2023 Form 5500 filing — Nature'S Way 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 20241009151810NAL0019517073001) for Nature'S Way 401(K) Plan, reported by Schwabe North America under EIN 87-0388645 and plan number 001. It reports 964 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)$96.2MReported net assets$96,210,168
Participants964
Provider compensation$15.5K2 Schedule C row(s)$15,490
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009151810NAL0019517073001
Plan sponsor
Schwabe North America
EIN
87-0388645
Plan number
001
Location
Green Bay, WI
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)$96.2M total assets
Net assets$96.2MLiabilities$12.6K
Money in vs. money out
Total income / additions$25.5M
Total expenses$12.2M
Benefits paid / distributions$12.2M
Contributions
Employer$4.1M
Participant$4.9M
Full reported line items
Total assets (EOY)
$96,222,755
Total liabilities (EOY)
$12,587
Net assets (EOY)
$96,210,168
Employer contributions
$4,111,395
Participant contributions
$4,918,148
Total income / additions
$25,471,246
Benefits paid
$12,179,242
Administrative expenses
$15,490
Total expenses
$12,194,732
Net increase / (decrease)
$13,276,514
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $67.6K
  2. 2
    RECORDKEEPER · Direct -$52.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009151810NAL0019517073001 cover?
It is the 2023 Form 5500 filing for Nature'S Way 401(K) Plan, reported by Schwabe North America (EIN 87-0388645).
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