Nanshan America Aat Retirement Plan — Form 5500 plan (Nanshan America Aat, 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, Nanshan America Aat Retirement Plan is a benefit plan reported by Nanshan America Aat, LLC under EIN 27-4667976 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $7,689,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nanshan America Aat, LLC
EIN
27-4667976
Plan number
001
Plan type
2
Location
Lafayette, IN
Latest filing year
2023
Participants
306
End-of-year plan assets
$7,689,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20240925124249NAL0019816256001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,689,545
Total liabilities (EOY)
$0
Net assets (EOY)
$7,689,545
Net assets (BOY)
$6,418,602

Income & contributions

Employer contributions
$507,126
Participant contributions
$659,315
Total contributions
$1,166,441
Total income / additions
$2,239,849

Expenses & distributions

Benefits paid
$957,012
Administrative expenses
$11,894
Total expenses
$968,906
Net increase / (decrease)
$1,270,943

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$9,008$02023

Related Form 5500 pages