Mercola Group Of Companies 401(K) Plan — Form 5500 plan (Nhp Innovations, 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, Mercola Group Of Companies 401(K) Plan is a benefit plan reported by Nhp Innovations, LLC under EIN 83-3096874 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $6,168,428 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nhp Innovations, LLC
EIN
83-3096874
Plan number
001
Plan type
2
Location
Cape Coral, FL
Latest filing year
2023
Participants
188
End-of-year plan assets
$6,168,428

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20241015081528NAL0015975651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,168,428
Total liabilities (EOY)
$0
Net assets (EOY)
$6,168,428
Net assets (BOY)
$5,602,289

Income & contributions

Employer contributions
$302,552
Participant contributions
$607,115
Total contributions
$953,876
Total income / additions
$1,909,144

Expenses & distributions

Benefits paid
$1,303,582
Administrative expenses
$38,421
Total expenses
$1,343,005
Net increase / (decrease)
$566,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$20,083$02023
Rothschild Investment CorporationADVISOR$16,601not reported in the loaded dataset2023

Related Form 5500 pages