Newfront 401(K) Plan — Form 5500 plan (Newfront)
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, Newfront 401(K) Plan is a benefit plan reported by Newfront under EIN 27-0673528 and plan number 001. The latest loaded filing year is 2023. The filing reports 941 participants and $95,125,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newfront
- EIN
- 27-0673528
- Plan number
- 001
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 941
- End-of-year plan assets
- $95,125,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 941 | H, C | 20241016172831NAL0032113857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,125,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,125,619
- Net assets (BOY)
- $67,881,601
Income & contributions
- Employer contributions
- $3,598,140
- Participant contributions
- $10,954,105
- Total contributions
- $20,766,457
- Total income / additions
- $35,239,888
Expenses & distributions
- Benefits paid
- $7,936,195
- Administrative expenses
- $35,746
- Total expenses
- $7,995,870
- Net increase / (decrease)
- $27,244,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,845 | $0 | 2023 |