Plan5500

Nachi Retirement Plan — Form 5500 plan (Nachi America, 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, Nachi Retirement Plan is a benefit plan reported by Nachi America, Inc. under EIN 13-1968862 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $30,288,109 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nachi America, Inc.
EIN
13-1968862
Plan number
001
Plan type
2
Location
Greenwood, IN
Latest filing year
2023
Participants
355
End-of-year plan assets
$30,288,109

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023355H, C20240919095033NAL0003438547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,288,109
Total liabilities (EOY)
$0
Net assets (EOY)
$30,288,109
Net assets (BOY)
$26,282,629

Income & contributions

Employer contributions
$404,068
Participant contributions
$1,502,014
Total contributions
$2,124,087
Total income / additions
$6,444,543

Expenses & distributions

Benefits paid
$2,415,129
Administrative expenses
$11,042
Total expenses
$2,439,063
Net increase / (decrease)
$4,005,480

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$5,931not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$5,111not reported in the loaded dataset2023

Related Form 5500 pages