New Energy Works Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by New Energy Works Of Rochester, Inc. under EIN 16-1212128 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $5,144,221 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
- 002
- Plan type
- 2
- Location
- Farmington, NY
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $5,144,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H | 20241015121138NAL0028353041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,144,221
- Total liabilities (EOY)
- $1,565,547
- Net assets (EOY)
- $3,578,674
- Net assets (BOY)
- $1,450,785
Income & contributions
- Employer contributions
- $99,496
- Total contributions
- $99,496
- Total income / additions
- $2,209,496
Expenses & distributions
- Benefits paid
- $26,545
- Administrative expenses
- $50
- Total expenses
- $81,607
- Net increase / (decrease)
- $2,127,889
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.