Plan5500

New Chapter, Inc. 401(K) Plan — Form 5500 plan (New Chapter, Inc.)

Plain-English plan 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, New Chapter, Inc. 401(K) Plan is a benefit plan reported by New Chapter, Inc. under EIN 03-0301418 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $16,657,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Chapter, Inc.
EIN
03-0301418
Plan number
001
Plan type
2
Location
Brattleboro, VT
Latest filing year
2023
Participants
264
End-of-year plan assets
$16,657,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20250403140920NAL0010345297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,657,254
Net assets (EOY)
$16,657,254
Net assets (BOY)
$14,121,622

Income & contributions

Employer contributions
$530,181
Participant contributions
$1,245,458
Total contributions
$1,804,399
Total income / additions
$4,139,537

Expenses & distributions

Benefits paid
$1,524,451
Administrative expenses
$79,454
Total expenses
$1,603,905
Net increase / (decrease)
$2,535,632

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trg Investment Advisors, LLCRIA$37,190not reported in the loaded dataset2023
John Hancock Life Ins. Co. UsaRECORDKEEPER$538not reported in the loaded dataset2023

Related Form 5500 pages