2023 Form 5500 filing — The Nudyne Group 401(K) Profit Sharing 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 20241015143729NAL0014860579001) for The Nudyne Group 401(K) Profit Sharing Plan, reported by The Nudyne Group under EIN 06-0332265 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143729NAL0014860579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Nudyne Group
- EIN
- 06-0332265
- Plan number
- 002
- Location
- Stratford, CT
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,030,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,030,878
- Employer contributions
- $335,614
- Participant contributions
- $647,371
- Total income / additions
- $3,295,190
- Benefits paid
- $1,359,228
- Administrative expenses
- $97,276
- Total expenses
- $1,462,173
- Net increase / (decrease)
- $1,833,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,824 | $0 |
| Morgan Stanley Global Banking Opera | INVESTMENT MANAGEMENT | $0 | $33,389 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $3,892 | $12,115 |
| Teplitzky & Company Pc | ACCOUNTANT | $15,750 | not reported in the loaded dataset |