Netherland, Sewell & Associates, Inc. 401k Plan — Form 5500 plan (Netherland, Sewell & Associates,)
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, Netherland, Sewell & Associates, Inc. 401k Plan is a benefit plan reported by Netherland, Sewell & Associates, under EIN 75-1330935 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $91,114,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Netherland, Sewell & Associates,
- EIN
- 75-1330935
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $91,114,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241011170922NAL0011215971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,114,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,114,576
- Net assets (BOY)
- $81,196,291
Income & contributions
- Employer contributions
- $2,215,434
- Participant contributions
- $2,073,750
- Total contributions
- $4,289,184
- Total income / additions
- $19,069,853
Expenses & distributions
- Benefits paid
- $8,954,233
- Administrative expenses
- $197,335
- Total expenses
- $9,151,568
- Net increase / (decrease)
- $9,918,285
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $177,139 | $0 | 2023 |
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $120,909 | 2023 |
| Haynie And Company | SERVICE PROVIDER | $13,250 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,946 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Netherland, Sewell & Associates,
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Haynie And Company — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation