2023 Form 5500 filing — Nellson Nutraceutical, LLC Employee Savings
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 20240913101623NAL0016787648001) for Nellson Nutraceutical, LLC Employee Savings, reported by Nellson Nutraceutical, LLC under EIN 26-1109862 and plan number 001. It reports 1,195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$39MReported net assets$39,041,210
Participants1.2K1,195
Provider compensation$162.7K3 Schedule C row(s)$162,732
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240913101623NAL0016787648001
- Plan sponsor
- Nellson Nutraceutical, LLC
- EIN
- 26-1109862
- Plan number
- 001
- Location
- Anaheim, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
- Total assets (EOY)
- $39,041,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,041,210
- Employer contributions
- $902,062
- Participant contributions
- $2,301,064
- Total income / additions
- $8,881,155
- Benefits paid
- $5,187,393
- Administrative expenses
- $161,901
- Total expenses
- $5,380,574
- Net increase / (decrease)
- $3,500,581
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $124,007 | $0 |
| Gallagher Benefit Services, Inc | NONE | $19,500 | not reported in the loaded dataset |
| Farber Haas Hurley, Llp | NONE | $19,225 | not reported in the loaded dataset |