N & M Transfer Co. 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, N & M Transfer Co. Inc (EIN 39-1389333) is a plan sponsor located in Neenah, WI 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
39-1389333
Location
Neenah, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for N & M Transfer Co. Inc

  • 2 loaded plans hold $107M in reported assets.
  • The largest, N & M Transfer Co. Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,550 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$107MSummed across loaded plans$107,012,963
Total reported assets$107M$107,012,963
Total reported participants1.6K1,550
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$107M total assets
Net assets$107MLiabilities$0
Contributions & income
Employer contributions$2.3M
Participant contributions$2.6M
Total income / additions$22.5M
Expenses & distributions
Benefits paid / distributions$13.3M
Total expenses$13.4M
Net increase / (decrease)$9.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%N & M Transfer Co. Inc. 401(K) Profit Sharing Plan
Participants per plan775Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 875 participants · 2023
  2. 2
    Plan #501 · 675 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for N & M Transfer Co. Inc. Open one for its full reported snapshot.

  1. 2023
    N & M Transfer Co. Inc. Comprehensive Health And Welfare Benefits Plan675 participants · 2No schedules
    View filing →
  2. 2023
    N & M Transfer Co. Inc. 401(K) Profit Sharing Plan875 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does N & M Transfer Co. Inc report on Form 5500?
N & M Transfer Co. Inc (EIN 39-1389333) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for N & M Transfer Co. Inc?
The Employer Identification Number (EIN) reported for N & M Transfer Co. Inc is 39-1389333.
What is the latest Form 5500 filing year for N & M Transfer Co. Inc?
The latest loaded Form 5500 filing year for N & M Transfer Co. Inc is 2023.

Related Form 5500 pages