Nasco Industries, Inc. Employee Stock Ownership And 401(K) Plan — Form 5500 plan (Nasco Industries, 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, Nasco Industries, Inc. Employee Stock Ownership And 401(K) Plan is a benefit plan reported by Nasco Industries, Inc. under EIN 35-1447214 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $5,649,973 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.6MPlan net assets, end of year$5,649,973
Participants136Covered participants reported
Assets / participant$41.5KComputed: assets ÷ participants$41,544 (computed)
Provider compensation$8.2K1 Schedule C provider row(s)$8,169
Plan sponsor
Nasco Industries, Inc.
EIN
35-1447214
Plan number
001
Plan type
2
Location
Washington, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20250218152230NAL0005547440001
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)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$373.4K
Benefits paid / distributions$354K
Contributions
Employer$425.2K
Participant$117.9K
Full reported line items

Net assets

Total assets (EOY)
$5,649,973
Total liabilities (EOY)
$0
Net assets (EOY)
$5,649,973
Net assets (BOY)
$4,751,630

Income & contributions

Employer contributions
$425,204
Participant contributions
$117,930
Total contributions
$607,756
Total income / additions
$1,271,726

Expenses & distributions

Benefits paid
$354,040
Administrative expenses
$13,039
Total expenses
$373,383
Net increase / (decrease)
$898,343
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 78%Participant 22%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$8,169$02023

Related Form 5500 pages