Neo Tech Employee 401(K) Savings & Investment Plan — Form 5500 plan (Natel Engineering Company, 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, Neo Tech Employee 401(K) Savings & Investment Plan is a benefit plan reported by Natel Engineering Company, LLC under EIN 95-2923789 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,290 participants and $83,730,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Natel Engineering Company, LLC
- EIN
- 95-2923789
- Plan number
- 001
- Plan type
- 2
- Location
- Chatsworth, CA
- Latest filing year
- 2023
- Participants
- 1,290
- End-of-year plan assets
- $83,730,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,290 | H, C | 20240826123912NAL0009696513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,730,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,730,506
- Net assets (BOY)
- $75,998,055
Income & contributions
- Employer contributions
- $1,044,584
- Participant contributions
- $4,275,198
- Total contributions
- $5,809,754
- Total income / additions
- $17,015,142
Expenses & distributions
- Benefits paid
- $9,093,027
- Administrative expenses
- $110,622
- Total expenses
- $9,282,691
- Net increase / (decrease)
- $7,732,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $88,718 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $21,904 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Natel Engineering Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Chatsworth, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Charles Schwab & Co. — Schedule C compensation