Plan Snapshot
- Plan Sponsor: Nwbt, INC.
- Sponsor EIN: 420442354
- Sponsor Address: 100 EAST KIMBERLY ROAD, DAVENPORT, IA, 52806
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 75 | $10.3M | $241,457 | $583,987 |
| 2023 | 121 | $7.6M | $244,904 | $550,594 |
| 2022 | 118 | $6.9M | $219,165 | $461,869 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCOTT SKIBBIE, CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $162 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |