2023 Form 5500 filing — Ngp Management, LLC 401k 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 20241009175854NAL0032037344001) for Ngp Management, LLC 401k Plan, reported by Ngp Management, LLC under EIN 26-1655191 and plan number 001. It reports 1,803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009175854NAL0032037344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ngp Management, LLC
- EIN
- 26-1655191
- Plan number
- 001
- Location
- North Reading, MA
- Participants
- 1,803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,367,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,367,478
- Employer contributions
- $527,403
- Participant contributions
- $1,137,345
- Total income / additions
- $5,066,729
- Benefits paid
- $1,755,164
- Administrative expenses
- $114,013
- Total expenses
- $1,871,487
- Net increase / (decrease)
- $3,195,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $39,246 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $25,000 | not reported in the loaded dataset |
| Ngp Management, LLC | PLAN SPONSOR | $7,135 | not reported in the loaded dataset |
| The Angell Pension Group Inc. | TPA | $5,242 | $0 |