Nielsen Builders Inc Employee Stock Ownership Savings Plan — Form 5500 plan (Nielsen Builders Inc Employee Stock Ownership Savings Plan)
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, Nielsen Builders Inc Employee Stock Ownership Savings Plan is a benefit plan reported by Nielsen Builders Inc Employee Stock Ownership Savings Plan under EIN 54-0540965 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $16,137,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nielsen Builders Inc Employee Stock Ownership Savings Plan
- EIN
- 54-0540965
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisonburg, VA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $16,137,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20240801125322NAL0051389314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,137,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,137,207
- Net assets (BOY)
- $14,470,840
Income & contributions
- Employer contributions
- $677,952
- Participant contributions
- $367,713
- Total contributions
- $1,116,556
- Total income / additions
- $2,650,571
Expenses & distributions
- Benefits paid
- $944,176
- Administrative expenses
- $40,028
- Total expenses
- $984,204
- Net increase / (decrease)
- $1,666,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Financial Strategies LLC | RECORDKEEPER | $9,775 | $6,432 | 2023 |
| Wells Fargo Clearing Services, LLC | THIRD PARTY ADMINISTRATO | $0 | $15,239 | 2023 |
| Yount, Hyde & Barbour, Pc | AUDITOR | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nielsen Builders Inc Employee Stock Ownership Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Harrisonburg, VA
- Transition Financial Strategies LLC — Schedule C compensation
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Yount, Hyde & Barbour, Pc — Schedule C compensation