2023 Form 5500 filing — Naes Corporation Corporate Retirement And 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 20241014105623NAL0014800931001) for Naes Corporation Corporate Retirement And 401(K) Plan, reported by Naes Corporation under EIN 91-1111672 and plan number 009. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$100.6MReported net assets$100,566,036
Participants570
Provider compensation$92.4K4 Schedule C row(s)$92,417
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014105623NAL0014800931001
Plan sponsor
Naes Corporation
EIN
91-1111672
Plan number
009
Location
Issaquah, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$100.6M total assets
Net assets$100.6MLiabilities$0
Money in vs. money out
Total income / additions$23.9M
Total expenses$10.2M
Benefits paid / distributions$10.1M
Contributions
Employer$1.7M
Participant$4.5M
Full reported line items
Total assets (EOY)
$100,566,036
Total liabilities (EOY)
$0
Net assets (EOY)
$100,566,036
Employer contributions
$1,741,314
Participant contributions
$4,522,406
Total income / additions
$23,900,607
Benefits paid
$10,146,004
Administrative expenses
$92,197
Total expenses
$10,238,201
Net increase / (decrease)
$13,662,406
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $41.6K
  2. 2
    ACCOUNTANT/AUDITOR · Direct $21.2K
  3. 3
    RECORDKEEPER · Direct $19.6K · Indirect $0
  4. 4
    INVESTMENT ADVISOR · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014105623NAL0014800931001 cover?
It is the 2023 Form 5500 filing for Naes Corporation Corporate Retirement And 401(K) Plan, reported by Naes Corporation (EIN 91-1111672).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages