2023 Form 5500 filing — Naturescape 401(K) 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 20241010160926NAL0011711715001) for Naturescape 401(K) Retirement Plan, reported by Naturescape under EIN 03-0448406 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160926NAL0011711715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Naturescape
- EIN
- 03-0448406
- Plan number
- 001
- Location
- Muskego, WI
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,374,545
- Net assets (EOY)
- $13,374,545
- Employer contributions
- $712,835
- Participant contributions
- $530,731
- Total income / additions
- $3,431,554
- Benefits paid
- $646,517
- Administrative expenses
- $51,724
- Total expenses
- $698,241
- Net increase / (decrease)
- $2,733,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co | INVESTMENT ADVISORY PLAN | $29,185 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $15,209 | $0 |
| Northwestern Wisconsin Associates, | THIRD PARTY A DMINISTRATI | $4,958 | $2,049 |
| Transamerica Life Insurance Company | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |