2023 Form 5500 filing — New Energy Works Of Rochester, Inc. 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 20240925103519NAL0008246243001) for New Energy Works Of Rochester, Inc. 401 (K) Profit Sharing Plan, reported by New Energy Works Of Rochester, Inc. under EIN 16-1212128 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925103519NAL0008246243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Energy Works Of Rochester, Inc.
- EIN
- 16-1212128
- Plan number
- 001
- Location
- Farmington, NY
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,564,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,564,795
- Employer contributions
- $263,581
- Participant contributions
- $616,437
- Total income / additions
- $2,807,001
- Benefits paid
- $581,284
- Administrative expenses
- $65,405
- Total expenses
- $646,689
- Net increase / (decrease)
- $2,160,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Human Investing | ADVISOR | $40,121 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $25,284 | $0 |