2023 Form 5500 filing — A.C. Nelsen Enterprises, Inc. Savings Plan
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 20240731125001NAL0022239265001) for A.C. Nelsen Enterprises, Inc. Savings Plan, reported by A.C. Nelsen Enterprises, Inc. under EIN 47-0358478 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731125001NAL0022239265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.C. Nelsen Enterprises, Inc.
- EIN
- 47-0358478
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,435,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,435,192
- Employer contributions
- $299,375
- Participant contributions
- $610,650
- Total income / additions
- $1,756,999
- Benefits paid
- $484,997
- Administrative expenses
- $52,728
- Total expenses
- $537,725
- Net increase / (decrease)
- $1,219,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edelman Financial Engines, Inc | INVESTMENT MANAGEMENT | $23,529 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | RECORDKEEPER | $16,825 | not reported in the loaded dataset |
| Benefit Plans, Inc. | TPA | $6,297 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAL | $0 | $2,172 |