Plan5500

Nevell Group, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Nevell Group, Inc (EIN 22-3892375) is a plan sponsor located in Brea, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-3892375
Location
Brea, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Nevell Group, Inc

  • 3 loaded plans hold $25.3M in reported assets.
  • The largest, Ngi 401(K) Savings Plan, holds 70% of this company's reported plan assets.
  • Plans cover 480 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$75.3MSummed across loaded plans-$75,345,055
Total reported assets$25.3M$25,281,967
Total reported participants480
Total reported liabilities$100.6M$100,627,022

Reported net position

Reported assets = net assets + liabilities (summed)$25.3M total assets
Net assets-$75.3MLiabilities$100.6M
Contributions & income
Employer contributions$7.5M
Participant contributions$1.1M
Total income / additions$19.8M
Expenses & distributions
Benefits paid / distributions$835.5K
Total expenses$3.2M
Net increase / (decrease)$16.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets70%Ngi 401(K) Savings Plan
Participants per plan160Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ngi 401(K) Savings Plan$17.8M
    Plan #001 · 166 participants · 2023
  2. 2
    The Nevell Group, Inc. Employee Stock Ownership Plan$7.5M
    Plan #003 · 167 participants · 2023
  3. 3
    Nevell Group Health And Benefit Plannot reported in the loaded dataset
    Plan #501 · 147 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Nevell Group, Inc. Open one for its full reported snapshot.

  1. 2023
    The Nevell Group, Inc. Employee Stock Ownership Plan167 participants · 2Sch H
    View filing →
  2. 2023
    Ngi 401(K) Savings Plan166 participants · 2Sch HSch C
    View filing →
  3. 2023
    Nevell Group Health And Benefit Plan147 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Nevell Group, Inc report on Form 5500?
Nevell Group, Inc (EIN 22-3892375) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Nevell Group, Inc?
The Employer Identification Number (EIN) reported for Nevell Group, Inc is 22-3892375.
What is the latest Form 5500 filing year for Nevell Group, Inc?
The latest loaded Form 5500 filing year for Nevell Group, Inc is 2023.

Related Form 5500 pages