Nebraskaland Retirement Plan — Form 5500 plan (Nebraskaland, 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, Nebraskaland Retirement Plan is a benefit plan reported by Nebraskaland, Inc. under EIN 13-3539079 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $13,045,724 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13MPlan net assets, end of year$13,045,724
Participants303Covered participants reported
Assets / participant$43.1KComputed: assets ÷ participants$43,055 (computed)
Provider compensation$29.2K2 Schedule C provider row(s)$29,152
Plan sponsor
Nebraskaland, Inc.
EIN
13-3539079
Plan number
001
Plan type
2
Location
Bronx, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023303H, C20260413153812NAL0022352594001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13M total assets
Net assets$13MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$624.1K
Benefits paid / distributions$305K
Contributions
Employer$297.5K
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$13,045,724
Total liabilities (EOY)
$0
Net assets (EOY)
$13,045,724
Net assets (BOY)
$10,609,173

Income & contributions

Employer contributions
$297,487
Participant contributions
$1,018,080
Total contributions
$1,317,963
Total income / additions
$3,060,660

Expenses & distributions

Benefits paid
$305,000
Administrative expenses
$32,896
Total expenses
$624,109
Net increase / (decrease)
$2,436,551
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stone Hill Fiduciary Management ,LINVESTMENT ADVISOR$25,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,152$02023

Related Form 5500 pages