2023 Form 5500 filing — National Underground Group 401(K) Savings 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 20241014135638NAL0015056771001) for National Underground Group 401(K) Savings Plan, reported by National Underground Group, Inc. under EIN 47-4061642 and plan number 001. It reports 1,220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135638NAL0015056771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Underground Group, Inc.
- EIN
- 47-4061642
- Plan number
- 001
- Location
- Mission Viejo, CA
- Participants
- 1,220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,504,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,504,712
- Employer contributions
- $904,803
- Participant contributions
- $2,683,110
- Total income / additions
- $9,009,109
- Benefits paid
- $5,062,245
- Administrative expenses
- $107,425
- Total expenses
- $5,188,202
- Net increase / (decrease)
- $3,820,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $56,286 | $0 |
| Wells Fargo Clearing Services LLC | ADVISOR | $27,037 | not reported in the loaded dataset |