2023 Form 5500 filing — New Leaf Community Markets, Inc. 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 20241015001632NAL0046286832001) for New Leaf Community Markets, Inc. 401(K) Plan, reported by New Leaf Community Markets, Inc. under EIN 77-0077955 and plan number 001. It reports 643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015001632NAL0046286832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Leaf Community Markets, Inc.
- EIN
- 77-0077955
- Plan number
- 001
- Location
- Santa Cruz, CA
- Participants
- 643
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,613,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,613,550
- Employer contributions
- $281,259
- Participant contributions
- $776,062
- Total income / additions
- $2,596,511
- Benefits paid
- $648,952
- Administrative expenses
- $38,617
- Total expenses
- $693,312
- Net increase / (decrease)
- $1,903,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Human Investing | ADVISOR | $23,301 | not reported in the loaded dataset |
| Newport Group, Inc | RECORDKEEPER | $15,316 | $0 |