- Plan number
- 001
- Location
- Plano, TX
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,466,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,466,403
- Participant contributions
- $624,232
- Total income / additions
- $2,135,804
- Benefits paid
- $1,540,100
- Administrative expenses
- $2,552
- Total expenses
- $1,542,652
- Net increase / (decrease)
- $593,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohen Reznick, Llp | AUDITOR | $13,650 | not reported in the loaded dataset |
| Tcg Advisory Services, LLC | INVESTMENT ADVISOR | $11,251 | not reported in the loaded dataset |
| Employee Benefits Group, LLC | THIRD PARTY ADMIN | $7,236 | not reported in the loaded dataset |
| Tbs Agency, Inc. | BROKER/ADVISOR | $0 | $3,881 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,012 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,674 | not reported in the loaded dataset |