2023 Form 5500 filing — N & M Transfer Co. Inc. 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 20250613114946NAL0051237634001) for N & M Transfer Co. Inc. 401(K) Profit Sharing Plan, reported by N & M Transfer Co., Inc. under EIN 39-1389333 and plan number 001. It reports 875 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)$107MReported net assets$107,012,963

Participants875

Provider compensation$97.2K2 Schedule C row(s)$97,243

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250613114946NAL0051237634001
Plan sponsor: N & M Transfer Co., Inc.
EIN: 39-1389333
Plan number: 001
Location: Neenah, WI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$107M total assets

Net assets$107MLiabilities$0

Money in vs. money out

Total income / additions$22.5M

Total expenses$13.4M

Benefits paid / distributions$13.3M

Contributions

Employer$2.3M

Participant$2.6M

Full reported line items

Total assets (EOY): $107,012,963
Total liabilities (EOY): $0
Net assets (EOY): $107,012,963
Employer contributions: $2,288,515
Participant contributions: $2,635,109
Total income / additions: $22,544,673
Benefits paid: $13,342,024
Administrative expenses: $97,243
Total expenses: $13,439,267
Net increase / (decrease): $9,105,406

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Oneamerica Retirement Services LLC$97.2K
NONE · Direct $97.2K
2
Matrix Trust Company$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250613114946NAL0051237634001 cover?: It is the 2023 Form 5500 filing for N & M Transfer Co. Inc. 401(K) Profit Sharing Plan, reported by N & M Transfer Co., Inc. (EIN 39-1389333).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).