Nelco Employee Stock Ownership Plan And Trust — Form 5500 plan (The Nelson Company, 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, Nelco Employee Stock Ownership Plan And Trust is a benefit plan reported by The Nelson Company, Inc. under EIN 42-1068264 and plan number 002. The latest loaded filing year is 2023. The filing reports 40 participants and $4,563,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Nelson Company, Inc.
- EIN
- 42-1068264
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, IA
- Latest filing year
- 2023
- Participants
- 40
- End-of-year plan assets
- $4,563,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | I | 20241001140328NAL0003351827001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,563,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,563,202
- Net assets (BOY)
- $3,180,037
Income & contributions
- Employer contributions
- $120,611
- Total income / additions
- $1,500,611
Expenses & distributions
- Benefits paid
- $117,414
- Total expenses
- $117,446
- Net increase / (decrease)
- $1,383,165
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.