The Thornhill Companies 401(K) Plan — Form 5500 plan (Nicholas Bagshaw Company)
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, The Thornhill Companies 401(K) Plan is a benefit plan reported by Nicholas Bagshaw Company under EIN 77-0299159 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $8,256,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nicholas Bagshaw Company
- EIN
- 77-0299159
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $8,256,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241008120720NAL0009620579005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,256,858
- Net assets (EOY)
- $8,256,858
- Net assets (BOY)
- $6,689,818
Income & contributions
- Employer contributions
- $384,862
- Participant contributions
- $753,970
- Total contributions
- $1,169,383
- Total income / additions
- $2,373,009
Expenses & distributions
- Benefits paid
- $790,944
- Administrative expenses
- $5,670
- Total expenses
- $805,969
- Net increase / (decrease)
- $1,567,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilshire Associates | INVESTMENT ADVISOR | $3,120 | not reported in the loaded dataset | 2023 |
| Insperity Retirement Services | RECORDKEEPER | $2,363 | not reported in the loaded dataset | 2023 |