2023 Form 5500 filing — New Directions Northwest, Inc. 403b Profit Sharing 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 20250409095508NAL0019726321001) for New Directions Northwest, Inc. 403b Profit Sharing Plan, reported by New Directions Northwest, Inc. under EIN 93-0569254 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409095508NAL0019726321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Directions Northwest, Inc.
- EIN
- 93-0569254
- Plan number
- 001
- Location
- Baker City, OR
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,244,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,244,545
- Employer contributions
- $520,606
- Participant contributions
- $204,523
- Total income / additions
- $1,191,745
- Benefits paid
- $227,109
- Administrative expenses
- $1,919
- Total expenses
- $233,701
- Net increase / (decrease)
- $958,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lord Abbett | INVESTMENT PROVIDER | $0 | $0 |