Neel-Schaffer Engineers And Planners, Inc. 401(K) Plan And Trust — Form 5500 plan (Neel-Schaffer Engineers & Planners, 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, Neel-Schaffer Engineers And Planners, Inc. 401(K) Plan And Trust is a benefit plan reported by Neel-Schaffer Engineers & Planners, Inc. under EIN 64-0875634 and plan number 001. The latest loaded filing year is 2023. The filing reports 616 participants and $84,290,229 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neel-Schaffer Engineers & Planners, Inc.
EIN
64-0875634
Plan number
001
Plan type
2
Location
Jackson, MS
Latest filing year
2023
Participants
616
End-of-year plan assets
$84,290,229

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023616H, C20241013144608NAL0025932081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,290,229
Total liabilities (EOY)
$0
Net assets (EOY)
$84,290,229
Net assets (BOY)
$65,372,594

Income & contributions

Employer contributions
$1,945,182
Participant contributions
$4,102,576
Total contributions
$13,831,208
Total income / additions
$25,287,096

Expenses & distributions

Benefits paid
$6,236,938
Administrative expenses
$129,833
Total expenses
$6,369,461
Net increase / (decrease)
$18,917,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$69,833$02023
Ballew AdvisorsADVISOR$60,000not reported in the loaded dataset2023

Related Form 5500 pages