N. E. W. Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (N.E.W. Industries, 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, N. E. W. Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by N.E.W. Industries, Inc. under EIN 39-1537265 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $8,376,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
N.E.W. Industries, Inc.
EIN
39-1537265
Plan number
001
Plan type
2
Location
Sturgeon Bay, WI
Latest filing year
2023
Participants
200
End-of-year plan assets
$8,376,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20240916075855NAL0003353362001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,376,492
Total liabilities (EOY)
$0
Net assets (EOY)
$8,376,492
Net assets (BOY)
$7,430,994

Income & contributions

Employer contributions
$102,495
Participant contributions
$579,299
Total contributions
$681,794
Total income / additions
$1,777,743

Expenses & distributions

Benefits paid
$827,369
Administrative expenses
$4,876
Total expenses
$832,245
Net increase / (decrease)
$945,498

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services, LLCSERVICE PROVIDER$0$15,8172023
Voya Retirement Ins. & Annuity CoSERVICE PROVIDER$32$02023

Related Form 5500 pages