Tom Nehl Truck Company Employees 401k — Form 5500 plan (Tom Nehl Truck 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, Tom Nehl Truck Company Employees 401k is a benefit plan reported by Tom Nehl Truck Company under EIN 59-0840355 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $14,761,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tom Nehl Truck Company
- EIN
- 59-0840355
- Plan number
- 002
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $14,761,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20240906141421NAL0001494129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,761,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,761,054
- Net assets (BOY)
- $12,599,413
Income & contributions
- Employer contributions
- $339,788
- Participant contributions
- $1,482,574
- Total contributions
- $1,875,094
- Total income / additions
- $3,693,171
Expenses & distributions
- Benefits paid
- $1,503,354
- Administrative expenses
- $28,176
- Total expenses
- $1,531,530
- Net increase / (decrease)
- $2,161,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mai Capital Management, LLC | SERVICE PROVIDER | $0 | $34,052 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $18,194 | $0 | 2023 |
| Smoak Davis And Nixon Llp | SERVICE PROVIDER | $5,094 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $4,888 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tom Nehl Truck Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Mai Capital Management, LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Smoak Davis And Nixon Llp — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation