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, Nexus/Sherwood Retirement Plan is a benefit plan reported by Nexus Management, LLC under EIN 20-8110953 and plan number 002. The latest loaded filing year is 2023. The filing reports 209 participants and $15,165,125 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,165,125
- Total liabilities (EOY)
- $32,314
- Net assets (EOY)
- $15,132,811
- Net assets (BOY)
- $12,565,803
Income & contributions
- Employer contributions
- $250,313
- Participant contributions
- $765,357
- Total contributions
- $1,015,670
- Total income / additions
- $3,003,536
Expenses & distributions
- Benefits paid
- $348,909
- Administrative expenses
- $67,433
- Total expenses
- $436,528
- Net increase / (decrease)
- $2,567,008