Nfn Investments Retirement Plan — Form 5500 plan (Nfn Investments, 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, Nfn Investments Retirement Plan is a benefit plan reported by Nfn Investments, LLC under EIN 39-2070678 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $2,631,375 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nfn Investments, LLC
EIN
39-2070678
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
173
End-of-year plan assets
$2,631,375

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241015171813NAL0016955059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,631,375
Total liabilities (EOY)
$0
Net assets (EOY)
$2,631,375
Net assets (BOY)
$2,528,525

Income & contributions

Employer contributions
$217,937
Participant contributions
$410,331
Total contributions
$636,618
Total income / additions
$1,081,133

Expenses & distributions

Benefits paid
$946,645
Administrative expenses
$31,638
Total expenses
$978,283
Net increase / (decrease)
$102,850

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$22,858$02023
Phillips & Company Advisors LLCINVESTMENT ADVISOR$8,780not reported in the loaded dataset2023

Related Form 5500 pages