Nielsen & Bainbridge, LLC Retirement Savings Plan — Form 5500 plan (Nielsen & Bainbridge, 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, Nielsen & Bainbridge, LLC Retirement Savings Plan is a benefit plan reported by Nielsen & Bainbridge, LLC under EIN 22-3631128 and plan number 002. The latest loaded filing year is 2023. The filing reports 860 participants and $22,576,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nielsen & Bainbridge, LLC
- EIN
- 22-3631128
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 860
- End-of-year plan assets
- $22,576,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 860 | H, C | 20241010140849NAL0010098227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,576,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,576,274
- Net assets (BOY)
- $44,636,645
Income & contributions
- Employer contributions
- $798,045
- Participant contributions
- $1,483,653
- Total contributions
- $2,480,331
- Total income / additions
- $7,345,826
Expenses & distributions
- Benefits paid
- $13,661,003
- Administrative expenses
- $132,457
- Total expenses
- $13,761,772
- Net increase / (decrease)
- -$6,415,946
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $132,457 | $0 | 2023 |
| Next Financial Group Inc | OTHER SERVICES | $0 | $6,829 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nielsen & Bainbridge, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Principal Life Insurance Company — Schedule C compensation
- Next Financial Group Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation