Nalbach Companies, Et. Al. Profit Sharing 401k — Form 5500 plan (John Nalbach Engineering Co., 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, Nalbach Companies, Et. Al. Profit Sharing 401k is a benefit plan reported by John Nalbach Engineering Co., Inc. under EIN 36-2265986 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $12,511,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Nalbach Engineering Co., Inc.
- EIN
- 36-2265986
- Plan number
- 001
- Plan type
- 2
- Location
- Countryside, IL
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $12,511,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20241014093120NAL0026914033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,511,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,511,628
- Net assets (BOY)
- $12,119,626
Income & contributions
- Employer contributions
- $212,399
- Participant contributions
- $502,339
- Total contributions
- $714,738
- Total income / additions
- $2,268,204
Expenses & distributions
- Benefits paid
- $1,854,791
- Administrative expenses
- $21,411
- Total expenses
- $1,876,202
- Net increase / (decrease)
- $392,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | SERVICE PROVIDER | $0 | $22,234 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $11,482 | $277 | 2023 |
| Mueller And Co. Llp | SERVICE PROVIDER | $6,008 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John Nalbach Engineering Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Countryside, IL
- Ubs Financial Services Inc — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Mueller And Co. Llp — Schedule C compensation