2023 Form 5500 filing — Nabco Entrances, 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 20241014135915NAL0015060451001) for Nabco Entrances, Inc. 401(K) Plan, reported by Nabco Entrances, Inc. under EIN 39-1128124 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135915NAL0015060451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nabco Entrances, Inc.
- EIN
- 39-1128124
- Plan number
- 001
- Location
- Muskego, WI
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,455,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,455,284
- Employer contributions
- $274,918
- Participant contributions
- $837,930
- Total income / additions
- $3,058,360
- Benefits paid
- $2,612,199
- Administrative expenses
- $12,718
- Total expenses
- $2,639,913
- Net increase / (decrease)
- $418,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Annex Wealth Management LLC | ADVISOR | $7,796 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $3,843 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,079 | $0 |