Newfields Companies, LLC 401(K) Plan — Form 5500 plan (Newfields Companies, 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, Newfields Companies, LLC 401(K) Plan is a benefit plan reported by Newfields Companies, LLC under EIN 58-2585034 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $54,532,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newfields Companies, LLC
- EIN
- 58-2585034
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $54,532,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20240916100957NAL0000974707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,532,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,532,384
- Net assets (BOY)
- $45,287,845
Income & contributions
- Employer contributions
- $1,832,745
- Participant contributions
- $3,219,543
- Total contributions
- $5,234,443
- Total income / additions
- $12,985,120
Expenses & distributions
- Benefits paid
- $3,617,839
- Administrative expenses
- $122,742
- Total expenses
- $3,740,581
- Net increase / (decrease)
- $9,244,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $70,341 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $33,445 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $18,956 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newfields Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation