2023 Form 5500 filing — Napoleon Spring Works, Inc. 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726071526NAL0015624497001) for Napoleon Spring Works, Inc. 401(K) Profit Sharing Plan & Trust, reported by Napoleon Spring Works, Inc. under EIN 34-0907716 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726071526NAL0015624497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Napoleon Spring Works, Inc.
- EIN
- 34-0907716
- Plan number
- 001
- Location
- Archbold, OH
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,520,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,520,800
- Employer contributions
- $91,072
- Participant contributions
- $325,747
- Total income / additions
- $1,248,031
- Benefits paid
- $394,797
- Administrative expenses
- $12,125
- Total expenses
- $440,992
- Net increase / (decrease)
- $807,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Plus, LLC | THIRD PARTY ADMINISTRATO | $0 | $2,901 |
| Morningstar | INVESTMENT ADVISORY | $0 | $966 |