New Hope Treatment Centers 401(K) Plan — Form 5500 plan (New Hope Treatment Centers, LLC)
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 Treatment Centers 401(K) Plan is a benefit plan reported by New Hope Treatment Centers, LLC under EIN 46-4254475 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $3,500,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Hope Treatment Centers, LLC
- EIN
- 46-4254475
- Plan number
- 001
- Plan type
- 2
- Location
- North Charleston, SC
- Latest filing year
- 2023
- Participants
- 391
- End-of-year plan assets
- $3,500,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 391 | H, C | 20240812120959NAL0016428432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,500,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,500,307
- Net assets (BOY)
- $2,866,841
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $573,010
- Total contributions
- $608,046
- Total income / additions
- $1,082,288
Expenses & distributions
- Benefits paid
- $400,879
- Administrative expenses
- $46,533
- Total expenses
- $448,822
- Net increase / (decrease)
- $633,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,757 | $0 | 2023 |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $10,037 | not reported in the loaded dataset | 2023 |
| Family Asset Management LLC | OTHER | $4,672 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,067 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Hope Treatment Centers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in North Charleston, SC
- Empower Annuity Insurance Company O — Schedule C compensation
- Osaic Wealth, Inc — Schedule C compensation
- Family Asset Management LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation