2023 Form 5500 filing — New Enterprise Stone & Lime Co., Inc. 401(K) Savings And 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 20241015154505NAL0048736752001) for New Enterprise Stone & Lime Co., Inc. 401(K) Savings And Retirement Plan, reported by New Enterprise Stone & Lime Co., Inc. under EIN 23-1374051 and plan number 010. It reports 2,469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154505NAL0048736752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Enterprise Stone & Lime Co., Inc.
- EIN
- 23-1374051
- Plan number
- 010
- Location
- New Enterprise, PA
- Participants
- 2,469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,023,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $220,023,126
- Employer contributions
- $5,976,975
- Participant contributions
- $10,142,158
- Total income / additions
- $47,730,785
- Benefits paid
- $22,671,770
- Administrative expenses
- $300,674
- Total expenses
- $22,940,926
- Net increase / (decrease)
- $24,789,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $198,594 | $0 |
| Wells Fargo Advisors | INVESTMENT ADVISORY | $52,500 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT | $32,080 | not reported in the loaded dataset |
| Wells Fargo Advisors | INVESTMENT ADVISORY | $17,500 | not reported in the loaded dataset |