Nelson Worldwide, LLC 401(K) Plan — Form 5500 plan (Nelson Worldwide, LLC)
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, Nelson Worldwide, LLC 401(K) Plan is a benefit plan reported by Nelson Worldwide, LLC under EIN 23-2085599 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,196 participants and $72,198,063 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$72.2MPlan net assets, end of year$72,198,063
Participants1.2KCovered participants reported1,196
Assets / participant$60.4KComputed: assets ÷ participants$60,366 (computed)
Provider compensation$155.3K4 Schedule C provider row(s)$155,290
- Plan sponsor
- Nelson Worldwide, LLC
- EIN
- 23-2085599
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,196 | H, C | 20241007095615NAL0030515122001 |
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)$72.2M total assets
Net assets$72.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $72,198,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,198,063
- Net assets (BOY)
- $65,569,193
Income & contributions
- Employer contributions
- $801,614
- Participant contributions
- $5,456,480
- Total contributions
- $6,997,265
- Total income / additions
- $18,133,032
Expenses & distributions
- Benefits paid
- $11,348,872
- Administrative expenses
- $155,290
- Total expenses
- $11,504,162
- Net increase / (decrease)
- $6,628,870
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $68,392 | $0 | 2023 |
| Fiduciary Plan Partners | ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | AUDITOR | $15,525 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,373 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nelson Worldwide, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Fidelity Investments Institutional — Schedule C compensation
- Fiduciary Plan Partners — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation