2023 Form 5500 filing — Retirement Plan For Eligible Employees Of Neles-Jamesbury, Inc. And Affiliates
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 20250912140134NAL0000813139001) for Retirement Plan For Eligible Employees Of Neles-Jamesbury, Inc. And Affiliates, reported by Neles-Jamesbury, Inc. under EIN 04-2176399 and plan number 001. It reports 756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250912140134NAL0000813139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neles-Jamesbury, Inc.
- EIN
- 04-2176399
- Plan number
- 001
- Location
- Shrewsbury, MA
- Participants
- 756
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,916,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,916,594
- Employer contributions
- $0
- Total income / additions
- $6,704,838
- Benefits paid
- $5,519,743
- Administrative expenses
- $200,576
- Total expenses
- $5,720,319
- Net increase / (decrease)
- $984,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Investment Advisors | RETAINED BY EMPLOYER | $105,060 | not reported in the loaded dataset |
| John Hancock Retirement Plan Srvs | RETAINED BY EMPLOYER | $95,516 | $0 |