Nexair, LLC Profit Sharing And 401(K) Plan — Form 5500 plan (Nexair, 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, Nexair, LLC Profit Sharing And 401(K) Plan is a benefit plan reported by Nexair, LLC under EIN 62-1636439 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,008 participants and $136,256,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nexair, LLC
- EIN
- 62-1636439
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 1,008
- End-of-year plan assets
- $136,256,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,008 | H, C | 20250411104453NAL0023178481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,256,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $136,256,153
- Net assets (BOY)
- $120,669,218
Income & contributions
- Employer contributions
- $4,965,746
- Participant contributions
- $5,246,901
- Total contributions
- $10,277,226
- Total income / additions
- $27,601,781
Expenses & distributions
- Benefits paid
- $11,753,637
- Administrative expenses
- $175,380
- Total expenses
- $12,014,846
- Net increase / (decrease)
- $15,586,935
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $109,059 | $0 | 2023 |
| Duncan Williams Asset Management | ADVISOR | $31,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $20,303 | not reported in the loaded dataset | 2023 |
| Forvis /Bkd | ACCOUNTANT/AUDITOR | $14,884 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nexair, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Fidelity Investments Institutional — Schedule C compensation
- Duncan Williams Asset Management — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Forvis /Bkd — Schedule C compensation