2023 Form 5500 filing — Naes Corporation Retirement & 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 20241014105549NAL0014799779001) for Naes Corporation Retirement & 401(K) Plan, reported by Naes Corporation under EIN 91-1111672 and plan number 002. It reports 2,819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105549NAL0014799779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Naes Corporation
- EIN
- 91-1111672
- Plan number
- 002
- Location
- Issaquah, WA
- Participants
- 2,819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $557,530,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $557,530,403
- Employer contributions
- $17,480,261
- Participant contributions
- $24,377,706
- Total income / additions
- $151,181,202
- Benefits paid
- $64,508,938
- Administrative expenses
- $413,259
- Total expenses
- $64,939,408
- Net increase / (decrease)
- $86,241,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $301,115 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $82,222 | $0 |
| Rudd & Company, Pllc | ACCOUNTANT/AUDITOR | $21,230 | not reported in the loaded dataset |
| Highland Capital Advisors, LLC | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |