2023 Form 5500 filing — Employee Benefit Plan Of Nelson & Sons
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 20240930132523NAL0005578369001) for Employee Benefit Plan Of Nelson & Sons, reported by Nelson & Sons Construction Co, Inc. under EIN 91-1726988 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930132523NAL0005578369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nelson & Sons Construction Co, Inc.
- EIN
- 91-1726988
- Plan number
- 001
- Location
- Woodinville, WA
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,279,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,279,045
- Employer contributions
- $446,456
- Participant contributions
- $959,255
- Total income / additions
- $3,241,931
- Benefits paid
- $630,649
- Administrative expenses
- $37,954
- Total expenses
- $668,603
- Net increase / (decrease)
- $2,573,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | SERVICE PROVIDER | $34,204 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,750 | not reported in the loaded dataset |