2023 Form 5500 filing — New England Business Trust Section 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 20241008105032NAL0033423810001) for New England Business Trust Section 401(K) Plan, reported by New England Business Trust under EIN 04-2780064 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008105032NAL0033423810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New England Business Trust
- EIN
- 04-2780064
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,001,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,001,640
- Employer contributions
- $533,928
- Participant contributions
- $1,787,627
- Total income / additions
- $8,678,431
- Benefits paid
- $3,604,872
- Administrative expenses
- $109,375
- Total expenses
- $3,714,247
- Net increase / (decrease)
- $4,964,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $78,801 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,576 | $0 |