Nea 401(K) Savings Plan — Form 5500 plan (Neuman & Esser Usa, 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, Nea 401(K) Savings Plan is a benefit plan reported by Neuman & Esser Usa, Inc. under EIN 76-0380267 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $19,660,394 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neuman & Esser Usa, Inc.
EIN
76-0380267
Plan number
001
Plan type
2
Location
Katy, TX
Latest filing year
2023
Participants
163
End-of-year plan assets
$19,660,394

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20240822111342NAL0002541555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,660,394
Total liabilities (EOY)
$0
Net assets (EOY)
$19,660,394
Net assets (BOY)
$16,687,580

Income & contributions

Employer contributions
$870,488
Participant contributions
$908,133
Total contributions
$1,928,874
Total income / additions
$4,617,521

Expenses & distributions

Benefits paid
$1,639,582
Administrative expenses
$5,125
Total expenses
$1,644,707
Net increase / (decrease)
$2,972,814

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$5,125$02023

Related Form 5500 pages