2023 Form 5500 filing — New Albany Company 401(K) 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 20240910145636NAL0003587955001) for New Albany Company 401(K) Plan, reported by New Albany Company under EIN 31-1222569 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910145636NAL0003587955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Albany Company
- EIN
- 31-1222569
- Plan number
- 001
- Location
- New Albany, OH
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,387,191
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,387,191
- Employer contributions
- $458,295
- Participant contributions
- $1,129,884
- Total income / additions
- $3,994,544
- Benefits paid
- $1,886,945
- Administrative expenses
- $67,299
- Total expenses
- $1,954,244
- Net increase / (decrease)
- $2,040,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $39,011 | $0 |
| Yarger Wealth Strategies LLC | INVESTMENT ADVISOR | $24,960 | not reported in the loaded dataset |
| Wilshire Associates Inc | INVESTMENT ADVISOR | $3,328 | not reported in the loaded dataset |