2023 Form 5500 filing — Nord Gear Corporation 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730154420NAL0021086049001) for Nord Gear Corporation 401(K) Profit Sharing Plan, reported by Nord Gear Corporation under EIN 39-1337261 and plan number 002. It reports 657 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730154420NAL0021086049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nord Gear Corporation
- EIN
- 39-1337261
- Plan number
- 002
- Location
- Waunakee, WI
- Participants
- 657
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,198,885
- Net assets (EOY)
- $37,198,885
- Employer contributions
- $949,585
- Participant contributions
- $2,413,857
- Total income / additions
- $9,791,947
- Benefits paid
- $2,675,991
- Administrative expenses
- $163,113
- Total expenses
- $2,839,104
- Net increase / (decrease)
- $6,952,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Denali Weath Management | INVESTMENT ADVISOR | $48,372 | $0 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER ADVISOR | $34,682 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $23,662 | $0 |
| Blue Chip Retirement Plans, Inc. | TPA | $13,275 | $10,000 |