2023 Form 5500 filing — Napleton Auto Werks 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 20241011115949NAL0044215714001) for Napleton Auto Werks 401(K) Plan, reported by Napleton Auto Werks under EIN 36-4077925 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115949NAL0044215714001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Napleton Auto Werks
- EIN
- 36-4077925
- Plan number
- 001
- Location
- Loves Park, IL
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,557,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,557,241
- Participant contributions
- $1,467,780
- Total income / additions
- $3,483,869
- Benefits paid
- $2,111,372
- Administrative expenses
- $53,598
- Total expenses
- $2,164,970
- Net increase / (decrease)
- $1,318,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $25,286 | $0 |
| Sagepoint Financial Inc | NONE | $21,387 | not reported in the loaded dataset |
| Osaic Wealth Inc | NONE | $6,925 | not reported in the loaded dataset |