Nassco, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Nassco, 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, Nassco, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Nassco, Inc. under EIN 39-1151715 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $20,190,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nassco, Inc.
- EIN
- 39-1151715
- Plan number
- 001
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $20,190,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241003124721NAL0009855393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,190,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,190,618
- Net assets (BOY)
- $17,492,971
Income & contributions
- Employer contributions
- $622,156
- Participant contributions
- $1,007,819
- Total contributions
- $2,010,194
- Total income / additions
- $4,890,561
Expenses & distributions
- Benefits paid
- $2,120,607
- Administrative expenses
- $72,307
- Total expenses
- $2,192,914
- Net increase / (decrease)
- $2,697,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $38,435 | not reported in the loaded dataset | 2023 |
| Riverwater Partners | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $14,872 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nassco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Riverwater Partners — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation