Tl Nexlevel 401(K) Plan — Form 5500 plan (Tl Nexlevel, 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, Tl Nexlevel 401(K) Plan is a benefit plan reported by Tl Nexlevel, LLC under EIN 20-1079961 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,691 participants and $31,318,800 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tl Nexlevel, LLC
EIN
20-1079961
Plan number
001
Plan type
2
Location
Maple Lake, MN
Latest filing year
2023
Participants
1,691
End-of-year plan assets
$31,318,800

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,691H, C20241014103718NAL0044177840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,318,800
Total liabilities (EOY)
$0
Net assets (EOY)
$31,318,800
Net assets (BOY)
$27,087,312

Income & contributions

Employer contributions
$933,544
Participant contributions
$2,643,495
Total contributions
$3,624,600
Total income / additions
$8,197,834

Expenses & distributions

Benefits paid
$3,857,554
Administrative expenses
$104,868
Total expenses
$3,966,346
Net increase / (decrease)
$4,231,488

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$55,012not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$49,856$02023

Related Form 5500 pages