2023 Form 5500 filing — Nalbach Companies, Et. Al. Profit Sharing 401k
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 20241014093120NAL0026914033001) for Nalbach Companies, Et. Al. Profit Sharing 401k, reported by John Nalbach Engineering Co., Inc. under EIN 36-2265986 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093120NAL0026914033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Nalbach Engineering Co., Inc.
- EIN
- 36-2265986
- Plan number
- 001
- Location
- Countryside, IL
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,511,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,511,628
- Employer contributions
- $212,399
- Participant contributions
- $502,339
- Total income / additions
- $2,268,204
- Benefits paid
- $1,854,791
- Administrative expenses
- $21,411
- Total expenses
- $1,876,202
- Net increase / (decrease)
- $392,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | SERVICE PROVIDER | $0 | $22,234 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $11,482 | $277 |
| Mueller And Co. Llp | SERVICE PROVIDER | $6,008 | $0 |