Naterra International, Inc. 401(K) Plan — Form 5500 plan (Naterra International, 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, Naterra International, Inc. 401(K) Plan is a benefit plan reported by Naterra International, Inc. under EIN 75-2567840 and plan number 001. The latest loaded filing year is 2023. The filing reports 563 participants and $9,327,823 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Naterra International, Inc.
EIN
75-2567840
Plan number
001
Plan type
2
Location
Coppell, TX
Latest filing year
2023
Participants
563
End-of-year plan assets
$9,327,823

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023563H, C20241014172510NAL0026829249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,327,823
Total liabilities (EOY)
$0
Net assets (EOY)
$9,327,823
Net assets (BOY)
$7,324,078

Income & contributions

Employer contributions
$582,558
Participant contributions
$1,034,704
Total contributions
$1,654,884
Total income / additions
$2,824,003

Expenses & distributions

Benefits paid
$768,261
Administrative expenses
$50,724
Total expenses
$820,258
Net increase / (decrease)
$2,003,745

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$28,058$02023
Frost BankADVISOR$18,635not reported in the loaded dataset2023

Related Form 5500 pages