Ta Group Holdings 401(K) Plan — Form 5500 plan (Nuwest Group Holdings, 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, Ta Group Holdings 401(K) Plan is a benefit plan reported by Nuwest Group Holdings, LLC under EIN 26-1383035 and plan number 002. The latest loaded filing year is 2023. The filing reports 759 participants and $22,145,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nuwest Group Holdings, LLC
- EIN
- 26-1383035
- Plan number
- 002
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 759
- End-of-year plan assets
- $22,145,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 759 | H, C | 20241008154057NAL0035256258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,145,436
- Net assets (EOY)
- $22,145,436
- Net assets (BOY)
- $3,384,652
Income & contributions
- Participant contributions
- $1,350,326
- Total contributions
- $1,403,488
- Total income / additions
- $2,550,198
Expenses & distributions
- Benefits paid
- $495,813
- Administrative expenses
- $33,092
- Total expenses
- $538,171
- Net increase / (decrease)
- $2,012,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bensler LLC Dba Scs | INVESTMENT ADVISOR | $13,620 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,600 | $0 | 2023 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $3,885 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,555 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nuwest Group Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Bensler LLC Dba Scs — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Hunnex And Shoemaker Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation