Carl A. Nelson & Company 401(K) Plan — Form 5500 plan (Carl A. Nelson & Company)
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, Carl A. Nelson & Company 401(K) Plan is a benefit plan reported by Carl A. Nelson & Company under EIN 42-0635367 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $24,461,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carl A. Nelson & Company
- EIN
- 42-0635367
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, IA
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $24,461,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20240801102242NAL0013420179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,461,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,461,119
- Net assets (BOY)
- $20,989,505
Income & contributions
- Employer contributions
- $443,834
- Participant contributions
- $610,726
- Total contributions
- $1,054,560
- Total income / additions
- $4,771,087
Expenses & distributions
- Benefits paid
- $1,265,197
- Administrative expenses
- $34,276
- Total expenses
- $1,299,473
- Net increase / (decrease)
- $3,471,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $21,776 | $0 | 2023 |
| Cliftonlarsonallen, Llp | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |