Original filing (PDF)20231115175243NAL0008466800001

NLT REAL ESTATE GROUP, LLC

Name: NLT REAL ESTATE GROUP, LLC — NLT REAL ESTATE GROUP, LLC CASH BALANCE PENSION PLAN, Form 5500 (2022)
Creator: NLT REAL ESTATE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

NLT REAL ESTATE GROUP, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$185K

Net assets (EOY)

$185K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NLT REAL ESTATE GROUP, LLC.

Plan sponsor

Name

NLT REAL ESTATE GROUP, LLC

EIN

37-1828279

Address

46 NORTH MAIN STREET · MULLICA HILL, NJ · 08062

Phone

(856) 371-8608

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-02-01

Tax period

2023-01-31

Filed

2023-11-15

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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