Nordic Group Of Companies, Ltd. Employees' 401(K) Savings And — Form 5500 plan (Nordic Group Of Companies, Ltd)

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, Nordic Group Of Companies, Ltd. Employees' 401(K) Savings And is a benefit plan reported by Nordic Group Of Companies, Ltd under EIN 39-0789037 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,303 participants and $54,034,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nordic Group Of Companies, Ltd
EIN
39-0789037
Plan number
001
Plan type
2
Location
Baraboo, WI
Latest filing year
2023
Participants
1,303
End-of-year plan assets
$54,034,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,303H, C20241007171242NAL0028036928001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,034,254
Total liabilities (EOY)
$0
Net assets (EOY)
$54,034,254
Net assets (BOY)
$45,834,139

Income & contributions

Employer contributions
$1,282,617
Participant contributions
$3,421,761
Total contributions
$5,133,761
Total income / additions
$14,157,716

Expenses & distributions

Benefits paid
$5,838,931
Administrative expenses
$116,486
Total expenses
$5,957,601
Net increase / (decrease)
$8,200,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$116,486$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages