2023 Form 5500 filing — Nothum 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 20240916105456NAL0003699778001) for Nothum 401(K) Plan, reported by Nothum Manufacturing Company, Inc. under EIN 43-0976302 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916105456NAL0003699778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nothum Manufacturing Company, Inc.
- EIN
- 43-0976302
- Plan number
- 001
- Location
- Little Chute, WI
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $268,744
- Participant contributions
- $443,750
- Total income / additions
- $1,000,181
- Benefits paid
- $267,204
- Administrative expenses
- $11,533
- Total expenses
- $278,737
- Net increase / (decrease)
- $721,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT CUSTODIAN | $43,760 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $0 | $18,029 |
| Retirement Strategies, LLC | THIRD PARTY ADMIN. | $1,350 | $1,249 |
| Iron Financial LLC | INVESTMENT ADVISOR | $2,107 | not reported in the loaded dataset |
| Morgan Stanley Ins Svcs Inc | INVESTMENT ADVISOR | $0 | $709 |