2023 Form 5500 filing — Nelson Global Products 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 20241015110726NAL0055700578001) for Nelson Global Products 401(K) Plan, reported by Nelson Global Products Inc. under EIN 27-3318413 and plan number 001. It reports 1,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110726NAL0055700578001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nelson Global Products Inc.
- EIN
- 27-3318413
- Plan number
- 001
- Location
- Stoughton, WI
- Participants
- 1,407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,606,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,606,250
- Employer contributions
- $1,089,591
- Participant contributions
- $2,923,774
- Total income / additions
- $12,635,437
- Benefits paid
- $8,831,589
- Administrative expenses
- $160,089
- Total expenses
- $9,018,607
- Net increase / (decrease)
- $3,616,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $152,307 | $0 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $73,747 |
| Baker Tilly Us,Llp | ACCOUNTANT | $7,782 | not reported in the loaded dataset |