Plan5500

2023 Form 5500 filing — Neuroscience Group Of Northeast Wisconsin,S.C. Profit Sharing Plan And Trust

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 20241015124905NAL0014659155001) for Neuroscience Group Of Northeast Wisconsin,S.C. Profit Sharing Plan And Trust, reported by Neuroscience Group Of Northeast Wisconsin, S.C. under EIN 39-1731465 and plan number 002. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015124905NAL0014659155001
Filing year
2023
Form type
2
Plan sponsor
Neuroscience Group Of Northeast Wisconsin, S.C.
EIN
39-1731465
Plan number
002
Location
Neenah, WI
Participants
202
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$28,016,885
Total liabilities (EOY)
$0
Net assets (EOY)
$28,016,885
Employer contributions
$1,040,056
Participant contributions
$1,081,142
Total income / additions
$6,749,104
Benefits paid
$1,140,835
Administrative expenses
$107,647
Total expenses
$1,248,482
Net increase / (decrease)
$5,500,622
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Wealth ManagementINVESTMENT ADVISOR$31,424not reported in the loaded dataset
Pension Inc.THIRD PARTY ADMINISTRATO$25,489$0
Avaii Wealth ManagementINVESTMENT ADVSIOR$21,876not reported in the loaded dataset
North Star Asset ManagementINVESTMENT ADVISOR$8,933not reported in the loaded dataset
Clifton Larsen AllenINVESTMENT ADVISOR$8,921not reported in the loaded dataset

Related Form 5500 pages