New Leaf Energy 401(K) Plan — Form 5500 plan (New Leaf Energy)
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 Energy 401(K) Plan is a benefit plan reported by New Leaf Energy under EIN 88-2391619 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $15,653,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Leaf Energy
- EIN
- 88-2391619
- Plan number
- 001
- Plan type
- 2
- Location
- Lowell, MA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $15,653,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20250115122710NAL0035613104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,653,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,653,666
- Net assets (BOY)
- $9,600,377
Income & contributions
- Employer contributions
- $905,591
- Participant contributions
- $1,987,441
- Total contributions
- $4,091,752
- Total income / additions
- $6,270,948
Expenses & distributions
- Benefits paid
- $178,221
- Administrative expenses
- $36,812
- Total expenses
- $217,659
- Net increase / (decrease)
- $6,053,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,528 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,284 | not reported in the loaded dataset | 2023 |