National Exchange Bank And Trust Employees' Tax Savings Plan — Form 5500 plan (Neb 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, National Exchange Bank And Trust Employees' Tax Savings Plan is a benefit plan reported by Neb Corporation under EIN 39-1210679 and plan number 002. The latest loaded filing year is 2023. The filing reports 575 participants and $87,090,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neb Corporation
- EIN
- 39-1210679
- Plan number
- 002
- Plan type
- 2
- Location
- Fond Du Lac, WI
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $87,090,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20240923191818NAL0016036224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,090,024
- Total liabilities (EOY)
- $86,654
- Net assets (EOY)
- $87,003,370
- Net assets (BOY)
- $76,552,786
Income & contributions
- Employer contributions
- $1,832,458
- Participant contributions
- $1,786,948
- Total contributions
- $4,920,122
- Total income / additions
- $16,116,879
Expenses & distributions
- Benefits paid
- $5,654,952
- Administrative expenses
- $11,343
- Total expenses
- $5,666,295
- Net increase / (decrease)
- $10,450,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | NONE | $2,770 | $32,845 | 2023 |
| Nyhart | NONE | $8,411 | not reported in the loaded dataset | 2023 |