New Hope Of Arizona 401(K) Profit Sharing Plan — Form 5500 plan (New Hope Of Arizona, 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 Of Arizona 401(K) Profit Sharing Plan is a benefit plan reported by New Hope Of Arizona, Inc under EIN 26-2624451 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $5,133,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Hope Of Arizona, Inc
- EIN
- 26-2624451
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $5,133,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240829123737NAL0013538257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,133,604
- Total liabilities (EOY)
- $4,215
- Net assets (EOY)
- $5,129,389
- Net assets (BOY)
- $4,119,340
Income & contributions
- Employer contributions
- $613,496
- Participant contributions
- $188,446
- Total contributions
- $801,942
- Total income / additions
- $1,458,160
Expenses & distributions
- Benefits paid
- $414,840
- Administrative expenses
- $33,271
- Total expenses
- $448,111
- Net increase / (decrease)
- $1,010,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | INVESTMENT ADVISORY-PLAN | $16,485 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $14,340 | $0 | 2023 |
| Norton Retirement Services, Inc. | THIRD PARTY ADMIN | $7,421 | $0 | 2023 |
| Kimberlin Company Pllc | AUDITOR | $6,225 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Hope Of Arizona, Inc
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Woodbury Financial Services, Inc. — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Norton Retirement Services, Inc. — Schedule C compensation
- Kimberlin Company Pllc — Schedule C compensation