Nature'S Way Retirement Plan — Form 5500 plan (Nature'S Way Purewater Systems, Inc. Dba Ushydrations)

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, Nature'S Way Retirement Plan is a benefit plan reported by Nature'S Way Purewater Systems, Inc. Dba Ushydrations under EIN 23-2804777 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $3,319,214 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,319,214
Participants161Covered participants reported
Assets / participant$20.6KComputed: assets ÷ participants$20,616 (computed)
Provider compensation$14.3K2 Schedule C provider row(s)$14,290
Plan sponsor
Nature'S Way Purewater Systems, Inc. Dba Ushydrations
EIN
23-2804777
Plan number
001
Plan type
2
Location
Pittson, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241011122905NAL0010912627001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$248.4K
Benefits paid / distributions$221.7K
Contributions
Employer$251.1K
Participant$433.7K
Full reported line items

Net assets

Total assets (EOY)
$3,319,214
Total liabilities (EOY)
$0
Net assets (EOY)
$3,319,214
Net assets (BOY)
$2,246,101

Income & contributions

Employer contributions
$251,082
Participant contributions
$433,676
Total contributions
$864,153
Total income / additions
$1,321,511

Expenses & distributions

Benefits paid
$221,656
Administrative expenses
$26,742
Total expenses
$248,398
Net increase / (decrease)
$1,073,113
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$9,811$02023
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$4,479not reported in the loaded dataset2023

Related Form 5500 pages