National Refrigeration, Inc. 401(K) Plan — Form 5500 plan (National Refrigeration, 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, National Refrigeration, Inc. 401(K) Plan is a benefit plan reported by National Refrigeration, Inc under EIN 05-0319523 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $6,596,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Refrigeration, Inc
- EIN
- 05-0319523
- Plan number
- 002
- Plan type
- 2
- Location
- Warwick, RI
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $6,596,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241011132945NAL0010969107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,596,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,596,464
- Net assets (BOY)
- $5,627,661
Income & contributions
- Employer contributions
- $137,358
- Participant contributions
- $392,559
- Total contributions
- $551,782
- Total income / additions
- $1,248,714
Expenses & distributions
- Benefits paid
- $219,145
- Administrative expenses
- $60,766
- Total expenses
- $279,911
- Net increase / (decrease)
- $968,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ed Dias | N/A | $14,205 | not reported in the loaded dataset | 2023 |
| New England Pension Plan Systems, L | 0 | $12,792 | not reported in the loaded dataset | 2023 |
| New England Pension Plan Systems, L | 0 | $11,390 | not reported in the loaded dataset | 2023 |
| Sergio Decurtis | 0 | $9,492 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | N/A | $6,328 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Refrigeration, Inc
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Warwick, RI
- Ed Dias — Schedule C compensation
- New England Pension Plan Systems, L — Schedule C compensation
- Sergio Decurtis — Schedule C compensation
- Matrix Trust Company — Schedule C compensation