Naes Corporation Corporate Retirement And 401(K) Plan — Form 5500 plan (Naes Corporation)
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, Naes Corporation Corporate Retirement And 401(K) Plan is a benefit plan reported by Naes Corporation under EIN 91-1111672 and plan number 009. The latest loaded filing year is 2023. The filing reports 570 participants and $100,566,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Naes Corporation
- EIN
- 91-1111672
- Plan number
- 009
- Plan type
- 2
- Location
- Issaquah, WA
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $100,566,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20241014105623NAL0014800931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,566,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,566,036
- Net assets (BOY)
- $86,752,717
Income & contributions
- Employer contributions
- $1,741,314
- Participant contributions
- $4,522,406
- Total contributions
- $6,874,959
- Total income / additions
- $23,900,607
Expenses & distributions
- Benefits paid
- $10,146,004
- Administrative expenses
- $92,197
- Total expenses
- $10,238,201
- Net increase / (decrease)
- $13,662,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $41,586 | not reported in the loaded dataset | 2023 |
| Rudd & Company, Pllc | ACCOUNTANT/AUDITOR | $21,230 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $19,601 | $0 | 2023 |
| Highland Capital Advisors, LLC | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Naes Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Issaquah, WA
- Strategic Advisors, Inc. — Schedule C compensation
- Rudd & Company, Pllc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Highland Capital Advisors, LLC — Schedule C compensation