Neles-Jamesbury, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Neles-Jamesbury, Inc. (EIN 04-2176399) is a plan sponsor located in Shrewsbury, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2176399
Location
Shrewsbury, MA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$66,916,594
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$66,916,594

Contributions & income

Employer contributions
$0
Total income / additions
$6,704,838

Expenses & distributions

Benefits paid / distributions
$5,519,743
Total expenses
$5,720,319
Net increase / (decrease)
$984,519

Coverage

Total reported participants
756
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Neles-Jamesbury, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Retirement Plan For Eligible Employees Of Neles-Jamesbury, Inc. And Affiliates001756$66,916,5942023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Neles-Jamesbury, Inc.
YearPlanParticipantsSchedulesFiling
2023Retirement Plan For Eligible Employees Of Neles-Jamesbury, Inc. And Affiliates756H, C20250912140134NAL0000813139001

Related Form 5500 pages