Neuroscience Group Of Northeast Wisconsin,S.C. Profit Sharing Plan And Trust — Form 5500 plan (Neuroscience Group Of Northeast Wisconsin, S.C.)
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, Neuroscience Group Of Northeast Wisconsin,S.C. Profit Sharing Plan And Trust is a benefit plan reported by Neuroscience Group Of Northeast Wisconsin, S.C. under EIN 39-1731465 and plan number 002. The latest loaded filing year is 2023. The filing reports 202 participants and $28,016,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neuroscience Group Of Northeast Wisconsin, S.C.
- EIN
- 39-1731465
- Plan number
- 002
- Plan type
- 2
- Location
- Neenah, WI
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $28,016,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241015124905NAL0014659155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,016,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,016,885
- Net assets (BOY)
- $22,516,263
Income & contributions
- Employer contributions
- $1,040,056
- Participant contributions
- $1,081,142
- Total contributions
- $3,238,070
- Total income / additions
- $6,749,104
Expenses & distributions
- Benefits paid
- $1,140,835
- Administrative expenses
- $107,647
- Total expenses
- $1,248,482
- Net increase / (decrease)
- $5,500,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | INVESTMENT ADVISOR | $31,424 | not reported in the loaded dataset | 2023 |
| Pension Inc. | THIRD PARTY ADMINISTRATO | $25,489 | $0 | 2023 |
| Avaii Wealth Management | INVESTMENT ADVSIOR | $21,876 | not reported in the loaded dataset | 2023 |
| North Star Asset Management | INVESTMENT ADVISOR | $8,933 | not reported in the loaded dataset | 2023 |
| Clifton Larsen Allen | INVESTMENT ADVISOR | $8,921 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neuroscience Group Of Northeast Wisconsin, S.C.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Neenah, WI
- Morgan Stanley Wealth Management — Schedule C compensation
- Pension Inc. — Schedule C compensation
- Avaii Wealth Management — Schedule C compensation
- North Star Asset Management — Schedule C compensation
- Clifton Larsen Allen — Schedule C compensation