2023 Form 5500 filing — Nes 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 20241006170841NAL0014226433001) for Nes 401(K) Retirement Plan, reported by National Enterprise Systems, Inc. under EIN 34-1556903 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006170841NAL0014226433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Enterprise Systems, Inc.
- EIN
- 34-1556903
- Plan number
- 001
- Location
- Solon, OH
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,148,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,148,606
- Participant contributions
- $229,033
- Total income / additions
- $1,235,426
- Benefits paid
- $916,974
- Administrative expenses
- $6,888
- Total expenses
- $1,012,397
- Net increase / (decrease)
- $223,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | SERVICE PROVIDER | $0 | $9,152 |
| Stratos Wealth Partners | SERVICE PROVIDER | $0 | $9,152 |
| Ascensus | THIRD PARTY ADMINISTRATO | $0 | $3,082 |