A.C. Nelsen Enterprises, Inc. Savings Plan — Form 5500 plan (A.C. Nelsen Enterprises, 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, A.C. Nelsen Enterprises, Inc. Savings Plan is a benefit plan reported by A.C. Nelsen Enterprises, Inc. under EIN 47-0358478 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $6,435,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.C. Nelsen Enterprises, Inc.
- EIN
- 47-0358478
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $6,435,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240731125001NAL0022239265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,435,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,435,192
- Net assets (BOY)
- $5,215,918
Income & contributions
- Employer contributions
- $299,375
- Participant contributions
- $610,650
- Total contributions
- $910,025
- Total income / additions
- $1,756,999
Expenses & distributions
- Benefits paid
- $484,997
- Administrative expenses
- $52,728
- Total expenses
- $537,725
- Net increase / (decrease)
- $1,219,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edelman Financial Engines, Inc | INVESTMENT MANAGEMENT | $23,529 | not reported in the loaded dataset | 2023 |
| North American Ktrade Alliance, LLC | RECORDKEEPER | $16,825 | not reported in the loaded dataset | 2023 |
| Benefit Plans, Inc. | TPA | $6,297 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAL | $0 | $2,172 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.C. Nelsen Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Edelman Financial Engines, Inc — Schedule C compensation
- North American Ktrade Alliance, LLC — Schedule C compensation
- Benefit Plans, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation