Supply New England, Inc. Employee Retirement Trust Plan — Form 5500 plan (Supply New England, 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, Supply New England, Inc. Employee Retirement Trust Plan is a benefit plan reported by Supply New England, Inc. under EIN 04-2035971 and plan number 003. The latest loaded filing year is 2023. The filing reports 195 participants and $12,621,020 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Supply New England, Inc.
EIN
04-2035971
Plan number
003
Plan type
2
Location
Attleboro, MA
Latest filing year
2023
Participants
195
End-of-year plan assets
$12,621,020

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240905103621NAL0038534944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,621,020
Total liabilities (EOY)
$0
Net assets (EOY)
$12,621,020
Net assets (BOY)
$10,374,841

Income & contributions

Employer contributions
$362,167
Participant contributions
$720,421
Total contributions
$1,185,603
Total income / additions
$2,678,496

Expenses & distributions

Benefits paid
$400,661
Administrative expenses
$31,656
Total expenses
$432,317
Net increase / (decrease)
$2,246,179

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment Research, Inc.FINANCIAL ADVISOR$34,035$02023
Rj20, Inc.N/A$4,536$02023
Benefit Plans Admin Services, Inc.TPA/RECORDKEEPER-$6,915$02023

Related Form 5500 pages