Nekoosa Retirement Savings Plan — Form 5500 plan (Nekoosa Coated Products, LLC)
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, Nekoosa Retirement Savings Plan is a benefit plan reported by Nekoosa Coated Products, LLC under EIN 54-2172450 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $14,284,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nekoosa Coated Products, LLC
- EIN
- 54-2172450
- Plan number
- 001
- Plan type
- 2
- Location
- Nekoosa, WI
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $14,284,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241010130506NAL0010007267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,284,727
- Total liabilities (EOY)
- $7,260
- Net assets (EOY)
- $14,277,467
- Net assets (BOY)
- $11,665,921
Income & contributions
- Employer contributions
- $534,042
- Participant contributions
- $1,045,392
- Total contributions
- $1,657,658
- Total income / additions
- $3,810,573
Expenses & distributions
- Benefits paid
- $1,113,278
- Administrative expenses
- $85,749
- Total expenses
- $1,199,027
- Net increase / (decrease)
- $2,611,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clifton Larson Allen Wealth Advisor | OTHER | $44,270 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $32,490 | $0 | 2023 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $7,888 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,322 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nekoosa Coated Products, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Nekoosa, WI
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation