2023 Form 5500 filing — New Leaf Energy 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 20250115122710NAL0035613104001) for New Leaf Energy 401(K) Plan, reported by New Leaf Energy under EIN 88-2391619 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115122710NAL0035613104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Leaf Energy
- EIN
- 88-2391619
- Plan number
- 001
- Location
- Lowell, MA
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,653,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,653,666
- Employer contributions
- $905,591
- Participant contributions
- $1,987,441
- Total income / additions
- $6,270,948
- Benefits paid
- $178,221
- Administrative expenses
- $36,812
- Total expenses
- $217,659
- Net increase / (decrease)
- $6,053,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,528 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,284 | not reported in the loaded dataset |