Nes 401(K) Retirement Plan — Form 5500 plan (National Enterprise Systems, 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, Nes 401(K) Retirement Plan is a benefit plan reported by National Enterprise Systems, Inc. under EIN 34-1556903 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $6,148,606 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Enterprise Systems, Inc.
EIN
34-1556903
Plan number
001
Plan type
2
Location
Solon, OH
Latest filing year
2023
Participants
200
End-of-year plan assets
$6,148,606

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241006170841NAL0014226433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,148,606
Total liabilities (EOY)
$0
Net assets (EOY)
$6,148,606
Net assets (BOY)
$5,925,577

Income & contributions

Participant contributions
$229,033
Total contributions
$229,033
Total income / additions
$1,235,426

Expenses & distributions

Benefits paid
$916,974
Administrative expenses
$6,888
Total expenses
$1,012,397
Net increase / (decrease)
$223,029

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialSERVICE PROVIDER$0$9,1522023
Stratos Wealth PartnersSERVICE PROVIDER$0$9,1522023
AscensusTHIRD PARTY ADMINISTRATO$0$3,0822023

Related Form 5500 pages