Neuman Pools, Inc. 401(K) Retirement Plan — Form 5500 plan (Neuman Pools, 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, Neuman Pools, Inc. 401(K) Retirement Plan is a benefit plan reported by Neuman Pools, Inc. under EIN 39-1231455 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $20,235,008 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neuman Pools, Inc.
EIN
39-1231455
Plan number
001
Plan type
2
Location
Beaver Dam, WI
Latest filing year
2023
Participants
138
End-of-year plan assets
$20,235,008

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20240920095955NAL0015049906001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,235,008
Total liabilities (EOY)
$0
Net assets (EOY)
$20,235,008
Net assets (BOY)
$17,669,805

Income & contributions

Employer contributions
$327,543
Participant contributions
$723,122
Total contributions
$1,094,662
Total income / additions
$4,580,970

Expenses & distributions

Benefits paid
$1,994,586
Administrative expenses
$21,181
Total expenses
$2,015,767
Net increase / (decrease)
$2,565,203

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$21,181$02023

Related Form 5500 pages