Nexone, Inc 401(K) Plan — Form 5500 plan (Nexone, 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, Nexone, Inc 401(K) Plan is a benefit plan reported by Nexone, Inc under EIN 87-0661191 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $12,104,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nexone, Inc
- EIN
- 87-0661191
- Plan number
- 001
- Plan type
- 2
- Location
- Clearfield, UT
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $12,104,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20240812131602NAL0016492864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,104,487
- Total liabilities (EOY)
- $1,002
- Net assets (EOY)
- $12,103,485
- Net assets (BOY)
- $10,189,025
Income & contributions
- Employer contributions
- $215,047
- Participant contributions
- $792,882
- Total contributions
- $1,018,154
- Total income / additions
- $2,786,979
Expenses & distributions
- Benefits paid
- $823,009
- Administrative expenses
- $49,510
- Total expenses
- $872,519
- Net increase / (decrease)
- $1,914,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wc Administrators, LLC | CONTRACT ADMINISTRATOR | $16,339 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors, LLC | BROKER/ ADVISOR | $15,666 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,452 | $0 | 2023 |
| Leafhouse Financial Advisors | OTHER | $5,320 | not reported in the loaded dataset | 2023 |
| Advised Assets Group,LLC | INVESTMENT MANAGEMENT | $2,041 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nexone, Inc
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Clearfield, UT
- Wc Administrators, LLC — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation
- Advised Assets Group,LLC — Schedule C compensation