2023 Form 5500 filing — Nelson Irrigation Corporation 401(K) And 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 20240821105525NAL0001942035001) for Nelson Irrigation Corporation 401(K) And Profit Sharing Plan, reported by Nelson Irrigation Corporation under EIN 37-0963413 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821105525NAL0001942035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nelson Irrigation Corporation
- EIN
- 37-0963413
- Plan number
- 001
- Location
- Walla Walla, WA
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,903,717
- Net assets (EOY)
- $104,903,717
- Employer contributions
- $1,330,412
- Participant contributions
- $2,756,350
- Total income / additions
- $18,900,321
- Benefits paid
- $8,216,940
- Administrative expenses
- $82,516
- Total expenses
- $8,299,456
- Net increase / (decrease)
- $10,600,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $37,153 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $26,363 | not reported in the loaded dataset |
| Sweeney Conrad P.S. | NONE | $19,000 | not reported in the loaded dataset |