2023 Form 5500 filing — Nelson Worldwide, LLC 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 20241007095615NAL0030515122001) for Nelson Worldwide, LLC 401(K) Plan, reported by Nelson Worldwide, LLC under EIN 23-2085599 and plan number 002. It reports 1,196 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)$72.2MReported net assets$72,198,063
Participants1.2K1,196
Provider compensation$155.3K4 Schedule C row(s)$155,290
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007095615NAL0030515122001
- Plan sponsor
- Nelson Worldwide, LLC
- EIN
- 23-2085599
- Plan number
- 002
- Location
- Philadelphia, PA
- 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)$72.2M total assets
Net assets$72.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $72,198,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,198,063
- Employer contributions
- $801,614
- Participant contributions
- $5,456,480
- Total income / additions
- $18,133,032
- Benefits paid
- $11,348,872
- Administrative expenses
- $155,290
- Total expenses
- $11,504,162
- Net increase / (decrease)
- $6,628,870
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $68,392 | $0 |
| Fiduciary Plan Partners | ADVISOR | $60,000 | not reported in the loaded dataset |
| Grant Thornton Llp | AUDITOR | $15,525 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $11,373 | not reported in the loaded dataset |