2023 Form 5500 filing — Anew Climate, LLC 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 20241014155556NAL0026642209001) for Anew Climate, LLC 401(K) Plan, reported by Anew Climate, LLC under EIN 20-3316079 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.8MReported net assets$12,750,906
Participants11
Provider compensation$38.2K2 Schedule C row(s)$38,228
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014155556NAL0026642209001
- Plan sponsor
- Anew Climate, LLC
- EIN
- 20-3316079
- Plan number
- 001
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,750,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,750,906
- Employer contributions
- $740,079
- Participant contributions
- $1,623,605
- Total income / additions
- $4,092,521
- Benefits paid
- $758,397
- Administrative expenses
- $38,228
- Total expenses
- $796,625
- Net increase / (decrease)
- $3,295,896
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | NONE | $23,806 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $14,422 | not reported in the loaded dataset |