Nick Alexander Imports 401(K) Plan — Form 5500 plan (Nick Alexander Imports, 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, Nick Alexander Imports 401(K) Plan is a benefit plan reported by Nick Alexander Imports, Inc. under EIN 95-3302493 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $3,260,604 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,260,604
Participants221Covered participants reported
Assets / participant$14.8KComputed: assets ÷ participants$14,754 (computed)
Provider compensation$40.5K2 Schedule C provider row(s)$40,512
Plan sponsor
Nick Alexander Imports, Inc.
EIN
95-3302493
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20250310143005NAL0016267953001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
EmployerNot reported
Participant$359.9K
Full reported line items

Net assets

Total assets (EOY)
$3,260,604
Total liabilities (EOY)
$0
Net assets (EOY)
$3,260,604
Net assets (BOY)
$4,952,997

Income & contributions

Participant contributions
$359,887
Total contributions
$359,887
Total income / additions
$1,010,120

Expenses & distributions

Benefits paid
$2,662,001
Administrative expenses
$40,512
Total expenses
$2,702,513
Net increase / (decrease)
-$1,692,393
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets83%Computed ratio
Benefits paid ÷ total income264%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsuranRECORDKEEPER$25,311$02023
Futureplan Fiduciary Services, LLCRECORDKEEPER$15,201$02023

Related Form 5500 pages