Nisbet Investment Corp. 401(K) Plan — Form 5500 plan (Nisbet Investment Corporation)
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, Nisbet Investment Corp. 401(K) Plan is a benefit plan reported by Nisbet Investment Corporation under EIN 31-1442274 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $7,793,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nisbet Investment Corporation
- EIN
- 31-1442274
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $7,793,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20240925092715NAL0014063745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,793,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,793,014
- Net assets (BOY)
- $6,181,161
Income & contributions
- Employer contributions
- $125,330
- Participant contributions
- $635,286
- Total contributions
- $760,616
- Total income / additions
- $1,712,709
Expenses & distributions
- Benefits paid
- $109,082
- Administrative expenses
- -$9,444
- Total expenses
- $100,856
- Net increase / (decrease)
- $1,611,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $16,488 | 2023 |
| Barnes Dennig | ACCOUNTANT/AUDITOR | $10,450 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$19,894 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nisbet Investment Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Northwestern Mutual Investment — Schedule C compensation
- Barnes Dennig — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation