National Underground Group 401(K) Savings Plan — Form 5500 plan (National Underground Group, 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, National Underground Group 401(K) Savings Plan is a benefit plan reported by National Underground Group, Inc. under EIN 47-4061642 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,220 participants and $34,504,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Underground Group, Inc.
EIN
47-4061642
Plan number
001
Plan type
2
Location
Mission Viejo, CA
Latest filing year
2023
Participants
1,220
End-of-year plan assets
$34,504,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,220H, C20241014135638NAL0015056771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,504,712
Total liabilities (EOY)
$0
Net assets (EOY)
$34,504,712
Net assets (BOY)
$30,683,805

Income & contributions

Employer contributions
$904,803
Participant contributions
$2,683,110
Total contributions
$3,731,046
Total income / additions
$9,009,109

Expenses & distributions

Benefits paid
$5,062,245
Administrative expenses
$107,425
Total expenses
$5,188,202
Net increase / (decrease)
$3,820,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$56,286$02023
Wells Fargo Clearing Services LLCADVISOR$27,037not reported in the loaded dataset2023

Related Form 5500 pages