2023 Form 5500 filing — Nederman Holding Usa, Inc. 401(K) 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 20240822200011NAL0011457490001) for Nederman Holding Usa, Inc. 401(K) Plan, reported by Nederman Holding Usa, Inc. under EIN 80-0699546 and plan number 001. It reports 637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822200011NAL0011457490001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nederman Holding Usa, Inc.
- EIN
- 80-0699546
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,701,375
- Net assets (EOY)
- $37,701,375
- Employer contributions
- $1,123,588
- Participant contributions
- $2,223,080
- Total income / additions
- $8,525,412
- Benefits paid
- $2,166,813
- Administrative expenses
- $82,795
- Total expenses
- $2,281,185
- Net increase / (decrease)
- $6,244,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Pointe Investment Advisory | INVESTMENT ADVISOR | $58,564 | not reported in the loaded dataset |
| Mvp Plan Administrators | RECORDKEEPER | $15,186 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $9,045 | $0 |