2023 Form 5500 filing — Neuman Pools, Inc. 401(K) Retirement 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 20240920095955NAL0015049906001) for Neuman Pools, Inc. 401(K) Retirement Plan, reported by Neuman Pools, Inc. under EIN 39-1231455 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920095955NAL0015049906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neuman Pools, Inc.
- EIN
- 39-1231455
- Plan number
- 001
- Location
- Beaver Dam, WI
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,235,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,235,008
- Employer contributions
- $327,543
- Participant contributions
- $723,122
- Total income / additions
- $4,580,970
- Benefits paid
- $1,994,586
- Administrative expenses
- $21,181
- Total expenses
- $2,015,767
- Net increase / (decrease)
- $2,565,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,181 | $0 |