Plan5500

Neumann Companies Retirement Program — Form 5500 plan (Neumann Developments, Inc.)

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, Neumann Companies Retirement Program is a benefit plan reported by Neumann Developments, Inc. under EIN 27-1417301 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $11,393,900 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.4MPlan net assets, end of year$11,393,900
Participants209Covered participants reported
Assets / participant$54.5KComputed: assets ÷ participants$54,516 (computed)
Provider compensation$77K4 Schedule C provider row(s)$76,966
Plan sponsor
Neumann Developments, Inc.
EIN
27-1417301
Plan number
001
Plan type
3
Location
Pewaukee, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    209 participants · 3Sch HSch C
    View filing →
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)$11.4M total assets
Net assets$11.4MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$745.3K
Benefits paid / distributions$677.8K
Contributions
Employer$781.1K
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$11,393,900
Total liabilities (EOY)
$0
Net assets (EOY)
$11,393,900
Net assets (BOY)
$7,646,117

Income & contributions

Employer contributions
$781,127
Participant contributions
$1,654,737
Total contributions
$2,889,425
Total income / additions
$4,493,117

Expenses & distributions

Benefits paid
$677,764
Administrative expenses
$67,570
Total expenses
$745,334
Net increase / (decrease)
$3,747,783
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 32%Participant 68%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Global Retirement Partners$32.8K
    INVESTMENT ADVISOR · Direct $32.8K
  2. 2
    Empower Annuity Insurance Company$31.7K
    RECORDKEEPER · Direct $31.7K · Indirect $0
  3. 3
    Peak Retirement Group Dba Tg$10.9K
    CONTRACT ADMIN · Direct $1.8K · Indirect $9.1K
  4. 4
    Empower Advisory Group, LLC$1.6K
    INVESTMENT MGMT · Direct $1.6K

What to inspect next

Frequently asked questions

Who sponsors the Neumann Companies Retirement Program?
Neumann Companies Retirement Program is reported as sponsored by Neumann Developments, Inc. (EIN 27-1417301, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Neumann Companies Retirement Program?
The latest Form 5500 filing year loaded for Neumann Companies Retirement Program is 2023.
How many participants does Neumann Companies Retirement Program report?
Neumann Companies Retirement Program reports 209 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Neumann Companies Retirement Program?
Neumann Companies Retirement Program reports $11,393,900 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages