New Restoration And Recovery S 401(K) Profit Sharing Plan & Trust — Form 5500 plan (New Restoration And Recovery S)
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 Restoration And Recovery S 401(K) Profit Sharing Plan & Trust is a benefit plan reported by New Restoration And Recovery S under EIN 45-0971227 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $4,055,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Restoration And Recovery S
- EIN
- 45-0971227
- Plan number
- 001
- Plan type
- 2
- Location
- Morrisville, NC
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $4,055,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241009073134NAL0017984161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,055,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,055,602
- Net assets (BOY)
- $2,669,534
Income & contributions
- Employer contributions
- $431,816
- Participant contributions
- $852,937
- Total contributions
- $1,288,384
- Total income / additions
- $1,823,466
Expenses & distributions
- Benefits paid
- $413,883
- Administrative expenses
- $22,866
- Total expenses
- $437,398
- Net increase / (decrease)
- $1,386,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $13,826 | not reported in the loaded dataset | 2023 |
| Excel Wealth Management, LLC | ADVISOR | $7,533 | not reported in the loaded dataset | 2023 |