Nefco Holding Company LLC 401(K) Profit Sharing Plan — Form 5500 plan (Nefco Holding Company LLC)
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, Nefco Holding Company LLC 401(K) Profit Sharing Plan is a benefit plan reported by Nefco Holding Company LLC under EIN 06-1035230 and plan number 001. The latest loaded filing year is 2023. The filing reports 675 participants and $22,528,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nefco Holding Company LLC
- EIN
- 06-1035230
- Plan number
- 001
- Plan type
- 2
- Location
- East Hartford, CT
- Latest filing year
- 2023
- Participants
- 675
- End-of-year plan assets
- $22,528,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 675 | H, C | 20241007115311NAL0016013857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,528,558
- Total liabilities (EOY)
- $148,800
- Net assets (EOY)
- $22,379,758
- Net assets (BOY)
- $16,957,158
Income & contributions
- Employer contributions
- $272,702
- Participant contributions
- $2,665,573
- Total contributions
- $3,405,357
- Total income / additions
- $6,584,539
Expenses & distributions
- Benefits paid
- $1,102,505
- Administrative expenses
- $47,922
- Total expenses
- $1,161,939
- Net increase / (decrease)
- $5,422,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pasi, LLC | CONTRACT ADMIN. | $34,006 | not reported in the loaded dataset | 2023 |
| Capital Research And Management | RECORDKEEPER | $10,973 | $0 | 2023 |