Nfo, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Nfo, Inc.)

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, Nfo, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Nfo, Inc. under EIN 42-0761300 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $8,916,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nfo, Inc.
EIN
42-0761300
Plan number
001
Plan type
2
Location
Ames, IA
Latest filing year
2023
Participants
157
End-of-year plan assets
$8,916,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20241011140912NAL0012574899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,916,907
Total liabilities (EOY)
$0
Net assets (EOY)
$8,916,907
Net assets (BOY)
$7,920,007

Income & contributions

Employer contributions
$111,147
Participant contributions
$369,815
Total contributions
$494,019
Total income / additions
$1,562,180

Expenses & distributions

Benefits paid
$538,165
Administrative expenses
$27,115
Total expenses
$565,280
Net increase / (decrease)
$996,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.NONE$17,228$02023
Pnc Institutional Asset ManagementNONE$9,887not reported in the loaded dataset2023

Related Form 5500 pages