The Napoli Group, LLC 401(K) Plan — Form 5500 plan (The Napoli Group, LLC)
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, The Napoli Group, LLC 401(K) Plan is a benefit plan reported by The Napoli Group, LLC under EIN 20-0100132 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,196 participants and $5,906,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Napoli Group, LLC
- EIN
- 20-0100132
- Plan number
- 001
- Plan type
- 2
- Location
- Amherst, NH
- Latest filing year
- 2023
- Participants
- 1,196
- End-of-year plan assets
- $5,906,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,196 | H, C | 20241015194054NAL0017127875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,906,293
- Net assets (EOY)
- $5,906,293
- Net assets (BOY)
- $3,866,120
Income & contributions
- Employer contributions
- $469,577
- Participant contributions
- $980,539
- Total contributions
- $1,450,116
- Total income / additions
- $2,248,139
Expenses & distributions
- Benefits paid
- $163,161
- Administrative expenses
- $44,805
- Total expenses
- $207,966
- Net increase / (decrease)
- $2,040,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $32,573 | $0 | 2023 |
| Merrill Lynch Life Agency | INVESTMENT ADVISORY | $10,582 | $0 | 2023 |
| Compass Retirement Consulting Group | THIRD PARTY ADMINISTRATO | $1,650 | $237 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Napoli Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Amherst, NH
- Transamerica Financial Life Insuran — Schedule C compensation
- Merrill Lynch Life Agency — Schedule C compensation
- Compass Retirement Consulting Group — Schedule C compensation