Nuco2 Management LLC 401(K) Savings & Retirement Plan — Form 5500 plan (Linde)

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, Nuco2 Management LLC 401(K) Savings & Retirement Plan is a benefit plan reported by Linde under EIN 26-2040986 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,296 participants and $40,851,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Linde
EIN
26-2040986
Plan number
002
Plan type
2
Location
Stuart, FL
Latest filing year
2023
Participants
1,296
End-of-year plan assets
$40,851,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,296H, C20241003122807NAL0005710707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,851,733
Total liabilities (EOY)
$1,709
Net assets (EOY)
$40,850,024
Net assets (BOY)
$33,434,329

Income & contributions

Employer contributions
$1,265,430
Participant contributions
$4,879,078
Total contributions
$6,832,343
Total income / additions
$12,479,905

Expenses & distributions

Benefits paid
$4,984,071
Administrative expenses
$71,280
Total expenses
$5,064,210
Net increase / (decrease)
$7,415,695

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$44,931$02023
Cohnreznick LlpACCOUNTANT/AUDITOR$22,290not reported in the loaded dataset2023
Groom Law Group, CharteredLEGAL$1,350not reported in the loaded dataset2023
Institutional Investment ConsultingCONSULTING$1,000not reported in the loaded dataset2023

Related Form 5500 pages