Nelson Worldwide, LLC 401(K) Plan — Form 5500 plan (Nelson Worldwide, 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, Nelson Worldwide, LLC 401(K) Plan is a benefit plan reported by Nelson Worldwide, LLC under EIN 23-2085599 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,196 participants and $72,198,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nelson Worldwide, LLC
- EIN
- 23-2085599
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,196
- End-of-year plan assets
- $72,198,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,196 | H, C | 20241007095615NAL0030515122001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,198,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,198,063
- Net assets (BOY)
- $65,569,193
Income & contributions
- Employer contributions
- $801,614
- Participant contributions
- $5,456,480
- Total contributions
- $6,997,265
- Total income / additions
- $18,133,032
Expenses & distributions
- Benefits paid
- $11,348,872
- Administrative expenses
- $155,290
- Total expenses
- $11,504,162
- Net increase / (decrease)
- $6,628,870
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $68,392 | $0 | 2023 |
| Fiduciary Plan Partners | ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | AUDITOR | $15,525 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,373 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nelson Worldwide, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Fidelity Investments Institutional — Schedule C compensation
- Fiduciary Plan Partners — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation