2023 Form 5500 filing — New Era Cap, LLC Savings & Retirement Plan For Management And Administrative Employees
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 20241007124649NAL0007579203001) for New Era Cap, LLC Savings & Retirement Plan For Management And Administrative Employees, reported by New Era Cap, LLC under EIN 16-0770131 and plan number 003. It reports 664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124649NAL0007579203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Era Cap, LLC
- EIN
- 16-0770131
- Plan number
- 003
- Location
- Buffalo, NY
- Participants
- 664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,314,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,314,185
- Employer contributions
- $1,593,255
- Participant contributions
- $3,524,251
- Total income / additions
- $15,259,758
- Benefits paid
- $3,591,307
- Administrative expenses
- -$38,450
- Total expenses
- $3,552,857
- Net increase / (decrease)
- $11,706,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$38,450 | $0 |