2023 Form 5500 filing — Ness 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 20240918114339NAL0002543059002) for Ness Usa, Inc. 401(K) Plan, reported by Ness Usa, Inc. under EIN 23-2920053 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918114339NAL0002543059002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ness Usa, Inc.
- EIN
- 23-2920053
- Plan number
- 001
- Location
- Canonsburg, PA
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,876,562
- Net assets (EOY)
- $15,876,562
- Employer contributions
- $0
- Participant contributions
- $1,859,369
- Total income / additions
- $4,554,583
- Benefits paid
- $2,925,271
- Administrative expenses
- $99,341
- Total expenses
- $3,024,612
- Net increase / (decrease)
- $1,529,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $68,456 | $0 |
| Newedge Securities Inc. | BROKER/ADVISER | $0 | $32,713 |
| Definiti LLC | CONTRACT ADMIN | $8,700 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,932 | $0 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $4,415 | $0 |
| Td Ameritrade Inc. | BROKERAGE SERVICES | $0 | $0 |