2023 Form 5500 filing — Nelson-Miller, Inc. 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 20241011150811NAL0039189120001) for Nelson-Miller, Inc. 401(K) Plan, reported by Nelson Name Plate Company under EIN 95-1770779 and plan number 001. It reports 198 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)$7.3MReported net assets$7,302,068
Participants198
Provider compensation$36.7K3 Schedule C row(s)$36,664
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011150811NAL0039189120001
Plan sponsor
Nelson Name Plate Company
EIN
95-1770779
Plan number
001
Location
City Of Industry, CA
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$846.7K
Benefits paid / distributions$801.7K
Contributions
Employer$379.8K
Participant$662.1K
Full reported line items
Total assets (EOY)
$7,302,068
Total liabilities (EOY)
$0
Net assets (EOY)
$7,302,068
Employer contributions
$379,799
Participant contributions
$662,052
Total income / additions
$2,009,848
Benefits paid
$801,671
Administrative expenses
$37,133
Total expenses
$846,737
Net increase / (decrease)
$1,163,111
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $21.2K
  2. 2
    ADVISOR · Direct $11.7K
  3. 3
    ADVISOR · Direct $3.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011150811NAL0039189120001 cover?
It is the 2023 Form 5500 filing for Nelson-Miller, Inc. 401(K) Plan, reported by Nelson Name Plate Company (EIN 95-1770779).
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