Plan5500

New Enterprise Stone & Lime Co., Inc. 401(K) Savings And Retirement Plan — Form 5500 plan (New Enterprise Stone & Lime Co., 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, New Enterprise Stone & Lime Co., Inc. 401(K) Savings And Retirement Plan is a benefit plan reported by New Enterprise Stone & Lime Co., Inc. under EIN 23-1374051 and plan number 010. The latest loaded filing year is 2023. The filing reports 2,469 participants and $220,023,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Enterprise Stone & Lime Co., Inc.
EIN
23-1374051
Plan number
010
Plan type
2
Location
New Enterprise, PA
Latest filing year
2023
Participants
2,469
End-of-year plan assets
$220,023,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,469H, C20241015154505NAL0048736752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$220,023,126
Total liabilities (EOY)
$0
Net assets (EOY)
$220,023,126
Net assets (BOY)
$195,233,267

Income & contributions

Employer contributions
$5,976,975
Participant contributions
$10,142,158
Total contributions
$17,106,880
Total income / additions
$47,730,785

Expenses & distributions

Benefits paid
$22,671,770
Administrative expenses
$300,674
Total expenses
$22,940,926
Net increase / (decrease)
$24,789,859

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$198,594$02023
Wells Fargo AdvisorsINVESTMENT ADVISORY$52,500not reported in the loaded dataset2023
BdoACCOUNTANT$32,080not reported in the loaded dataset2023
Wells Fargo AdvisorsINVESTMENT ADVISORY$17,500not reported in the loaded dataset2023

Related Form 5500 pages