2023 Form 5500 filing — New England Air Systems, LLC 401(K) Savings 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 20240719101404NAL0004261891001) for New England Air Systems, LLC 401(K) Savings Plan, reported by New England Air Systems, LLC under EIN 27-1441645 and plan number 003. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240719101404NAL0004261891001
Filing year
2023
Form type
2
Plan sponsor
New England Air Systems, LLC
EIN
27-1441645
Plan number
003
Location
Williston, VT
Participants
147
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,529,464
Net assets (EOY)
$13,529,464
Employer contributions
$221,661
Participant contributions
$731,366
Total income / additions
$2,812,058
Benefits paid
$240,688
Administrative expenses
$33,052
Total expenses
$273,740
Net increase / (decrease)
$2,538,318
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pensionmark Financial Group, LLCRETAINED BY PLAN SPONSOR$17,263not reported in the loaded dataset
John HancockRETAINED BY PLAN SPONSOR$15,217$0

Related Form 5500 pages