Nappen 401(K) Retirement Plan — Form 5500 plan (Nappen & Associates)
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, Nappen 401(K) Retirement Plan is a benefit plan reported by Nappen & Associates under EIN 23-6515849 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $10,911,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nappen & Associates
- EIN
- 23-6515849
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomeryville, PA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $10,911,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240828150342NAL0011960785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,911,218
- Total liabilities (EOY)
- $538
- Net assets (EOY)
- $10,910,680
- Net assets (BOY)
- $8,973,754
Income & contributions
- Employer contributions
- $90,645
- Participant contributions
- $606,097
- Total contributions
- $707,066
- Total income / additions
- $2,425,181
Expenses & distributions
- Benefits paid
- $432,921
- Administrative expenses
- $54,796
- Total expenses
- $488,255
- Net increase / (decrease)
- $1,936,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC - Rpcp | REGISTERED INV ADVISOR | $24,781 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $2,010 | not reported in the loaded dataset | 2023 |