Plan5500

Nationwide Marketing Group 401(K) Plan — Form 5500 plan (Nationwide Marketing Group 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, Nationwide Marketing Group 401(K) Plan is a benefit plan reported by Nationwide Marketing Group LLC under EIN 55-0817538 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $17,318,635 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.3MPlan net assets, end of year$17,318,635
Participants332Covered participants reported
Assets / participant$52.2KComputed: assets ÷ participants$52,165 (computed)
Provider compensation$35K2 Schedule C provider row(s)$34,971
Plan sponsor
Nationwide Marketing Group LLC
EIN
55-0817538
Plan number
001
Plan type
2
Location
Winston Salem, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    332 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.3M total assets
Net assets$17.3MLiabilities$0
Money in vs. money out
Total income / additions$7.7M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$1.1M
Participant$2.2M
Full reported line items

Net assets

Total assets (EOY)
$17,318,635
Total liabilities (EOY)
$0
Net assets (EOY)
$17,318,635
Net assets (BOY)
$11,599,549

Income & contributions

Employer contributions
$1,100,754
Participant contributions
$2,173,606
Total contributions
$5,240,794
Total income / additions
$7,660,663

Expenses & distributions

Benefits paid
$1,896,800
Administrative expenses
$36,001
Total expenses
$1,941,577
Net increase / (decrease)
$5,719,086
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Workplace Services LLC$27.8K
    PLAN ADMINISTRATOR · Direct $27.8K · Indirect $0
  2. 2
    Leafhouse Financial Advisors LLC$7.2K
    INVESTMENT ADVISOR · Direct $7.2K

What to inspect next

Frequently asked questions

Who sponsors the Nationwide Marketing Group 401(K) Plan?
Nationwide Marketing Group 401(K) Plan is reported as sponsored by Nationwide Marketing Group LLC (EIN 55-0817538, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Nationwide Marketing Group 401(K) Plan?
The latest Form 5500 filing year loaded for Nationwide Marketing Group 401(K) Plan is 2023.
How many participants does Nationwide Marketing Group 401(K) Plan report?
Nationwide Marketing Group 401(K) Plan reports 332 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Nationwide Marketing Group 401(K) Plan?
Nationwide Marketing Group 401(K) Plan reports $17,318,635 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages