2023 Form 5500 filing — Nelson Tire 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 20241212110942NAL0007782499001) for Nelson Tire 401(K) Plan, reported by Nelson Tire, Inc. under EIN 93-1026470 and plan number 001. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,513,074
Participants271
Provider compensation$14K2 Schedule C row(s)$13,957
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241212110942NAL0007782499001
Plan sponsor
Nelson Tire, Inc.
EIN
93-1026470
Plan number
001
Location
The Dalles, OR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$988.6K
Total expenses$488.1K
Benefits paid / distributions$470.8K
Contributions
Employer$209.8K
Participant$532.6K
Full reported line items
Total assets (EOY)
$2,513,074
Total liabilities (EOY)
$0
Net assets (EOY)
$2,513,074
Employer contributions
$209,753
Participant contributions
$532,644
Total income / additions
$988,610
Benefits paid
$470,787
Administrative expenses
$13,957
Total expenses
$488,071
Net increase / (decrease)
$500,539

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard Group, Inc.NONE$8,488$0
Foster WoodNONE$5,469not reported in the loaded dataset

Related Form 5500 pages