2023 Form 5500 filing — New Haven Legal Assistance Money Purchase Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624123425NAL0003946899001) for New Haven Legal Assistance Money Purchase Plan, reported by New Haven Legal Assistance under EIN 06-0793269 and plan number 001. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.6MReported net assets$5,618,717
Participants62
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240624123425NAL0003946899001
Plan sponsor
New Haven Legal Assistance
EIN
06-0793269
Plan number
001
Location
New Haven, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$81.2K
Benefits paid / distributions$73.9K
Contributions
Employer$261.7K
Participant$0
Full reported line items
Total assets (EOY)
$5,618,717
Total liabilities (EOY)
$0
Net assets (EOY)
$5,618,717
Employer contributions
$261,705
Participant contributions
$0
Total income / additions
$1,142,409
Benefits paid
$73,866
Administrative expenses
$7,302
Total expenses
$81,168
Net increase / (decrease)
$1,061,241

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240624123425NAL0003946899001 cover?
It is the 2023 Form 5500 filing for New Haven Legal Assistance Money Purchase Plan, reported by New Haven Legal Assistance (EIN 06-0793269).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages