Neuman Pools, 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, Neuman Pools, Inc. (EIN 39-1231455) is a plan sponsor located in Beaver Dam, WI with 2 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
39-1231455
Location
Beaver Dam, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,235,008
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$20,235,008

Contributions & income

Employer contributions
$327,543
Participant contributions
$723,122
Total income / additions
$4,580,970

Expenses & distributions

Benefits paid / distributions
$1,994,586
Total expenses
$2,015,767
Net increase / (decrease)
$2,565,203

Coverage

Total reported participants
258
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Neuman Pools, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Neuman Pools, Inc. 401(K) Retirement Plan001138$20,235,0082023
Neuman Pools, Inc. Wrap Plan502120not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Neuman Pools, Inc.
YearPlanParticipantsSchedulesFiling
2023Neuman Pools, Inc. Wrap Plan12020240627175341NAL0022407218001
2023Neuman Pools, Inc. 401(K) Retirement Plan138H, C20240920095955NAL0015049906001

Related Form 5500 pages