Plan5500

Neat Companies 401(K) Plan — Form 5500 plan (Neat & Wilson, 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, Neat Companies 401(K) Plan is a benefit plan reported by Neat & Wilson, Inc under EIN 61-1164104 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $8,233,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neat & Wilson, Inc
EIN
61-1164104
Plan number
001
Plan type
2
Location
Dunnville, KY
Latest filing year
2023
Participants
199
End-of-year plan assets
$8,233,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20240909150335NAL0004623697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,233,431
Total liabilities (EOY)
$0
Net assets (EOY)
$8,233,431
Net assets (BOY)
$6,685,799

Income & contributions

Employer contributions
$274,132
Participant contributions
$488,800
Total contributions
$762,932
Total income / additions
$2,249,174

Expenses & distributions

Benefits paid
$692,672
Administrative expenses
$8,870
Total expenses
$701,542
Net increase / (decrease)
$1,547,632

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$8,870$02023

Related Form 5500 pages