2023 Form 5500 filing — New Chapter, 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 20250403140920NAL0010345297001) for New Chapter, Inc. 401(K) Plan, reported by New Chapter, Inc. under EIN 03-0301418 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403140920NAL0010345297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Chapter, Inc.
- EIN
- 03-0301418
- Plan number
- 001
- Location
- Brattleboro, VT
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,657,254
- Net assets (EOY)
- $16,657,254
- Employer contributions
- $530,181
- Participant contributions
- $1,245,458
- Total income / additions
- $4,139,537
- Benefits paid
- $1,524,451
- Administrative expenses
- $79,454
- Total expenses
- $1,603,905
- Net increase / (decrease)
- $2,535,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trg Investment Advisors, LLC | RIA | $37,190 | not reported in the loaded dataset |
| John Hancock Life Ins. Co. Usa | RECORDKEEPER | $538 | not reported in the loaded dataset |