Plan5500

New Hope Community, Inc. Retirement Plan — Form 5500 plan (New Hope Community, 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 Hope Community, Inc. Retirement Plan is a benefit plan reported by New Hope Community, Inc. under EIN 22-2871755 and plan number 002. The latest loaded filing year is 2023. The filing reports 685 participants and $14,625,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Hope Community, Inc.
EIN
22-2871755
Plan number
002
Plan type
2
Location
Loch Sheldrake, NY
Latest filing year
2023
Participants
685
End-of-year plan assets
$14,625,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023685H, C20240905094154NAL0034676800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,625,164
Total liabilities (EOY)
$7,167
Net assets (EOY)
$14,617,997
Net assets (BOY)
$13,034,690

Income & contributions

Employer contributions
$850,000
Total contributions
$850,420
Total income / additions
$2,599,484

Expenses & distributions

Benefits paid
$912,845
Administrative expenses
$103,332
Total expenses
$1,016,177
Net increase / (decrease)
$1,583,307

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesINVESTMENT ADVISORS$92,502not reported in the loaded dataset2023
Strategic Pension Services, LLCTHIRD PARTY ADMIN$0$6,1252023

Related Form 5500 pages