Plan5500

Nercon Eng. & Mfg., 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, Nercon Eng. & Mfg., Inc. (EIN 39-1257432) is a plan sponsor located in Neenah, WI with 3 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
39-1257432
Location
Neenah, WI
Loaded plans
4
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 Nercon Eng. & Mfg., Inc.

  • 4 loaded plans hold $27.5M in reported assets.
  • The largest, Nercon Eng. & Mfg. Inc .Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 680 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.5MSummed across loaded plans$27,481,904
Total reported assets$27.5M$27,481,904
Total reported participants680
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.5M total assets
Net assets$27.5MLiabilities$0
Contributions & income
Employer contributions$543.7K
Participant contributions$980.6K
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$500.3K
Total expenses$598.6K
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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 assets100%Nercon Eng. & Mfg. Inc .Retirement Savings Plan
Participants per plan170Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Nercon Eng. & Mfg. Inc .Retirement Savings Plan$27.5M
    Plan #004 · 151 participants · 2023
  2. 2
    Nercon Eng. & Mfg., Inc. Group Term Life Insurancenot reported in the loaded dataset
    Plan #503 · 219 participants · 2023
  3. 3
    Nercon Eng. & Mg., Inc. Health Reimbursement Arrangement Plannot reported in the loaded dataset
    Plan #504 · 204 participants · 2023
  4. 4
    Nercon Eng. & Mfg., Inc. Flexible Benefits Plannot reported in the loaded dataset
    Plan #502 · 106 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 Nercon Eng. & Mfg., Inc.. Open one for its full reported snapshot.

  1. 2023
    Nercon Eng. & Mfg. Inc .Retirement Savings Plan151 participants · 2Sch HSch C
    View filing →
  2. 2023
    Nercon Eng. & Mfg., Inc. Group Term Life Insurance219 participants · 2No schedules
    View filing →
  3. 2023
    Nercon Eng. & Mg., Inc. Health Reimbursement Arrangement Plan204 participants · 2No schedules
    View filing →
  4. 2023
    Nercon Eng. & Mfg., Inc. Flexible Benefits Plan106 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Nercon Eng. & Mfg., Inc. report on Form 5500?
Nercon Eng. & Mfg., Inc. (EIN 39-1257432) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Nercon Eng. & Mfg., Inc.?
The Employer Identification Number (EIN) reported for Nercon Eng. & Mfg., Inc. is 39-1257432.
What is the latest Form 5500 filing year for Nercon Eng. & Mfg., Inc.?
The latest loaded Form 5500 filing year for Nercon Eng. & Mfg., Inc. is 2023.

Related Form 5500 pages