Plan5500

Nortek 401(K) Plan — Form 5500 plan (Nortek, Inc.)

Plain-English plan 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, Nortek 401(K) Plan is a benefit plan reported by Nortek, Inc. under EIN 05-0314991 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,111 participants and $204,323,631 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nortek, Inc.
EIN
05-0314991
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
3,111
End-of-year plan assets
$204,323,631

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,111H, C20241014154739NAL0015237971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$204,323,631
Net assets (EOY)
$204,323,631
Net assets (BOY)
$177,260,960

Income & contributions

Employer contributions
$4,646,019
Participant contributions
$13,557,302
Total contributions
$18,710,174
Total income / additions
$47,909,778

Expenses & distributions

Benefits paid
$20,540,792
Administrative expenses
$281,385
Total expenses
$20,847,107
Net increase / (decrease)
$27,062,671

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$169,276not reported in the loaded dataset2023
Truist BankNONE$91,910not reported in the loaded dataset2023
Baker Tilly Us LlpNONE$16,415not reported in the loaded dataset2023

Related Form 5500 pages