Plan5500

Retirement Plan For Eligible Employees Of Neles-Jamesbury, Inc. And Affiliates — Form 5500 plan (Neles-Jamesbury, Inc.)

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, Retirement Plan For Eligible Employees Of Neles-Jamesbury, Inc. And Affiliates is a benefit plan reported by Neles-Jamesbury, Inc. under EIN 04-2176399 and plan number 001. The latest loaded filing year is 2023. The filing reports 756 participants and $66,916,594 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neles-Jamesbury, Inc.
EIN
04-2176399
Plan number
001
Plan type
2
Location
Shrewsbury, MA
Latest filing year
2023
Participants
756
End-of-year plan assets
$66,916,594

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023756H, C20250912140134NAL0000813139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,916,594
Total liabilities (EOY)
$0
Net assets (EOY)
$66,916,594
Net assets (BOY)
$65,932,075

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$6,704,838

Expenses & distributions

Benefits paid
$5,519,743
Administrative expenses
$200,576
Total expenses
$5,720,319
Net increase / (decrease)
$984,519

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiduciary Investment AdvisorsRETAINED BY EMPLOYER$105,060not reported in the loaded dataset2023
John Hancock Retirement Plan SrvsRETAINED BY EMPLOYER$95,516$02023

Related Form 5500 pages