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, Nab Pension Retirement Plan & Trust is a benefit plan reported by The Nabholz Group, Inc. under EIN 71-0833356 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,522 participants and $131,182,486 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,182,486
- Net assets (EOY)
- $131,182,486
- Net assets (BOY)
- $105,111,964
Income & contributions
- Employer contributions
- $4,186,401
- Participant contributions
- $7,680,361
- Total contributions
- $12,704,366
- Total income / additions
- $33,716,367
Expenses & distributions
- Benefits paid
- $10,501,620
- Administrative expenses
- $272,611
- Total expenses
- $10,774,231
- Net increase / (decrease)
- $22,942,136