401k Plan data: THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST plan

THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE NICHOLS GROUP, P.A. has sponsored the creation of one or more 401k plans.

Company Name: THE NICHOLS GROUP, P.A.

Employer identification number (EIN): 593086410

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about THE NICHOLS GROUP, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1991-09-20

Company Identification Number: S81937

Legal Registered Office Address: 1635 EAGLE HARBOR PARKWAY

FLEMING ISLAND

32003

More information about THE NICHOLS GROUP, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ESTHER NICHOLS 2023-07-05
001 2021-01-01 ESTHER NICHOLS 2022-05-23
001 2020-01-01 ESTHER NICHOLS 2021-06-28
001 2019-01-01 ESTHER NICHOLS 2020-06-30
001 2018-01-01 ESTHER NICHOLS 2019-05-31
001 2017-01-01 ESTHER NICHOLS 2018-07-19
001 2016-01-01 ESTHER NICHOLS 2017-05-16
001 2015-01-01 ESTHER NICHOLS 2016-06-07
001 2014-01-01 ESTHER NICHOLS 2015-06-26
001 2013-01-01 ESTHER NICHOLS 2014-06-06
001 2012-01-01 ESTHER NICHOLS 2013-06-27
001 2011-01-01 ESTHER M. NICHOLS ESTHER M. NICHOLS 2012-08-27
001 2010-01-01 ESTHER M. NICHOLS ESTHER M. NICHOLS 2011-09-29
001 2009-01-01 ESTHER NICHOLS ESTHER NICHOLS 2010-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ESTHER NICHOLS	2023-07-05
001	2021-01-01	ESTHER NICHOLS	2022-05-23
001	2020-01-01	ESTHER NICHOLS	2021-06-28
001	2019-01-01	ESTHER NICHOLS	2020-06-30
001	2018-01-01	ESTHER NICHOLS	2019-05-31
001	2017-01-01	ESTHER NICHOLS	2018-07-19
001	2016-01-01	ESTHER NICHOLS	2017-05-16
001	2015-01-01	ESTHER NICHOLS	2016-06-07
001	2014-01-01	ESTHER NICHOLS	2015-06-26
001	2013-01-01	ESTHER NICHOLS	2014-06-06
001	2012-01-01	ESTHER NICHOLS	2013-06-27
001	2011-01-01	ESTHER M. NICHOLS		ESTHER M. NICHOLS	2012-08-27
001	2010-01-01	ESTHER M. NICHOLS		ESTHER M. NICHOLS	2011-09-29
001	2009-01-01	ESTHER NICHOLS		ESTHER NICHOLS	2010-07-20

Plan Statistics for THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2011: THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2011 : THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$88,571
Expenses. Total of all expenses incurred	2011-12-31	$10,201
Benefits paid (including direct rollovers)	2011-12-31	$1,598
Total plan assets at end of year	2011-12-31	$1,147,485
Total plan assets at beginning of year	2011-12-31	$1,069,115
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$65,737
Other income received	2011-12-31	$-33,554
Net income (gross income less expenses)	2011-12-31	$78,370
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,147,485
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,069,115
Assets. Value of participant loans	2011-12-31	$834
Total contributions received or receivable from employer(s)	2011-12-31	$56,388
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,603
2010 : THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$256,911
Expenses. Total of all expenses incurred	2010-12-31	$8,026
Total plan assets at end of year	2010-12-31	$1,069,115
Total plan assets at beginning of year	2010-12-31	$820,230
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$63,649
Other income received	2010-12-31	$138,614
Net income (gross income less expenses)	2010-12-31	$248,885
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,069,115
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$820,230
Assets. Value of participant loans	2010-12-31	$2,332
Total contributions received or receivable from employer(s)	2010-12-31	$54,648
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$8,026

Form 5500 Responses for THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST

2011: THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE NICHOLS GROUP, P.A. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

25393

Policy instance

Insurance contract or identification number	25393
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,601
Total amount of fees paid to insurance company	USD $100
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

25393

Policy instance

Insurance contract or identification number	25393
Number of Individuals Covered	11
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,435
Total amount of fees paid to insurance company	USD $100
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $4,435
Insurance broker organization code?	3
Amount paid for insurance broker fees	100
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	BLISS CONSULTANTS, INC.

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Company Name:	THE NICHOLS GROUP, P.A.
Employer identification number (EIN):	593086410
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1991-09-20
Company Identification Number:	S81937
Legal Registered Office Address:	1635 EAGLE HARBOR PARKWAY FLEMING ISLAND 32003