New Challenges Employees' Retirement Plan — Form 5500 plan (New Challenges, 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 Challenges Employees' Retirement Plan is a benefit plan reported by New Challenges, Inc. under EIN 41-1937082 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $4,618,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Challenges, Inc.
EIN
41-1937082
Plan number
001
Plan type
2
Location
Eagan, MN
Latest filing year
2023
Participants
257
End-of-year plan assets
$4,618,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20240912141421NAL0008645729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,618,266
Total liabilities (EOY)
$0
Net assets (EOY)
$4,618,266
Net assets (BOY)
$3,806,516

Income & contributions

Employer contributions
$123,654
Participant contributions
$199,535
Total contributions
$323,189
Total income / additions
$936,372

Expenses & distributions

Benefits paid
$82,907
Administrative expenses
$41,715
Total expenses
$124,622
Net increase / (decrease)
$811,750

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Retirement Plan ServicesNA$41,715not reported in the loaded dataset2023

Related Form 5500 pages