2023 Form 5500 filing — Nielsen Builders Inc Employee Stock Ownership Savings 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 20240801125322NAL0051389314001) for Nielsen Builders Inc Employee Stock Ownership Savings Plan, reported by Nielsen Builders Inc Employee Stock Ownership Savings Plan under EIN 54-0540965 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801125322NAL0051389314001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nielsen Builders Inc Employee Stock Ownership Savings Plan
- EIN
- 54-0540965
- Plan number
- 001
- Location
- Harrisonburg, VA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,137,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,137,207
- Employer contributions
- $677,952
- Participant contributions
- $367,713
- Total income / additions
- $2,650,571
- Benefits paid
- $944,176
- Administrative expenses
- $40,028
- Total expenses
- $984,204
- Net increase / (decrease)
- $1,666,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Financial Strategies LLC | RECORDKEEPER | $9,775 | $6,432 |
| Wells Fargo Clearing Services, LLC | THIRD PARTY ADMINISTRATO | $0 | $15,239 |
| Yount, Hyde & Barbour, Pc | AUDITOR | $5,500 | not reported in the loaded dataset |