Waldemar S. Nelson & Company, Inc. 401(K) Retirement Plan & Trust — Form 5500 plan (Waldemar S Nelson & Company, 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, Waldemar S. Nelson & Company, Inc. 401(K) Retirement Plan & Trust is a benefit plan reported by Waldemar S Nelson & Company, Inc under EIN 72-0488863 and plan number 001. The latest loaded filing year is 2023. The filing reports 340 participants and $100,010,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waldemar S Nelson & Company, Inc
- EIN
- 72-0488863
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 340
- End-of-year plan assets
- $100,010,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20250203132349NAL0006980257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,010,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,010,355
- Net assets (BOY)
- $94,148,150
Income & contributions
- Employer contributions
- $796,936
- Participant contributions
- $2,827,780
- Total contributions
- $3,629,073
- Total income / additions
- $15,327,319
Expenses & distributions
- Benefits paid
- $9,344,895
- Administrative expenses
- $120,219
- Total expenses
- $9,465,114
- Net increase / (decrease)
- $5,862,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $68,986 | $0 | 2023 |
| Ubs Financial Services, Inc. | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Jones Walker | NONE | $5,831 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Waldemar S Nelson & Company, Inc
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Jones Walker — Schedule C compensation