Nation Safe Drivers Employee Stock Ownership Plan — Form 5500 plan (Nsd Newco, 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, Nation Safe Drivers Employee Stock Ownership Plan is a benefit plan reported by Nsd Newco, Inc under EIN 84-3500138 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $152,707,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nsd Newco, Inc
- EIN
- 84-3500138
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $152,707,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20240118093612NAL0003506817001 |
| 2023 | 643 | H, C | 20250501181255NAL0005145056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,183,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,183,793
- Net assets (BOY)
- $14,256,935
Income & contributions
- Employer contributions
- $1,568
- Participant contributions
- $820,420
- Total contributions
- $7,805,175
- Total income / additions
- $9,880,042
Expenses & distributions
- Benefits paid
- $4,015,972
- Administrative expenses
- $20,863
- Total expenses
- $4,075,921
- Net increase / (decrease)
- $5,804,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $20,846 | $0 | 2023 |
| Massachussetss Mutual Life Ins Co | SERVICE PROIVDER | $15,336 | $0 | 2023 |
| Mmlis | BROKER/ADVISOR | $0 | $11,639 | 2023 |
| Mml Investors Services Inc | SHAREHOLDER SERVICE PROV | $0 | $8,522 | 2023 |
| Empower Advisory | INVESTMENT MGMT | $17 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nsd Newco, Inc
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Massachussetss Mutual Life Ins Co — Schedule C compensation
- Mmlis — Schedule C compensation
- Mml Investors Services Inc — Schedule C compensation
- Empower Advisory — Schedule C compensation