Nelson Brothers, Inc. Employee Capital Accumulation 401(K) Plan — Form 5500 plan (Nelson Brothers, 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, Nelson Brothers, Inc. Employee Capital Accumulation 401(K) Plan is a benefit plan reported by Nelson Brothers, Inc. under EIN 63-0479482 and plan number 002. The latest loaded filing year is 2023. The filing reports 648 participants and $52,980,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nelson Brothers, Inc.
- EIN
- 63-0479482
- Plan number
- 002
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 648
- End-of-year plan assets
- $52,980,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 648 | H, C | 20250113145411NAL0018584129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,980,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,980,648
- Net assets (BOY)
- $44,616,475
Income & contributions
- Employer contributions
- $1,481,526
- Participant contributions
- $2,416,904
- Total contributions
- $3,942,780
- Total income / additions
- $11,619,745
Expenses & distributions
- Benefits paid
- $3,027,906
- Administrative expenses
- $227,666
- Total expenses
- $3,255,572
- Net increase / (decrease)
- $8,364,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Warren Averett, LLC | SERVICE PROVIDER | $23,575 | $0 | 2023 |
| Murfee Meadows, Inc. | THIRD PARTY ADMINISTRATO | $0 | $21,097 | 2023 |
| Leafhouse Financial Advisors, LLC | SERVICE PROVIDER | $20,591 | $0 | 2023 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $17,460 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $8,064 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nelson Brothers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Warren Averett, LLC — Schedule C compensation
- Murfee Meadows, Inc. — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation