Neapco Holdings, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Neapco 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, Neapco Holdings, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Neapco Holdings, LLC under EIN 27-1718004 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,150 participants and $73,225,293 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neapco Holdings, LLC
EIN
27-1718004
Plan number
001
Plan type
2
Location
Farmington Hills, MI
Latest filing year
2023
Participants
1,150
End-of-year plan assets
$73,225,293

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,150H, C20241014125244NAL0013306947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,225,293
Total liabilities (EOY)
$0
Net assets (EOY)
$73,225,293
Net assets (BOY)
$59,865,752

Income & contributions

Employer contributions
$2,909,067
Participant contributions
$5,535,122
Total contributions
$8,869,728
Total income / additions
$19,730,756

Expenses & distributions

Benefits paid
$6,167,520
Administrative expenses
$199,454
Total expenses
$6,371,215
Net increase / (decrease)
$13,359,541

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$126,248$02023
Tfo-Tdc, LLCADVISOR$73,206not reported in the loaded dataset2023

Related Form 5500 pages