New Leaf Community Markets, Inc. 401(K) Plan — Form 5500 plan (New Leaf Community Markets, 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 Leaf Community Markets, Inc. 401(K) Plan is a benefit plan reported by New Leaf Community Markets, Inc. under EIN 77-0077955 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $10,613,550 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Leaf Community Markets, Inc.
EIN
77-0077955
Plan number
001
Plan type
2
Location
Santa Cruz, CA
Latest filing year
2023
Participants
643
End-of-year plan assets
$10,613,550

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023643H, C20241015001632NAL0046286832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,613,550
Total liabilities (EOY)
$0
Net assets (EOY)
$10,613,550
Net assets (BOY)
$8,710,248

Income & contributions

Employer contributions
$281,259
Participant contributions
$776,062
Total contributions
$1,064,116
Total income / additions
$2,596,511

Expenses & distributions

Benefits paid
$648,952
Administrative expenses
$38,617
Total expenses
$693,312
Net increase / (decrease)
$1,903,199

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human InvestingADVISOR$23,301not reported in the loaded dataset2023
Newport Group, IncRECORDKEEPER$15,316$02023

Related Form 5500 pages