Nelson Irrigation Corporation 401(K) And Profit Sharing Plan — Form 5500 plan (Nelson Irrigation Corporation)
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 Irrigation Corporation 401(K) And Profit Sharing Plan is a benefit plan reported by Nelson Irrigation Corporation under EIN 37-0963413 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $104,903,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nelson Irrigation Corporation
- EIN
- 37-0963413
- Plan number
- 001
- Plan type
- 2
- Location
- Walla Walla, WA
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $104,903,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20240821105525NAL0001942035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,903,717
- Net assets (EOY)
- $104,903,717
- Net assets (BOY)
- $94,302,852
Income & contributions
- Employer contributions
- $1,330,412
- Participant contributions
- $2,756,350
- Total contributions
- $4,086,762
- Total income / additions
- $18,900,321
Expenses & distributions
- Benefits paid
- $8,216,940
- Administrative expenses
- $82,516
- Total expenses
- $8,299,456
- Net increase / (decrease)
- $10,600,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $37,153 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $26,363 | not reported in the loaded dataset | 2023 |
| Sweeney Conrad P.S. | NONE | $19,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nelson Irrigation Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Walla Walla, WA
- Ubs Financial Services, Inc. — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Sweeney Conrad P.S. — Schedule C compensation