Nelson Global Products 401(K) Plan — Form 5500 plan (Nelson Global Products 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, Nelson Global Products 401(K) Plan is a benefit plan reported by Nelson Global Products Inc. under EIN 27-3318413 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,407 participants and $55,606,250 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nelson Global Products Inc.
EIN
27-3318413
Plan number
001
Plan type
2
Location
Stoughton, WI
Latest filing year
2023
Participants
1,407
End-of-year plan assets
$55,606,250

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,407H, C20241015110726NAL0055700578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,606,250
Total liabilities (EOY)
$0
Net assets (EOY)
$55,606,250
Net assets (BOY)
$45,853,516

Income & contributions

Employer contributions
$1,089,591
Participant contributions
$2,923,774
Total contributions
$4,738,684
Total income / additions
$12,635,437

Expenses & distributions

Benefits paid
$8,831,589
Administrative expenses
$160,089
Total expenses
$9,018,607
Net increase / (decrease)
$3,616,830

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$152,307$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$73,7472023
Baker Tilly Us,LlpACCOUNTANT$7,782not reported in the loaded dataset2023

Related Form 5500 pages