Nappi Distributors, Inc. 401(K) Plan — Form 5500 plan (Nappi Distributors, Inc.)

Plain-English plan 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, Nappi Distributors, Inc. 401(K) Plan is a benefit plan reported by Nappi Distributors, Inc. under EIN 01-0261330 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $17,332,259 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nappi Distributors, Inc.
EIN
01-0261330
Plan number
001
Plan type
2
Location
Gorham, ME
Latest filing year
2023
Participants
250
End-of-year plan assets
$17,332,259

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20240618141117NAL0001723587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,332,259
Total liabilities (EOY)
$0
Net assets (EOY)
$17,332,259
Net assets (BOY)
$14,058,951

Income & contributions

Employer contributions
$278,523
Participant contributions
$707,741
Total contributions
$986,264
Total income / additions
$4,106,730

Expenses & distributions

Benefits paid
$814,004
Administrative expenses
$16,481
Total expenses
$833,422
Net increase / (decrease)
$3,273,308

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$10,055$02023
Strategic Advisors, Inc.ADVISOR$6,426not reported in the loaded dataset2023

Related Form 5500 pages