2023 Form 5500 filing — New Frontier Pooled Employer 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 20250310191715NAL0027832528001) for New Frontier Pooled Employer Plan, reported by Plan Fiduciary Services, Inc. under EIN 27-3523833 and plan number 007. It reports 391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310191715NAL0027832528001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Fiduciary Services, Inc.
- EIN
- 27-3523833
- Plan number
- 007
- Location
- Clearwater, FL
- Participants
- 391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,696,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,696,232
- Employer contributions
- $263,584
- Participant contributions
- $686,261
- Total income / additions
- $1,910,229
- Benefits paid
- $71,705
- Administrative expenses
- $121,703
- Total expenses
- $201,529
- Net increase / (decrease)
- $1,708,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Pension Services LLC | TPA/SERVICE PROVIDER | $33,565 | $10,231 |
| Bay Colony Advisory Group | SERVICE PROVIDER | $0 | $23,558 |