Kenneth S. Nugent 401(K) Plan — Form 5500 plan (Kenneth S. Nugent)
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, Kenneth S. Nugent 401(K) Plan is a benefit plan reported by Kenneth S. Nugent under EIN 58-1880562 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $21,189,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kenneth S. Nugent
- EIN
- 58-1880562
- Plan number
- 001
- Plan type
- 2
- Location
- Duluth, GA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $21,189,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241014115348NAL0052128290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,189,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,189,182
- Net assets (BOY)
- $17,733,595
Income & contributions
- Employer contributions
- $221,498
- Participant contributions
- $1,470,011
- Total contributions
- $1,697,765
- Total income / additions
- $4,584,800
Expenses & distributions
- Benefits paid
- $1,013,906
- Administrative expenses
- $113,587
- Total expenses
- $1,129,213
- Net increase / (decrease)
- $3,455,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc. | ADVISOR | $73,431 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $34,185 | $0 | 2023 |
| Envestnet Retirement Solutions, LLC | ADVISOR | $5,971 | not reported in the loaded dataset | 2023 |