The Neenan Company 401(K) Profit Sharing Plan — Form 5500 plan (The Neenan Company)
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, The Neenan Company 401(K) Profit Sharing Plan is a benefit plan reported by The Neenan Company under EIN 84-1590338 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $35,936,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Neenan Company
- EIN
- 84-1590338
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $35,936,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240723140809NAL0006673763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,936,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,936,065
- Net assets (BOY)
- $30,972,228
Income & contributions
- Employer contributions
- $311,950
- Participant contributions
- $1,304,333
- Total contributions
- $2,294,471
- Total income / additions
- $8,088,983
Expenses & distributions
- Benefits paid
- $3,109,398
- Administrative expenses
- $15,748
- Total expenses
- $3,125,146
- Net increase / (decrease)
- $4,963,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $15,908 | $0 | 2023 |