New Era Cap, LLC Savings & Retirement Plan For Management And Administrative Employees — Form 5500 plan (New Era Cap, LLC)

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 Era Cap, LLC Savings & Retirement Plan For Management And Administrative Employees is a benefit plan reported by New Era Cap, LLC under EIN 16-0770131 and plan number 003. The latest loaded filing year is 2023. The filing reports 664 participants and $63,314,185 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Era Cap, LLC
EIN
16-0770131
Plan number
003
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
Participants
664
End-of-year plan assets
$63,314,185

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023664H, C20241007124649NAL0007579203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,314,185
Total liabilities (EOY)
$0
Net assets (EOY)
$63,314,185
Net assets (BOY)
$51,607,284

Income & contributions

Employer contributions
$1,593,255
Participant contributions
$3,524,251
Total contributions
$5,301,423
Total income / additions
$15,259,758

Expenses & distributions

Benefits paid
$3,591,307
Administrative expenses
-$38,450
Total expenses
$3,552,857
Net increase / (decrease)
$11,706,901

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$38,450$02023

Related Form 5500 pages