Nicolia 401(K) Plan — Form 5500 plan (Nicolia Industries 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, Nicolia 401(K) Plan is a benefit plan reported by Nicolia Industries Inc. under EIN 11-3308897 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $5,211,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nicolia Industries Inc.
- EIN
- 11-3308897
- Plan number
- 001
- Plan type
- 2
- Location
- Lindenhurst, NY
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $5,211,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241015073822NAL0014202499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,211,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,211,735
- Net assets (BOY)
- $4,048,640
Income & contributions
- Employer contributions
- $133,009
- Participant contributions
- $511,883
- Total contributions
- $658,276
- Total income / additions
- $1,349,261
Expenses & distributions
- Benefits paid
- $162,098
- Administrative expenses
- $22,125
- Total expenses
- $186,166
- Net increase / (decrease)
- $1,163,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $9,265 | $0 | 2023 |
| Rockline Wealth Management LLC | INVESTMENT/FINANCIAL ADVI | $7,685 | $0 | 2023 |
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $5,175 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nicolia Industries Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Lindenhurst, NY
- Adp, Inc. — Schedule C compensation
- Rockline Wealth Management LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation