2023 Form 5500 filing — The Neat Company, 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 20240920144325NAL0007621329001) for The Neat Company, Inc. 401(K) Plan, reported by The Neat Company, Inc. under EIN 26-3855675 and plan number 001. It reports 75 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,840,567
Participants75
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240920144325NAL0007621329001
Plan sponsor
The Neat Company, Inc.
EIN
26-3855675
Plan number
001
Location
Philadelphia, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$16.1K
Participant$153.1K
Full reported line items
Total assets (EOY)
$4,840,567
Total liabilities (EOY)
$0
Net assets (EOY)
$4,840,567
Employer contributions
$16,077
Participant contributions
$153,136
Total income / additions
$1,052,482
Benefits paid
$1,565,855
Administrative expenses
$17,073
Total expenses
$1,585,483
Net increase / (decrease)
-$533,001

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920144325NAL0007621329001 cover?
It is the 2023 Form 5500 filing for The Neat Company, Inc. 401(K) Plan, reported by The Neat Company, Inc. (EIN 26-3855675).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages