2023 Form 5500 filing — Tom Nehl Truck Company Employees 401k
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 20240906141421NAL0001494129001) for Tom Nehl Truck Company Employees 401k, reported by Tom Nehl Truck Company under EIN 59-0840355 and plan number 002. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906141421NAL0001494129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tom Nehl Truck Company
- EIN
- 59-0840355
- Plan number
- 002
- Location
- Jacksonville, FL
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,761,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,761,054
- Employer contributions
- $339,788
- Participant contributions
- $1,482,574
- Total income / additions
- $3,693,171
- Benefits paid
- $1,503,354
- Administrative expenses
- $28,176
- Total expenses
- $1,531,530
- Net increase / (decrease)
- $2,161,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mai Capital Management, LLC | SERVICE PROVIDER | $0 | $34,052 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $18,194 | $0 |
| Smoak Davis And Nixon Llp | SERVICE PROVIDER | $5,094 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $4,888 | $0 |