2023 Form 5500 filing — National Exchange Bank And Trust Employees' Tax Savings 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 20240923191818NAL0016036224001) for National Exchange Bank And Trust Employees' Tax Savings Plan, reported by Neb Corporation under EIN 39-1210679 and plan number 002. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923191818NAL0016036224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neb Corporation
- EIN
- 39-1210679
- Plan number
- 002
- Location
- Fond Du Lac, WI
- Participants
- 575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,090,024
- Total liabilities (EOY)
- $86,654
- Net assets (EOY)
- $87,003,370
- Employer contributions
- $1,832,458
- Participant contributions
- $1,786,948
- Total income / additions
- $16,116,879
- Benefits paid
- $5,654,952
- Administrative expenses
- $11,343
- Total expenses
- $5,666,295
- Net increase / (decrease)
- $10,450,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | NONE | $2,770 | $32,845 |
| Nyhart | NONE | $8,411 | not reported in the loaded dataset |