2023 Form 5500 filing — Newesco, Inc. 401(K) Profit Sharing 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 20240925134701NAL0025525728001) for Newesco, Inc. 401(K) Profit Sharing Plan, reported by Nelson-Westerberg, Inc. under EIN 36-1539760 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925134701NAL0025525728001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Nelson-Westerberg, Inc.
- EIN
- 36-1539760
- Plan number
- 001
- Location
- Elk Grove Village, IL
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,260,819
- Total liabilities (EOY)
- $6,171
- Net assets (EOY)
- $20,254,648
- Employer contributions
- $247,791
- Participant contributions
- $771,140
- Total income / additions
- $3,751,846
- Benefits paid
- $1,188,265
- Administrative expenses
- $52,923
- Total expenses
- $1,241,188
- Net increase / (decrease)
- $2,510,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | REGISTERED IN VESTMENT AD | $35,738 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $14,235 | $0 |