Nasco 401(K) Plan — Form 5500 plan (Nasco Education LLC)
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, Nasco 401(K) Plan is a benefit plan reported by Nasco Education LLC under EIN 81-2923579 and plan number 004. The latest loaded filing year is 2023. The filing reports 484 participants and $20,800,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nasco Education LLC
- EIN
- 81-2923579
- Plan number
- 004
- Plan type
- 2
- Location
- Fort Atkinson, WI
- Latest filing year
- 2023
- Participants
- 484
- End-of-year plan assets
- $20,800,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 484 | H, C | 20241015163946NAL0029137185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,800,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,800,251
- Net assets (BOY)
- $19,042,057
Income & contributions
- Employer contributions
- $438,972
- Participant contributions
- $1,365,168
- Total contributions
- $1,922,881
- Total income / additions
- $5,128,686
Expenses & distributions
- Benefits paid
- $3,306,725
- Administrative expenses
- $63,767
- Total expenses
- $3,370,492
- Net increase / (decrease)
- $1,758,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,767 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $13,583 | 2023 |