2023 Form 5500 filing — New Hope Of Arizona 401(K) Profit Sharing 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 20240829123737NAL0013538257001) for New Hope Of Arizona 401(K) Profit Sharing Plan, reported by New Hope Of Arizona, Inc under EIN 26-2624451 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829123737NAL0013538257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Hope Of Arizona, Inc
- EIN
- 26-2624451
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,133,604
- Total liabilities (EOY)
- $4,215
- Net assets (EOY)
- $5,129,389
- Employer contributions
- $613,496
- Participant contributions
- $188,446
- Total income / additions
- $1,458,160
- Benefits paid
- $414,840
- Administrative expenses
- $33,271
- Total expenses
- $448,111
- Net increase / (decrease)
- $1,010,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services, Inc. | INVESTMENT ADVISORY-PLAN | $16,485 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $14,340 | $0 |
| Norton Retirement Services, Inc. | THIRD PARTY ADMIN | $7,421 | $0 |
| Kimberlin Company Pllc | AUDITOR | $6,225 | not reported in the loaded dataset |