2023 Form 5500 filing — Nelson Brothers, Inc. Employee Capital Accumulation 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 20250113145411NAL0018584129001) for Nelson Brothers, Inc. Employee Capital Accumulation 401(K) Plan, reported by Nelson Brothers, Inc. under EIN 63-0479482 and plan number 002. It reports 648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113145411NAL0018584129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nelson Brothers, Inc.
- EIN
- 63-0479482
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 648
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,980,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,980,648
- Employer contributions
- $1,481,526
- Participant contributions
- $2,416,904
- Total income / additions
- $11,619,745
- Benefits paid
- $3,027,906
- Administrative expenses
- $227,666
- Total expenses
- $3,255,572
- Net increase / (decrease)
- $8,364,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Warren Averett, LLC | SERVICE PROVIDER | $23,575 | $0 |
| Murfee Meadows, Inc. | THIRD PARTY ADMINISTRATO | $0 | $21,097 |
| Leafhouse Financial Advisors, LLC | SERVICE PROVIDER | $20,591 | $0 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $17,460 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $8,064 | $0 |