2023 Form 5500 filing — Neuroscience Group Of Northeast Wisconsin, S.C. Cash Balance 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 20241007122230NAL0026112816001) for Neuroscience Group Of Northeast Wisconsin, S.C. Cash Balance Plan, reported by Neuroscience Group Of Northeast Wisconsin, S.C. under EIN 39-1731465 and plan number 003. It reports 174 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)$15.8MReported net assets$15,808,871
Participants174
Provider compensation$31.9K1 Schedule C row(s)$31,892
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007122230NAL0026112816001
- Plan sponsor
- Neuroscience Group Of Northeast Wisconsin, S.C.
- EIN
- 39-1731465
- Plan number
- 003
- Location
- Neenah, WI
- 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)$15.8M total assets
Net assets$15.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,808,871
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,808,871
- Employer contributions
- $1,914,443
- Participant contributions
- $0
- Total income / additions
- $2,798,457
- Benefits paid
- $91,373
- Administrative expenses
- $32,177
- Total expenses
- $123,550
- Net increase / (decrease)
- $2,674,907
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | not reported in the loaded dataset | $31,892 | not reported in the loaded dataset |