The Nudyne Group 401(K) Profit Sharing Plan — Form 5500 plan (The Nudyne Group)
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, The Nudyne Group 401(K) Profit Sharing Plan is a benefit plan reported by The Nudyne Group under EIN 06-0332265 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $12,030,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Nudyne Group
- EIN
- 06-0332265
- Plan number
- 002
- Plan type
- 2
- Location
- Stratford, CT
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $12,030,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241015143729NAL0014860579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,030,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,030,878
- Net assets (BOY)
- $10,197,861
Income & contributions
- Employer contributions
- $335,614
- Participant contributions
- $647,371
- Total contributions
- $1,760,052
- Total income / additions
- $3,295,190
Expenses & distributions
- Benefits paid
- $1,359,228
- Administrative expenses
- $97,276
- Total expenses
- $1,462,173
- Net increase / (decrease)
- $1,833,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,824 | $0 | 2023 |
| Morgan Stanley Global Banking Opera | INVESTMENT MANAGEMENT | $0 | $33,389 | 2023 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $3,892 | $12,115 | 2023 |
| Teplitzky & Company Pc | ACCOUNTANT | $15,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Nudyne Group
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stratford, CT
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation
- Teplitzky & Company Pc — Schedule C compensation