T.R. Nelson, Inc. Profit Sharing Plan — Form 5500 plan (T.R. Nelson, 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, T.R. Nelson, Inc. Profit Sharing Plan is a benefit plan reported by T.R. Nelson, Inc. under EIN 39-1475071 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,948 participants and $17,831,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- T.R. Nelson, Inc.
- EIN
- 39-1475071
- Plan number
- 001
- Plan type
- 2
- Location
- Wisconsin Dells, WI
- Latest filing year
- 2023
- Participants
- 1,948
- End-of-year plan assets
- $17,831,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,948 | H, C | 20241015195308NAL0030799537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,831,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,831,893
- Net assets (BOY)
- $13,344,548
Income & contributions
- Employer contributions
- $1,068,447
- Participant contributions
- $1,716,627
- Total contributions
- $2,801,074
- Total income / additions
- $5,495,505
Expenses & distributions
- Benefits paid
- $899,846
- Administrative expenses
- $108,314
- Total expenses
- $1,008,160
- Net increase / (decrease)
- $4,487,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $46,422 | not reported in the loaded dataset | 2023 |
| Milestone Investment Advisors | NONE | $28,775 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners | NONE | $14,225 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for T.R. Nelson, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Wisconsin Dells, WI
- Epic Retirement Plan Services — Schedule C compensation
- Milestone Investment Advisors — Schedule C compensation
- Premier Retirement Partners — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation