Plan5500

Napoleon Spring Works, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Napoleon Spring Works, 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, Napoleon Spring Works, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Napoleon Spring Works, Inc. under EIN 34-0907716 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $6,520,800 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Napoleon Spring Works, Inc.
EIN
34-0907716
Plan number
001
Plan type
2
Location
Archbold, OH
Latest filing year
2023
Participants
167
End-of-year plan assets
$6,520,800

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20240726071526NAL0015624497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,520,800
Total liabilities (EOY)
$0
Net assets (EOY)
$6,520,800
Net assets (BOY)
$5,713,761

Income & contributions

Employer contributions
$91,072
Participant contributions
$325,747
Total contributions
$416,819
Total income / additions
$1,248,031

Expenses & distributions

Benefits paid
$394,797
Administrative expenses
$12,125
Total expenses
$440,992
Net increase / (decrease)
$807,039

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Plus, LLCTHIRD PARTY ADMINISTRATO$0$2,9012023
MorningstarINVESTMENT ADVISORY$0$9662023

Related Form 5500 pages