Nord Gear Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Nord Gear Corporation)
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, Nord Gear Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Nord Gear Corporation under EIN 39-1337261 and plan number 002. The latest loaded filing year is 2023. The filing reports 657 participants and $37,198,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nord Gear Corporation
- EIN
- 39-1337261
- Plan number
- 002
- Plan type
- 2
- Location
- Waunakee, WI
- Latest filing year
- 2023
- Participants
- 657
- End-of-year plan assets
- $37,198,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 657 | H, C | 20240730154420NAL0021086049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,198,885
- Net assets (EOY)
- $37,198,885
- Net assets (BOY)
- $30,246,042
Income & contributions
- Employer contributions
- $949,585
- Participant contributions
- $2,413,857
- Total contributions
- $4,259,907
- Total income / additions
- $9,791,947
Expenses & distributions
- Benefits paid
- $2,675,991
- Administrative expenses
- $163,113
- Total expenses
- $2,839,104
- Net increase / (decrease)
- $6,952,843
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Denali Weath Management | INVESTMENT ADVISOR | $48,372 | $0 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER ADVISOR | $34,682 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $23,662 | $0 | 2023 |
| Blue Chip Retirement Plans, Inc. | TPA | $13,275 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nord Gear Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waunakee, WI
- Denali Weath Management — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation