Plan5500

Neal Communities 401(K) Plan — Form 5500 plan (Nc Employment 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, Neal Communities 401(K) Plan is a benefit plan reported by Nc Employment Group, Inc. under EIN 59-1462889 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $29,911,488 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nc Employment Group, Inc.
EIN
59-1462889
Plan number
001
Plan type
2
Location
Sarasota, FL
Latest filing year
2023
Participants
319
End-of-year plan assets
$29,911,488

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20240905095150NAL0011741987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,911,488
Total liabilities (EOY)
$0
Net assets (EOY)
$29,911,488
Net assets (BOY)
$23,728,746

Income & contributions

Employer contributions
$1,389,338
Participant contributions
$2,419,954
Total contributions
$4,642,946
Total income / additions
$8,998,670

Expenses & distributions

Benefits paid
$2,727,290
Administrative expenses
$61,990
Total expenses
$2,815,928
Net increase / (decrease)
$6,182,742

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hbks Wealth AdvisorsADVISOR$48,231not reported in the loaded dataset2023
Pricekubecka, PllcACCOUNTANT/AUDITOR$10,000not reported in the loaded dataset2023
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$2,881$02023

Related Form 5500 pages