Nn, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Nn, 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, Nn, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Nn, Inc. under EIN 62-1096725 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,998 participants and $120,510,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nn, Inc.
- EIN
- 62-1096725
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 1,998
- End-of-year plan assets
- $120,510,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,998 | H, C | 20240923114317NAL0011310769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,510,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,510,635
- Net assets (BOY)
- $112,961,471
Income & contributions
- Employer contributions
- $1,906,895
- Participant contributions
- $5,672,387
- Total contributions
- $7,767,957
- Total income / additions
- $26,429,895
Expenses & distributions
- Benefits paid
- $18,840,412
- Administrative expenses
- $39,018
- Total expenses
- $18,880,731
- Net increase / (decrease)
- $7,549,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird Inc. | CONSULTANT | $67,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $21,683 | not reported in the loaded dataset | 2023 |
| Bolinger, Segars, Gilbert & Moss L | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$67,165 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nn, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Robert W. Baird Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Bolinger, Segars, Gilbert & Moss L — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation