Nellson Nutraceutical, LLC Employee Savings — Form 5500 plan (Nellson Nutraceutical, 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, Nellson Nutraceutical, LLC Employee Savings is a benefit plan reported by Nellson Nutraceutical, LLC under EIN 26-1109862 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,195 participants and $39,041,210 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$39MPlan net assets, end of year$39,041,210
Participants1.2KCovered participants reported1,195
Assets / participant$32.7KComputed: assets ÷ participants$32,670 (computed)
Provider compensation$162.7K3 Schedule C provider row(s)$162,732
- Plan sponsor
- Nellson Nutraceutical, LLC
- EIN
- 26-1109862
- Plan number
- 001
- Plan type
- 2
- Location
- Anaheim, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,195 | H, C | 20240913101623NAL0016787648001 |
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)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $39,041,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,041,210
- Net assets (BOY)
- $35,540,629
Income & contributions
- Employer contributions
- $902,062
- Participant contributions
- $2,301,064
- Total contributions
- $3,430,762
- Total income / additions
- $8,881,155
Expenses & distributions
- Benefits paid
- $5,187,393
- Administrative expenses
- $161,901
- Total expenses
- $5,380,574
- Net increase / (decrease)
- $3,500,581
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.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $124,007 | $0 | 2023 |
| Gallagher Benefit Services, Inc | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Farber Haas Hurley, Llp | NONE | $19,225 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nellson Nutraceutical, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Anaheim, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services, Inc — Schedule C compensation
- Farber Haas Hurley, Llp — Schedule C compensation