2023 Form 5500 filing — Nexone, Inc 401(K) 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 20240812131602NAL0016492864001) for Nexone, Inc 401(K) Plan, reported by Nexone, Inc under EIN 87-0661191 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240812131602NAL0016492864001
Filing year
2023
Form type
2
Plan sponsor
Nexone, Inc
EIN
87-0661191
Plan number
001
Location
Clearfield, UT
Participants
143
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,104,487
Total liabilities (EOY)
$1,002
Net assets (EOY)
$12,103,485
Employer contributions
$215,047
Participant contributions
$792,882
Total income / additions
$2,786,979
Benefits paid
$823,009
Administrative expenses
$49,510
Total expenses
$872,519
Net increase / (decrease)
$1,914,460
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wc Administrators, LLCCONTRACT ADMINISTRATOR$16,339not reported in the loaded dataset
Wells Fargo Advisors, LLCBROKER/ ADVISOR$15,666not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$11,452$0
Leafhouse Financial AdvisorsOTHER$5,320not reported in the loaded dataset
Advised Assets Group,LLCINVESTMENT MANAGEMENT$2,041not reported in the loaded dataset

Related Form 5500 pages