2023 Form 5500 filing — Nortek 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 20241014154739NAL0015237971001) for Nortek 401(K) Plan, reported by Nortek, Inc. under EIN 05-0314991 and plan number 001. It reports 3,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154739NAL0015237971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nortek, Inc.
- EIN
- 05-0314991
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 3,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,323,631
- Net assets (EOY)
- $204,323,631
- Employer contributions
- $4,646,019
- Participant contributions
- $13,557,302
- Total income / additions
- $47,909,778
- Benefits paid
- $20,540,792
- Administrative expenses
- $281,385
- Total expenses
- $20,847,107
- Net increase / (decrease)
- $27,062,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $169,276 | not reported in the loaded dataset |
| Truist Bank | NONE | $91,910 | not reported in the loaded dataset |
| Baker Tilly Us Llp | NONE | $16,415 | not reported in the loaded dataset |