New Energy Works Of Rochester, Inc. 401 (K) Profit Sharing Plan — Form 5500 plan (New Energy Works Of Rochester, 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 Energy Works Of Rochester, Inc. 401 (K) Profit Sharing Plan is a benefit plan reported by New Energy Works Of Rochester, Inc. under EIN 16-1212128 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $10,564,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Energy Works Of Rochester, Inc.
EIN
16-1212128
Plan number
001
Plan type
2
Location
Farmington, NY
Latest filing year
2023
Participants
155
End-of-year plan assets
$10,564,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20240925103519NAL0008246243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,564,795
Total liabilities (EOY)
$0
Net assets (EOY)
$10,564,795
Net assets (BOY)
$8,404,483

Income & contributions

Employer contributions
$263,581
Participant contributions
$616,437
Total contributions
$880,384
Total income / additions
$2,807,001

Expenses & distributions

Benefits paid
$581,284
Administrative expenses
$65,405
Total expenses
$646,689
Net increase / (decrease)
$2,160,312

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human InvestingADVISOR$40,121not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$25,284$02023

Related Form 5500 pages