2023 Form 5500 filing — Nortek Retirement 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 20241015075747NAL0015962083001) for Nortek Retirement Plan, reported by Broan-Nutone LLC under EIN 05-0504397 and plan number 008. It reports 1,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015075747NAL0015962083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Broan-Nutone LLC
- EIN
- 05-0504397
- Plan number
- 008
- Location
- Hartford, WI
- Participants
- 1,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,740,801
- Net assets (EOY)
- $49,740,801
- Total income / additions
- $5,491,399
- Benefits paid
- $5,333,706
- Administrative expenses
- $593,644
- Total expenses
- $5,927,350
- Net increase / (decrease)
- -$435,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of New York Mellon | not reported in the loaded dataset | $128,722 | not reported in the loaded dataset |
| Summit Financial Corporation | not reported in the loaded dataset | $93,500 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause Llp | not reported in the loaded dataset | $29,300 | not reported in the loaded dataset |
| Jackson Lewis P.C. | not reported in the loaded dataset | $10,815 | not reported in the loaded dataset |