How big is NBI Financial Group's plan?

NBI Financial Group's plan reported $5K in assets and 11 participants for 2024.

Original filing (PDF)20250630112021NAL0027368850001

NBI Financial Group

Name: NBI Financial Group — NBI Financial Group 401(k), Form 5500 (2024)
Creator: NBI Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NBI Financial Group 401(k) Plan

401(k) retirement plan · NBI Financial Group's NBI Financial Group 401(k) Plan held $5K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Shirley Horner signed NBI Financial Group's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

NBI Financial Group's EIN is 88-1380383.

EIN 88-1380383

Plan number 001

Plan year 2024

ACK ID 20250630112021NAL0027368850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NBI Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NBI Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NBI FINANCIAL GROUP.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off