2023 Form 5500 filing — Neff Group Distributors, Inc. Retirement 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 20241008125404NAL0008338035001) for Neff Group Distributors, Inc. Retirement Plan, reported by Neff Group Distributors, Inc. under EIN 20-3252769 and plan number 001. It reports 299 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)$48.3MReported net assets$48,296,700
Participants299
Provider compensation$92K3 Schedule C row(s)$92,002
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008125404NAL0008338035001
Plan sponsor
Neff Group Distributors, Inc.
EIN
20-3252769
Plan number
001
Location
Fort Wayne, IN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$48.3M total assets
Net assets$48.3MLiabilities$0
Money in vs. money out
Total income / additions$11.2M
Total expenses$6M
Benefits paid / distributions$5.9M
Contributions
Employer$1.3M
Participant$2M
Full reported line items
Total assets (EOY)
$48,296,700
Total liabilities (EOY)
$0
Net assets (EOY)
$48,296,700
Employer contributions
$1,301,406
Participant contributions
$1,997,845
Total income / additions
$11,169,998
Benefits paid
$5,859,399
Administrative expenses
$96,252
Total expenses
$5,958,858
Net increase / (decrease)
$5,211,140
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $53K
  2. 2
    RECORDKEEPER · Direct $33.5K · Indirect $0
  3. 3
    ADVISOR · Direct $5.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008125404NAL0008338035001 cover?
It is the 2023 Form 5500 filing for Neff Group Distributors, Inc. Retirement Plan, reported by Neff Group Distributors, Inc. (EIN 20-3252769).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages