2023 Form 5500 filing — Neapco Holdings, LLC 401(K) Retirement Savings 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 20241014125244NAL0013306947001) for Neapco Holdings, LLC 401(K) Retirement Savings Plan, reported by Neapco Holdings, LLC under EIN 27-1718004 and plan number 001. It reports 1,150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125244NAL0013306947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neapco Holdings, LLC
- EIN
- 27-1718004
- Plan number
- 001
- Location
- Farmington Hills, MI
- Participants
- 1,150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,225,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,225,293
- Employer contributions
- $2,909,067
- Participant contributions
- $5,535,122
- Total income / additions
- $19,730,756
- Benefits paid
- $6,167,520
- Administrative expenses
- $199,454
- Total expenses
- $6,371,215
- Net increase / (decrease)
- $13,359,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $126,248 | $0 |
| Tfo-Tdc, LLC | ADVISOR | $73,206 | not reported in the loaded dataset |