2023 Form 5500 filing — Neil Enterprises, Inc. Profit Sharing Plan & Trust

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 20240809160353NAL0013997954001) for Neil Enterprises, Inc. Profit Sharing Plan & Trust, reported by Neil Enterprises, Inc. under EIN 36-2466214 and plan number 001. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.9MReported net assets$9,949,201
Participants65
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240809160353NAL0013997954001
Plan sponsor
Neil Enterprises, Inc.
EIN
36-2466214
Plan number
001
Location
Vernon Hills, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$210.7K
Benefits paid / distributions$210.7K
Contributions
Employer$128.8K
Participant$314.1K
Full reported line items
Total assets (EOY)
$9,949,201
Total liabilities (EOY)
$0
Net assets (EOY)
$9,949,201
Employer contributions
$128,836
Participant contributions
$314,127
Total income / additions
$2,167,868
Benefits paid
$210,673
Administrative expenses
$1
Total expenses
$210,674
Net increase / (decrease)
$1,957,194

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240809160353NAL0013997954001 cover?
It is the 2023 Form 5500 filing for Neil Enterprises, Inc. Profit Sharing Plan & Trust, reported by Neil Enterprises, Inc. (EIN 36-2466214).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages