Naturescape 401(K) Retirement Plan — Form 5500 plan (Naturescape)
Plain-English plan 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, Naturescape 401(K) Retirement Plan is a benefit plan reported by Naturescape under EIN 03-0448406 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $13,374,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Naturescape
- EIN
- 03-0448406
- Plan number
- 001
- Plan type
- 2
- Location
- Muskego, WI
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $13,374,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20241010160926NAL0011711715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,374,545
- Net assets (EOY)
- $13,374,545
- Net assets (BOY)
- $10,641,232
Income & contributions
- Employer contributions
- $712,835
- Participant contributions
- $530,731
- Total contributions
- $1,243,566
- Total income / additions
- $3,431,554
Expenses & distributions
- Benefits paid
- $646,517
- Administrative expenses
- $51,724
- Total expenses
- $698,241
- Net increase / (decrease)
- $2,733,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co | INVESTMENT ADVISORY PLAN | $29,185 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $15,209 | $0 | 2023 |
| Northwestern Wisconsin Associates, | THIRD PARTY A DMINISTRATI | $4,958 | $2,049 | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |