Nederman Holding Usa, Inc. 401(K) Plan — Form 5500 plan (Nederman Holding Usa, 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, Nederman Holding Usa, Inc. 401(K) Plan is a benefit plan reported by Nederman Holding Usa, Inc. under EIN 80-0699546 and plan number 001. The latest loaded filing year is 2023. The filing reports 637 participants and $37,701,375 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nederman Holding Usa, Inc.
EIN
80-0699546
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
637
End-of-year plan assets
$37,701,375

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023637H, C20240822200011NAL0011457490001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,701,375
Net assets (EOY)
$37,701,375
Net assets (BOY)
$31,457,148

Income & contributions

Employer contributions
$1,123,588
Participant contributions
$2,223,080
Total contributions
$3,648,878
Total income / additions
$8,525,412

Expenses & distributions

Benefits paid
$2,166,813
Administrative expenses
$82,795
Total expenses
$2,281,185
Net increase / (decrease)
$6,244,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Beacon Pointe Investment AdvisoryINVESTMENT ADVISOR$58,564not reported in the loaded dataset2023
Mvp Plan AdministratorsRECORDKEEPER$15,186not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$9,045$02023

Related Form 5500 pages