Naes Corporation Retirement & 401(K) Plan — Form 5500 plan (Naes Corporation)
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, Naes Corporation Retirement & 401(K) Plan is a benefit plan reported by Naes Corporation under EIN 91-1111672 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,819 participants and $557,530,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Naes Corporation
- EIN
- 91-1111672
- Plan number
- 002
- Plan type
- 2
- Location
- Issaquah, WA
- Latest filing year
- 2023
- Participants
- 2,819
- End-of-year plan assets
- $557,530,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,819 | H, C | 20241014105549NAL0014799779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $557,530,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $557,530,403
- Net assets (BOY)
- $471,781,127
Income & contributions
- Employer contributions
- $17,480,261
- Participant contributions
- $24,377,706
- Total contributions
- $59,269,120
- Total income / additions
- $151,181,202
Expenses & distributions
- Benefits paid
- $64,508,938
- Administrative expenses
- $413,259
- Total expenses
- $64,939,408
- Net increase / (decrease)
- $86,241,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $301,115 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $82,222 | $0 | 2023 |
| Rudd & Company, Pllc | ACCOUNTANT/AUDITOR | $21,230 | not reported in the loaded dataset | 2023 |
| Highland Capital Advisors, LLC | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Naes Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Issaquah, WA
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Rudd & Company, Pllc — Schedule C compensation
- Highland Capital Advisors, LLC — Schedule C compensation